Change receipt type (in receipts from statement)

This guide has been reviewed against our global client base and classed as relevant to all regions

When importing a bank statement CSV file, the transaction type is taken from the details on the bank statement - the receipt will have a clearing period (determined by system configuration)

This article shows how to change individual transaction types in the Import Receipts from Bank Statement screen

From the Lettings/Rentals main menu, click Daily Accounts Processes:

Select Import Receipts from Bank Statement
On the required transaction, click Receipt type
Options are displayed to allow the type to be changed

Changing the receipt type will affect clearing times for the transaction

Knowledge Base

Change receipt type (in receipts from statement)

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