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Change receipt type (in receipts from statement)

Change receipt type (in receipts from statement)

Owned by Fiona Hardy, created
Last updated: Jan 21, 2025
1 min read

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 main menu:

  • Click Lettings/Rentals

  • Click Daily Accounts Processes and select Import Receipts from Bank Statement

  • On the required transaction, in the Receipt type column, click the link to display the receipt type options which can be selected

    Receipt type options in RFS.png

Changing the receipt type will affect clearing times for the transaction

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