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Registered date, office & cleared columns added to link branch receipts screen

Registered date, office & cleared columns added to link branch receipts screen

Owned by Fiona Hardy, created
Last updated: Mar 06, 2023
2 min read

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

From AgencyCloud 12.133, the link branch receipts screen (available when importing receipts from a bank statement) displays three extra columns:

  • Registered date (shown in Unlinked Branch Receipts panel only)

  • Property office (shown in Unlinked & Linked Branch Receipts panel)

  • Cleared (shown in Unlinked & Linked Branch Receipts panel)

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

  • Select Import Receipts from Bank Statement

  • Click Link Branch Receipts

    The Link Branch Receipts screen is displayed showing the three new columns

  • Unlinked Branch Receipts panel displays the Registered date (next to the amount) showing the date the receipt was registered onto the system against the amount that has been recorded
    This date is also shown (as the Registered date) in the Nominal Transaction Detail screen (seen when do