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

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:

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 double-clicking the transaction)
Unlinked Branch Receipts & Linked Branch Receipts panels display information on whether the receipt is Cleared and which Property Office it belongs to
Clicking a column heading allows the receipts to be sorted ascending/descending
Clicking to the right of the column heading offers options to group or filter the receipts

Knowledge Base