Access tenant transactions via MyAgency

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

A tenant can access details of transactions for their tenancy via the MyAgency app - the transactions list can be filtered by date and/or type and the listed transactions can also be downloaded to a PDF file

The transaction types shown include rent invoices to the tenant, tenant cash transfers & payments from the tenant

To do this, the tenant needs to access their tenant view first - as outlined here:
Access tenant view on the MyAgency app

1. Access transactions option

From tenant view:

Click Transactions

2. Transactions list

All transactions for the tenancy are displayed in a list with the newest transaction at the top
Filter options can be used
(see step 3)
The Balance is shown below each transaction
Scroll to bottom of list to view the Balance for the month, showing figures for Total Incoming & Total Outgoing

3. Filter option

Transactions can be filtered by type and/or date

Click Filter (top right of main screen shown in step 2)
Select required Transaction Type
and/or select Date Range
- Click a type to select it - only one type can be selected
- To select a range, click the first required date then the end date
Click Apply (bottom of screen)

To remove applied filters:

Click Clear All (top left)
Click Apply again

4. Download option

The current list of transactions can be downloaded to a PDF file

Click Download (top right of main screen shown in step 2)
The PDF will be displayed

The list of transactions in the downloaded file reflects the list displayed in the app before choosing to download - i.e. if the list was filtered to show just invoices from September 2020, just those transactions will be transferred to the downloaded PDF file

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Access tenant transactions via MyAgency

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