Enhancements to unallocated tenant receipts screen, including adding notes to receipts - configuration option

1. Easily expand/collapse each section

All sections within the Unallocated Tenant Receipts screen can be expanded or collapsed via a shortcut menu

From Lettings/Rentals on main menu:

• Click Daily Accounts processes and select Unallocated Tenant Receipts

• Right-click over the grid headings for options to Expand all and Collapse all

  Open

  

2. Easily distinguish between receipts and invoices - where configured (see configuration information at the top of this article)

From Unallocated Tenant Receipts screen, as shown in section 1:

• Beside the property address, click the + icon to expand the section

  Open

  

• Receipts are shown with a green bank note icon

• Invoices are shown with a white note icon

3. Add notes to receipts - where configured (see configuration information at the top of this article)

From Unallocated Tenant Receipts screen, as shown in section 1:

• Right-click over a receipt and select Add/edit notes
  This option is only available for receipts (not invoices)

• Add the receipt note and click the cross icon (top right) to close the window

• The note will be displayed in the Notes column (seen when scrolling across to the right)

• The note can be edited or removed by right-clicking over the receipt and select Add/edit notes again