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

Owned by Fiona Wilson, created
Last updated: Apr 04, 2024
3 min read

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

Available from version 12.181

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

The unallocated tenant receipts screen has been enhanced so that you can easily expand/collapse each section and, where configuration is enabled, you can:

  • Easily distinguish between receipts and invoices

  • Add notes to receipts

Each enhancement is covered in detail below

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

    Unallocated tenant receipts - expand and collapse options.png

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

    Unallocated tenant receipts.png

  • 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