Ledgers/transactions

Identifying available funds or unpaid charges on ledgers

How to identify available funds and debts against an account

Understanding the unallocated column

How to identify available funds and outstanding charges using the unallocated column on the transaction screen

Tenancy transactions screen - by invoice view

'By invoice' view on the tenancy transactions screen shows details of all invoices on the account - this includes rent and non-rent invoices, such as Admin Fees and Tenant to Landlord payments

Tenancy transactions screen - by receipt view

'By receipt' view on the tenancy transactions screen shows the details of all receipts to the account - other transactions such as credit notes are also included