Import receipts from bank statement (block management)
This guide has been reviewed against our global client base and classed as relevant to all regions
This guide covers how to receipt money onto the system through importing a statement, assigning to units, using auto-allocation and how to create postings
1. Access option from main menu & select client account From the main menu:
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2. Import statement
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3. Link branch receipts The Link Branch Receipts screen may be displayed
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4. Receipts imported These payments can come from individual leaseholders/freeholder and can be shown in individual unit lines or in bulk (multiple receipts grouped together on one line)
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5. Accessing more detail
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6. Create postings Once all receipts have been assigned to units and allocated:
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7. Receipts posted Green ticks will be displayed next to the items posted
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Items just posted can be seen on the estate record - click Transactions to view
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