Allocate tenant receipts to future dated rent invoices - configuration option
This guide has been reviewed against our global client base and classed as relevant to all regions
A configuration option is available which allows you to allocate tenant receipts to future dated rent invoices not yet raised - this will allow you to easily pay rent paid in advance to the landlord, without having to manually raise the rent invoices
This process can be carried out via the individual tenancy receipt screen, plus the unallocated tenant receipts and the import receipts from bank statement screens - all three methods are outlined below
To enable this configuration option, click here to contact Reapit Support
1. Tenancy receipts screen This section covers how to allocate existing receipts to future rent from the individual tenancy record - for information on using the unallocated tenant receipts or import receipts from bank statement screens, see steps 2 & 3 From the tenancy screen:
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2. Unallocated Tenant Receipts This section covers how to use allocate existing receipts to future rent from the unallocated tenant receipts screen - for information on using import receipts from bank statement, see step 3 From main menu, click Daily Accounts Processes:
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3. Import Receipts from Bank Statement This section covers how to use allocate existing receipts to future rent from the import receipts from bank statement screen From main menu, click Daily Accounts Processes:
If you exit without creating postings, the receipt will not be allocated to future rent invoices |
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