/
Assign unallocated receipt to another party

Assign unallocated receipt to another party

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

This page explains how to assign unallocated receipts to another party

1. Assign receipt to another party

From the Transactions screen:

  • Right-click the transaction and select Assign receipt to another party

2. Enter the amount

  • Enter the amount of funds to reassign

  • Click Accept

3. Select the recipient type and confirm the transfer

  • Select Tenant, Landlord or Supplier

  • Click Accept
    Search for the recipient record 

  • Select the recipient record and confirm the transfer

Related articles

 

Related content

Change landlord client account
Change landlord client account
Read with this
Unallocated tenant receipts
Unallocated tenant receipts
More like this
Knowledge Base index
Knowledge Base index
Read with this
Receipt a supplier payment to pay a credited/refunded works order
Receipt a supplier payment to pay a credited/refunded works order
More like this
Return money receipted to a ledger back to unknown
Return money receipted to a ledger back to unknown
More like this
Unallocate a receipt
Unallocate a receipt
More like this