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Assign unallocated receipt to another party

Assign unallocated receipt to another party

Owned by Nicky Minnock

Last updated: Jul 18, 2022 by Fiona Hardy

1 min read

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

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