Receipts only matched to tenancy when tenant/payment reference is present - configuration option
This guide has been reviewed against our global client base and classed as relevant all regions
With standard configuration, when using the Import Receipts from Bank Statement functionality, a receipt will be matched against a tenancy using the tenancy code or statement reference if it exists in the description of the item being imported - if this can't be found, it will match on further information, such as the property address or tenant names
A configuration option is available that prevents further information matching to be carried out - meaning that receipts will only be matched to items using:
tenancy reference
individual statement reference
group payment reference (set in tenancy - Financial & Renewals tab, Payment reference field)
This configuration option needs to be enabled via Reapit Support - click here to request this
From Import Receipts from Statement:
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