Receipts only matched to tenancy when tenant/payment reference is present - configuration option
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant all regions
Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
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)
From Import Receipts from Statement:
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