Receipts only matched to tenancy when tenant/payment reference is present - configuration option

Owned by Fiona Hardy, created
Last updated: Mar 07, 2023
1 min read

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:

  • With the configuration option enabled, in this example, the only receipt that can be matched is the one that includes the tenant reference in the description (highlighted), all other receipts will need to be manually matched

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