Link branch receipts to bank statement - configuration option
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support
A configuration option is available which allows branch receipts to be linked to a bank statement
A branch receipt is when a tenant or landlord has made a payment to you in the office or over the phone and this receipt has been recorded in the system - until the branch receipt is confirmed as being received in the bank, you are unable to pay this money out of the system - when the receipt appears on the bank statement, you can then link the receipt
1. Receipts from Bank Statement Click Lettings/Rentals on main menu:
If you have un-linked branch receipts, the Link Branch Receipts screen will open when you first import the bank statement - if not:
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2. Link receipts
If the receipt was previously marked as unknown, from Link Branch Receipts screen:
If the amount received into the bank is made up of multiple branch receipts in the system:
Once all branch receipts have been linked:
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