This article will walk you through how to add rent transactions manually to a tenancy in the Estates Module.
TABLE OF CONTENTS
Viewing Rent Transactions
To view the customers rent account
- Go to Rents in left hand menu
- Choose the account type that you want to look at – i.e. Estates Rent accounts, The Suspense account, etc.
- Search for the tenant
- Click on the reference/name of the account you want to open to open it
Please note: If you want to view the Tenants file, Click 'View Client' on the search page.
Adding Manual Transactions
To add a manual transaction please follow the above steps to get to the tenants file and then:
Press the Add transaction icon on the tool bar
Complete the details in the Add transaction pop up box
Press save
This transaction will appear in the transactions list