Adding Rent Transactions

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
• Adding Manual Transactions

Viewing Rent Transactions

To view the customers rent account:

1. Go to Rents in left hand menu.
2. Choose the account type that you want to look at – i.e. Estates Rent accounts, The Suspense account, etc.
3. Search for the tenant.
4. Click on the reference/name of the account you want to open.

Did you know: 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:

1. Press the "Add transaction" icon on the tool bar.

2. Complete the details in the Add transaction pop up box.

3. Press "Save".

4. This transaction will appear in the transactions list.