Payment transactions are usually automatically processed by importing Centrepay or Bank Statement files, and Rent and Non Rent Charges are usually created by generating rent in bulk. You can always enter transactions in manually (EG an adjustment) or when a manual payment has been made (EG when a payment has been made in cash).
To enter a transaction manually to a Tenancy record, from the Home Screen, click Tenancies, then Manage Tenancies, double click on the Tenant you want to add the transaction to, then in the middle of the screen in the Tenancy Transactions section, click
Transaction Type: Select the Transaction Type from the drop down list. Transaction Types can be customised by your System Administrator.
Date: Defaults to today’s date. Enter the date of the transaction in this field.
Amount: Enter the dollar figure of the transaction.
Comments: Enter any comments regarding the transaction in the Comments field.
Click add to add the transaction to the ledger.
The transaction will now show at the top of the Tenancy Transactions ledger. To view the details of a transaction, double click on the transaction. The Transaction details pop up will open.