Occasionally, a transaction will be entered in error, entered on to the wrong Tenancy Record, or entered in to the Tenancy Transactions ledger when it should’ve been entered as a Bond Transaction. If a transaction is incorrect on a Tenant's ledger, you have the ability to transfer the Transaction either to the Buffer Account (removing it from the Tenancy Transactions ledger), to another Tenancy Record, or to the Tenant’s Bond ledger.
Transferring Transactions Overview
To view the Tenancy Transactions ledger, from the Home Screen, click Tenancies, then Manage Tenancies and double click on the Tenant you wish to transfer a transaction for. This opens the Tenancy screen. The Tenancy Transactions Ledger is in the middle section of the screen:
To transfer a transaction, double click on the transaction you want to transfer in the Tenancy Transactions ledger which will open the Transaction details pop up:
When in the Transaction Details pop-up, click Transfer This Transaction. Ticking the Transfer This Transaction box presents you with 3 options; Transfer to Selected Tenancy, Transfer to Buffer Account or Transfer to Bond Account:
Transfer to Transaction to another Tenancy
To transfer the transaction to another Tenancy, select the Tenant who the transaction was meant for, in the To: box, so that the name of the correct Tenant is highlighted black.
Click Transfer to Selected Tenancy and Chintaro will advise you that the Transaction has been transferred.
NOTE: If you are transferring a charge, ensure that any matching payments are transferred also, and vice versa.
The transaction will now be on the Selected Tenant’s Tenancy Transactions Ledger, with a comment regarding the transfer.
Transferring a transaction to the Buffer Account
If a transaction has been entered in error, it cannot be deleted but it can be transferred to the Buffer Account. The Buffer Account in Chintaro is like a rubbish bin. When transferring a transaction to the Buffer Account, the transaction will no longer appear on the Tenancy Transactions ledger and it will not appear on the Tenant’s statements.
To transfer a transaction to the Buffer Account, double click on the transaction you want to remove.
When in the Transaction Details pop-up, click
Click . Chintaro will ask if you want to transfer the transaction to the Buffer Account. Click Yes.
Clicking Yes will remove the transaction from the Tenancy Transactions ledger:Transactions that have been transferred to the Buffer Account will be removed from the Tenancy Transactions ledger. Your System Administrator can view all transactions that have been sent to the Buffer Account through the Audit Function.
Transferring a transaction to the Bond Account
At times, Bond Transactions will accidentally be entered on the Tenancy Transactions ledger. As the Bond Ledger must be kept separate to the Tenancy Transactions ledger, you will need to transfer the Bond Transaction to the Bond Account. To transfer a Bond Transaction to the Bond Account, double click on the transaction that you want to transfer, and in the Transaction Details pop-up, click
A warning message will appear to confirm you want to transfer the transaction to the Bond Account. Click Yes to transfer the transaction:
Clicking Yes will transfer the transaction to the Bond Account: