Tenancy Screen - How to transfer Bond Transactions

You are able to transfer Bond Transactions to the Buffer Account if a transaction was entered in error, or transfer the transaction to a Selected Tenancy if the bond payment was entered against the wrong Tenant.

From the Tenancy record, click Bond Transactions. To transfer a Bond Payment, double click on the transaction you want to transfer. Tick the box.

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If a Bond transaction is entered in error, you are able to transfer the transaction to the Buffer Account to remove the transaction from the Bond Ledger. NOTE: The Buffer Account is like a recycling bin - the transaction will not be deleted, and it can be found in the Audit function on the Home Screen.

To transfer the transaction to the Buffer Account, click Transfer to Buffer Account. A pop-up box will open to confirm you want to transfer the transaction to the Buffer Account. Select Yes to transfer the transaction.
 

 

 
The transaction will be transferred to the Buffer Account and will not appear in the Bond Transactions ledger or on any Bond statements.