The Manage Tenancy Transactions screen is used to view all of the Tenancy Transactions from all Tenancies in the system. The screen can be used to generate reports, exports, send receipts and invoices for transactions and to investigate Transaction history (EG Total amount of Rent paid last month).
To access the Manage Tenancy Transactions screen, from the Finance Sub-Menu, click Tenancy Transactions Functions and then click Manage Tenancy Transactions.
Clicking Manage Tenancy Transactions will open the Tenancy Transactions Search Screen (See Solution: Using Search Screens in Chintaro).
Sort and filter the screen by any of the column headings to filter the data you want to view:
Filter by Transaction Type: To show only Rent Charges and Payments, Tenant Maintenance Charges and Payments, Water Charges, etc.
Filter by Date: Use the date filters to isolate a period of time for the transactions (EG Last Week, Last Month, Dates in a Period – Quarter 1, etc).
Filter by Program: To isolate the transactions for one Program that your Organisation is running.
The Manage Tenancy Transactions screen has a number of functions at the top of the screen, enabling you to:
Select ALL: Select all transactions to be included.
Select NONE: Deselect all included transactions.
Show ALL: Will return to the default view
Word Merge Receipt: Select the payments you want to Receipt by ticking the Include box for each transaction. Click Word Merge Receipt to generate bulk receipts for the selected transactions.
Word Merge Invoice: Select the charges you want to Invoice by ticking the Include box for each transaction. Click Word Merge Invoice to generate bulk invoices for the selected transactions.
Print: Prints the data on the screen.
Export: Exports the data on the screen to a Microsoft Excel spreadsheet.