Financials Management
How do I manually add a receivable charge for a tenant or landlord?
Step 1: Navigate from the left-hand menu to [Financials] — [Charges]. After selecting the corresp...
Where can I view all my receivable charges?
PC: View Collection Bills You can view all collection bills in the following modules: Entry 1: [F...
How do I update the payment status of a receivable charge?
When you receive an offline payment, you can record it manually in the system: Step 1: Navigate f...
How do I edit an unpaid receivable charge?
Step 1: Navigate from the left-hand menu to [Financials] — [Charges], and select the [Tenant] TAB...
How do I download the invoice for a receivable charge?
Step 1: Navigate from the left-hand menu to [Financials] — [Charges], and select the [Tenant] or ...
How do I split a large receivable charge into smaller installment charges?
Step 1: Navigate from the left-hand menu to [Financials] — [Charges], and select the [Tenant] or ...
How do I manually record an incoming payment transaction?
Step 1: Navigate from the left-hand menu to [Financials] — [Cash Movements], then select the [Col...
How do I download the receipt for an incoming payment?
Step 1: Navigate from the left-hand menu to [Financials] — [Cash Movements], then select the [Col...
How do I reverse an incorrectly recorded incoming payment?
Step 1: Navigate from the left-hand menu to [Financials] — [Cash Movements], then select the [Col...
How do I add a bill payable to a landlord?
Please follow these steps to create a new collection bill: Step 1: Navigate from the left-hand me...
How do I record a payment for a bill?
Please follow these steps to record a payment against a bill: Step 1: Navigate from the left-hand...
How do I reverse a recorded payment if I made a mistake?
Please follow these steps to Reverse a recorded payment entry: Step 1: Navigate from the left-han...
How do I centrally view and manage all the security deposits I hold?
PC: Deposit Management You can view and manage all tenancy Deposits you hold via the Lease Detail...