How to add a transaction – Individual and recurring

Where can transactions be added 

• Property
• Unit
• Tenancy
• Workorder

How are transactions created

• Manually
• Recurring
• Via contractor app

How does hierarchy effect what transaction types are available and who is the payor

Adding transactions to tenancy level only show tranaaction types relavant to that level such as rent

Adding transactions to tenancy level, unit level and property level only show tranaaction types relavant to that level and payable by owner

What statements can they be seen on

• Tenant statement
• Owner statement
• Contractor statement

How to add a transaction

1.Recurring

Go to property, unit or tenancy>+recurring

2.Manually

Go to property, unit or tenancy>+transaction

3. Via the contractor app