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How to add a transaction – Individual and recurring

This article looks at

  1. Individual transactions (see video)
  2. Recurring transactions

Individual transactions 

Individual and one-off transactions can be added from a:

  • Property
  • Unit
  • Tenancy
  • Work order
  • Property owner contact

To do this, simply find the appropriate ‘Statement’ in any of the above areas. Here you will see the option to ‘Add Transaction’. 

Example: adding a transaction directly on the Property Owner Contact:

Adding a transaction from the contractor app:

 

 

Recurring charges

Recurring charges can be added when

  1. Creating a tenancy This linked to the article adding a tenancy
  2. Retrospectively to adding tenancy in tenancy>recurring charges>add
  3. Property level>recurring charge>add recurring
  4. Unit level>recurring charge>add recurring

What do fields mean on the recurring screen

  1. This is where you select who the charge is relating to.
  2. ‘Starting on’ is the date that the invoice will be generated on the statement.
  3. ‘Repeating’ is to select the frequency that the transaction will generate.
  4. ‘For the period’ is for showing which period of time this transaction relates to e.g. you could have a charge generated in November for the period 1st to 31st of December.
  5. ‘Ending’ will dictate when the recurring charge will stop.
  6. ‘Transaction Type’ to select which charge you want to create.
  7. ‘Expected Payment Date’ is when the charge is expected to pay after this date the charge will become overdue.

 

 

 

 

 

 

 

 

 

 

 

 

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