Step 1: Go to Financials > Bank Accounts
Step 2: Select ‘Start Reconciliation’ on the relevant Bank Account
Step 3: Click ‘Not a match’, use search to add the related Rent charge
Step 4: To add the overpayment, just select ‘Search & Add More’ > Add Transaction
Step 5: Fill in the details, Select Tenancy receipt as the transaction type and add it
Step 6: Now you can select match
You can view all unallocated Receipts by going to Financials > Tenant Invoices.
Here you can filter to see your unallocated receipts.
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