How to edit recurrings and one off transaction

Edit recurring charge

1. Individually

Go to the recurring charge within property, unit or tenancy>recurring>Edit

 

  • Starting on is when you want the recurring charge to be created
  • The period is the period that the rent is for
  • The expected payment date is when you expect the payment to be made. This is very useful for universal credit or if you have allowed your tenant a grace period
  • Pro-rata if you apply the recurring from the next period Arthur will work out what is expected as a pro-rata amount and create a transaction on page 4 of the add tenancy screen

2. In bulk

Go to the recurring screen in financials>recurring

 

Edit an individual transaction

Those not connected to Xero/Quickbooks can edit the amount

 

 

 

 

 

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