How to edit a transaction

This will include:

  • Editing a recurring charge
  • Editing an individual transaction

Edit a recurring charge

Go to Tenancies Index Page > tenancy > recurring

From dropdown:

  • Edit recurring
  • Grace days
  • Days in advance
  • Transactions – Add connected transaction
  • Charge history – Shows created transaction
  • Activities – Shows activity log

 

 

Within recurring

  • Rent collection type should be the correct analysis code: Direct Rent or Rent Charge
  • Make inactive
  • Start date and next collection date
  • Frequency of collection
  • Amount to be collected

 

Edit an individual transaction

Those not connected to Xero/Quickbooks can edit the amount

 

 

 

 

 

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below