How to edit recurring charges and one off transactions

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 Charges. Here you will see all the Recurring Charges, that you can edit by clicking the drop down and Edit.

Edit an individual transaction

Those not connected to Xero/QuickBooks can edit the amount