Troubleshoot transactions

 

Transactions can be added to:

  • Properties
  • Units
  • Tenancies
  • Workorders

Transactions will appear on:

  • Tenant statement
  • Owner Statement
  • Contractor statement
  • Remittance Statement

Why do transactions not appear on a tenant statement?

Most common transaction on this statement are;

  • Rent invoice
  • Contractor  invoice

Rent invoice

  1. Recurrings have switched off.
  2. Ensure next collection date is correct

Contractor invoice

  1. The invoice generated via the contractor app to appear on the tenant statement must be  recharged  to the tenant statement. Go to the invoice>dropdown to the right>recharge
  2. When adding a invoice manually ensure you have paid by entered as tenant

Why do transactions not appear on an owner statement?

Most common transaction on this statement are;

  • Rent invoice
  • Management  fees
  • Contractor  invoice

Rent invoice

  1. For a rent to appear on an owner statement Rent charge needs to be the chosen rent. Check for this transsssssaction type.

Management fees

  1. If the fee is a % of rent received then the transaction will only appear on receipt of money and if rent charge is chosen as the correct transaction type on the rent
  2. If management fees are applied to unit or property level as a % of rent received. As rent is not a function of the property or unit then this can not be calculated. Fees at this level will need to be a fixed fee
  3. Adding recurring management fees after the rent is generated. Arthur will not apply the charges retrospectively. To deal with this the fee will need to be added manually via the add transaction>payable by owner
  4. If the owner is not associated to the property or unit then there will be no owner statement at all

Contractor invoice

  1. An invoice created on the contractor app will only  automatically go onto the owner statement  if in financials>financial settings>auto recharge is ticked as your default option
  2. If in financials>financial settings>auto recharge is unticked then for the invoice generated via the app go onto the owner statement a recharge will need to be applied to the invoice
  3. When adding a invoice manually ensure you have paid by entered as property owner

Why do transactions not appear on a contractor statement?

  1. When adding a invoice manually ensure you have ticked create additional transaction for contractor

Why do transactions not appear on an owner remittance?

This will be related to heirachy. see understanding heirachy  

  1. If the preference remittance to an owner is at unit level and a transaction are added to the property level then they will not appear on the remittance statement as the remittance will only show transactions from the unit and tenancy level
  2. If the owner owes you money there will be no trasnactions to remit

 

How to deal with missing or incorrectly created transactions in Arthur

Our advice is to:

  • Missing transactions – Add manual transaction
  • Incorrectly entered transactions – Void and re-add

 

Still have a question?

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