Receiving A Payment
This example will illustrate how to post an income transaction for a payment received from a tenant. From the Tenants tab, there are actually several ways to open the Post Payment screen.
Use the quicklink (the green dollar sign) found under the tenant’s rolling balance on the right side of the screen...
Use the drop down menu, by right-clicking anywhere on the tenant’s account (the area highlighted in dark grey) or by using the quicklink of the arrow pointing down, and then select Post Payment on the menu...
Click on the tenant’s balance, and then click on the Post Income button located at the top of the tenant’s accounting ledger…
Either of these three options listed above will open the Post Payment screen. On this form, you’ll enter the date the transaction took place, the payment type, the check or reference number, the bank account that the payment is being deposited into (or select the Undeposited Funds account), the tenant who remitted the payment, the property the tenant resides in, the category, and the amount. You can also enter a note in the memo field, if you prefer. If you wish to break out this payment into separate income categories, use the "Add Line" button in the lower left corner to detail out the transaction.
You can also click the "add attachment" link to upload a file directly to the payment transaction, such as a copy of the check or money order. Once all of the appropriate fields have been configured, click the Post Income button to post the payment to the account ledger.
The same principal applies for properties and bank accounts. Just visit the appropriate tab in the software and follow the same directions.
keywords: split payment, upload, file attachment