Future Transactions

Future transactions are created through the Transaction Editor by clicking the Apply Later button. This saves the transaction as a future transaction: it will not appear in accounting or in the tenant's account history, until you later choose to apply it. This help page explains how to apply previously set up future transactions.

Table of contents

• Open the Tasks and Automatic Rent Magic actions window
• Choose a function:
  • View/Edit a future transaction
  • Delete a future transaction
  • Apply future transactions

Open the Tasks and Automatic Rent Magic actions window

Future transactions do not appear in accounting or in the tenant's account history. Instead, a future transaction is accessed as follows:

• From the Summary screen, click on the Upcoming Transactions link in the yellow box.

(Alternatively, from the Main menu screen, select PIM|Task list.)

This will open the Tasks and Automatic Rent Magic actions window. The top of this window has a To and a From date; the bottom half of this window contains a list of all future transactions whose date is between the To and From dates.

• If necessary, adjust the To and From dates by selecting from the drop-down calendar box.

Choose a function:

View/Edit a future transaction

• To view or edit a transaction, first click on it, then click the View button on the bottom of the Tasks and Automatic Rent Magic actions window. A new window will appear containing details of the transaction.
• Make any desired changes within this window, then press the Apply button to save the changes. For more information, see Transaction Editor.

Note: Pressing the Apply button only applies these changes to the details of the future transaction; the transaction remains a future transaction.

Delete a future transaction

• To delete a future transaction, first click on in, then click on the Delete button at the bottom of the Tasks and Automatic Rent Magic actions window. You will be asked to confirm the deletion.

Note: You will have to refresh the Tasks and Automatic Rent Magic actions window to see that the transaction has been deleted. To do this, close and re-open the window.

Apply future transactions

• Check the checkbox to the left of the desired future transactions, then click the Execute button at the top right of the Tasks and Automatic Rent Magic actions window. You will be asked to confirm the execution.

Note: You will have to refresh the Tasks and Automatic Rent Magic actions window to see that the transaction has been applied. To do this, close and re-open the window.

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