Transactions screen

The Transactions screen can be used only for current tenants. For past or future tenants, see Transactions.

Table of contents

• Open the Transactions screen
• Select tenant
• Choose a function:
  • Add a new transaction
  • Delete a transaction
  • View/Edit a transaction
  • Change the order of transactions

Open the Transactions screen

• From the Tenant Menu, select Transactions.

Select tenant

• From the drop down boxes, select the building, then the unit, which the tenant currently occupies.

For past or future tenants, see Transactions.

Choose a function:

Add a new transaction

1. Press the transaction button to add a new transaction.
2. Select the transaction type. You will be able to change this later.
3. See the Transaction Editor for the next steps.

Note: If you check the Advance to next unit after transaction checkbox, then after you add the transaction, the information for the next unit will appear. This allows you to quickly add one transaction per unit. However, some transactions, such as rent payments or rent charges, are best done in batch mode. See Batch Functions for more information.

Delete a transaction

The tenant's complete transaction history is presented at the bottom of the Transactions screen. See Tenant Account History for more information about this list.

1. Right click on a transaction. A list of choices will appear.
2. Select Delete Transaction. A warning window will appear, asking if you are certain you want to delete the transaction.
3. Click 'Yes' to confirm.

View/Edit a transaction

1. Right click on a transaction. A list of choices will appear.
2. Select View/Edit Transaction. A transaction window will appear.
3. See Transaction Editor to understand the transaction window.
4. Click Apply to make the changes to the transaction, or click Cancel to cancel the changes.

Change the order of transactions

This is done to move transactions into correct date sequence.

• Select the transaction you would like to move and select Move Up or Move Down.
• Each click of Move Up or Move down moves the selected transaction up or down one line at a time.
• The balances will be readjusted if you close the transaction screen and then re-enter.

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