Bank Clearance Day

Bank Clearance Day

Bank Clearance day for Agent

 

 

- To set the bank clearance day, go to the 'Overview' screen and click in 'Preferences'.

- Then in the 'Preferences' window select the 'Agent' tab from along the bottom.

- Change the 'Bank Clearance Days' to 0.

- Click 'Save'.

- To set up a bank clearance day for a different payment method you have to be in the 'Payment Method' function which is available when you set up a new tenancy.

- To access 'Payment Method' click on the grey square to the right if the box.

- You can then, add all different payment methods and apply a different clearance period (the clearance period is the amount of days given to clear payments to/from the bank). 

- Enter the payment method and clearance period.

- Click 'Save'. 

- The new payment method will be added to you list and you can apply it to the correct records.

 

 

For More Information Please See The Attached Document


    • Related Articles

    • Clearing Receipts to the Landlord

      Go to the ‘Tenancy’ module, select the relevant Tenancy and click on ‘Tenancy Receipt’ This will bring up the 'Receipt' window with the tenancy details pre-selected Before Posting a receipt please check the following: The bank account details are ...

    • Credit Landlord on Invoice

      Credit landlord on Invoice     If you want to make funds available to the Landlord as soon as you raise rent charges to the tenant you need to apply the correct setting on property record.   - Click on the 'Management' button within the property ...

    • How do I enter a Landlord Receipt

      This is exactly the same as receipting rent from a tenant except the receipt is coming from the landlord, and the receipt relates to a landlord invoice that is not appearing on a landlord statement. Select Landlords from the main menu then select ...

    • Properties that are let, but still showing as available.

      When you let out a property it will already be set to let. If you currently have properties that show as available, however are let out, you need to go into the property record. You will see a tick box for 'Include in Rental Advertising' Remove then ...

    • Landlord Adjustment

      Landlord Adjustment     A Landlord Adjustment is a transaction that you wish to appear on the 'Landlord Statement' such as opening balance.   - Go to the 'Landlord' module and click on 'Landlord Adjustment' this will bring up a new window. - Click on ...