Raise Due Transactions
When you log into Decorus, it will always ask ‘Do you
want to update tenant balances now’ – click ‘Yes’ to that and the ‘Recurring
Charges’ window will appear. This window will provide a list of transactions
waiting to be posted into Sage, if any transactions appear in green this
indicates that an invoice has been requested and will be generated in Sage
under Customers, Invoice List. The filter on the left side also shows the
different charges which are due to be raised.
In the top tool bar you have the following options:
‘Select All’ – This option will
select all transactions
‘Select None’ – This option will
de-select all transactions
‘Post Transactions’ – This will post the transactions into sage
‘Run Sage’ – This will open sage
‘Posting Log’ – If an error occurs whilst posting transactions, you can see
the error in this window
‘Print’ – Allows you to print the
list of transactions
‘Export’ – This will export the current list
to excel
‘Exit’ – Closes the window
‘Help’ – Will take you to the Decorus Help
centre
In the bottom right of the window is ‘Include up to’
which allows you to select a future date and when you click ‘Refresh’ this will
bring up all the transactions up to that selected date.
If you have multiple companies, you can select which
company you wish to view from the drop down menu
You can also access the ‘Recurring Charges’ window within
Decorus, click on the ‘Decorus Logo’ icon in the top left of the overview
screen and from the drop down menu, select ‘Raise Due Transactions’
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