Correcting Tenant statement entries

Correcting Tenant statement entries

If there are any inaccuracies in the entries on tenant statements, you have the option to rectify them. These corrections made to tenant statements will not influence landlord statements or general ledgers. In cases where the issue pertains to missing entries, like bank receipts, the user can add these receipts from the landlord statement screen (see How to add transactions from the landlord statement to the tenant statement).

1. Click Admin on the Main Menu. 



2. Click on Customer Files.



3. Select Rental on the menu heading.


4. Click on the File Name to open the file. 



5. Customer File will open. Click on Tenant Charges on the file tab ribbon bar. 



6. Tenant Charges tab screen will open.

7. Under the “Tenant Statement” section, adjust the Statement Period.



8. Within the “Tenant Statement” section, click on the Edit () button on the statement entry to be modified or deleted.



9. Entry screen will open. User will have flexibility to: 
  1. Edit: Make changes to the date, description, reference, VAT and/or amount. Click to Save changes. Changes will reflect on the tenant statement.
  2. Delete: Click on the Delete button and confirm the prompt. Please note that deleting an entry will permanently remove it from the tenant statement.


10. Changes will be made to the tenant statement and may have effect to the tenant statement running balance. 

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