PropWorx Investments: Link investment on file

Note: Unlinking a deposit does not release the funds from the investment; it simply unlinks the balance from the file, allowing the user to link it to a different file.

Step 1: Go to Accounting, then Investments Accounts.

Step 2: Look for the relevant deposit.

Step 3: Click on the "link investment"

Step 4: Choose Tenant or Owner 

Step 4: Pop-up will appear with the various tenants or owners. Select the relevant tenant or owner from the list. 

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Step 5: Investment will be link

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