How to add a Transaction

In this guide we'll show you how to add a simple transaction into the system.

As with raising an invoice you can do this from most people or property screens. You can also do this by going into the Money due in section. In the below example we will show you the easiest pay to do this.

Firstly, go into 'Money due in' on the navigational panel in Rezi PM.

Once here you can click the 'Add a Transaction button in the image below and then click 'Add a receipt' from the menu bar on the money due in section.

From here click 'Add a receipt', this will open a window for you to add your details about the payment. You will have the option of searching the database for the person that made the payment from here. This will make a record of this payment on their account.

You can also select the option to add the payment into the agency funds or suspense account as seen in the below picture.

Once you are happy with all the details click on 'Receive Funds' and it'll be allocated to the client account suspense accounts section on the dashboard.

• Related Articles

• Transaction Types

  The following gives a high level overview of the various transaction types. Inter Account Transfer This is used when a deposit is protected into an insurance based deposit scheme and the agencies bank account linked to the deposit scheme is the same ...

• How to Add a Contractor

  How to add a company/contractor in Rezi or Rezi PM In order for you to select different contractors for jobs in PM you must first add a company into the system. This can be done in either Rezi, or Rezi PM. Adding the contractor in either areas will ...

• How to add an Appointment into PM

  In this guide, I will show you how to see a list of your upcoming appointments and also how to to see the historic ones as well. First click on appointments on the right hand side of the screen or click on the diary icon at the top of the screen. ...

• Add/Edit Management Rent Demand Fees

  In this guide, we'll show you how to add and edit management fees from the Tenancy Page. You can add system fees in this guide that will allow you to use the same fee/s time and time again. Click here for the video guide In order to ensure generation ...

• How to add and manage a Deposit Scheme

  In this guide I will show you how to add a Deposit account into your PM account. Firstly click on the Accounts Dashboard on the left hand navigational panel. Once on the dashboard please click on the 'Add' button next to Deposits on the right-hand ...