Suspense Accounts Guide

In this guide, I will show you how to deal with the Suspense Accounts and also how to deal with unexpected or unknown payments received.

Firstly go into money due in on the navigational panel in Rezi PM.

Once here you can see from your bank if there is payment you did not expect to find. What you can do with this is to 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 unexpected payment. You can then select the option to add the payment into the 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 suspense accounts section on the dashboard.

If you want to allocated this funds to a person at a later stage, simply click into the Suspense funds section from the Accounts Dashboard and select the payment you want to identify.

From here click on the 3 lines at the end of the payment line to open up the option to unsuspend the funds.

In this pop up window you can search for a person on your database to allocate this payment too. Simply search in the box with the person who made the payment and select them from the dropdown menu.

Once selected you can click insuspend funds option and the payment will be allocated to that person. If that person is in a tenancy then the rent can be paid to the landlord or if the payment if for a contract then they can be paid as well.

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