Reversing an expense charge on a tenancy

If you have added a charge on a tenancy and it needs to be edited or removed, whether it was added to the wrong record, or the incorrect amount was entered, you can reverse the charge and re-enter it again correctly.  

This article includes: 

• Reversing a raised expense charge
• Reversing an expense charge that's not yet raised

Reversing a raised expense charge

If the expense has been raised, the charge will appear in the tenancy Transactions.

1. Click Tenancies on the main toolbar
2. Select the relevant tenancy from Recent & Favourite Tenancies
   1.  Alternatively, find the tenancy using the Search Tenancies bar in the top right
3. Ensure the correct tenancy has been selected and click Transactions on the side menu
4. Locate the receipt entry and click ... (Actions) at the end of the line
5. A Credit Charge message appears. Click Yes to raise a credit of the expense
6. A credit entry will appear with the current date

Reversing an expense charge that's not yet raised

If the charge has not yet been raised, the charge can be deleted or edited as required.

1. Click Tenancies on the main toolbar
2. Select the relevant tenancy from Recent & Favourite Tenancies
   1. Alternatively, find the tenancy using the Search Tenancies bar in the top right
3. Ensure the correct tenancy has been selected and click Actions
4. From the dropdown menu, click Charge
5. Click Edit on the line of the charge you want to amend or remove
6. Edit the charge as required and click OK, otherwise, click Delete Charge