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:
Removing a raised charge
If the expense has been raised, the charge will appear in the tenancy Transactions.
- Click Tenancy on the main toolbar
- Select the relevant tenancy from Recent & Favourite Tenancies
- Alternatively, find the tenancy using the Search Tenancies bar in the top right
- Ensure the correct tenancy has been selected and click Transactions on the side menu
- Locate the expense entry and click ... (Actions) at the end of the line
- A Credit Charge message appears. Click Yes to raise a credit of the expense
- A credit entry will appear with the current date
Removing a charge not yet raised
If the charge has not yet been raised, the charge can be deleted or edited as required.
- Click Tenancy on the main toolbar
- Select the relevant tenancy from Recent & Favourite Tenancies
- Alternatively, find the tenancy using the Search Tenancies bar in the top right
- Ensure the correct tenancy has been selected and click Actions
- From the dropdown menu, click Charge
- Click Edit on the line of the charge you want to amend or remove
- Edit the charge as required and click OK, otherwise, click Delete Charge