Dashboard - Batched Receipts

Dashboard - Batched Receipts

This User Guide covers how to Receipt Arrears in bulk.  Please see Setting the PM Dashboard as Default

This article relates to the ALTO Property Management Module

1.To access the dashboard click the button at the top left of the screen that looks like a house.

2.On the Dashboard click on the Batch Receipts Button underneath the Arrears widget.

3. A list of all Arrears will appear.  You have to receipt each Payment type separately, so choose a Payment Method and set a Receipt Date then tick all entries where the money came in on the selected date with the chosen payment method.

4. If you have received a Partial Amount type that amount in the Receipt Amount box on the right.  The system will automatically allocate money against the oldest invoices first, if you wish to have more control over how it allocates the money you are best to receipt the money via the Records Receipt screen.

5. If there are Monies Held on the Tenancy record, the system will automatically apply it to any Outstanding invoices when you select that Tenancy to receipt more money against.

6 . The number of Receipts and the running total will show on the bottom left of the screen.

7. Work through each line you wish to receipt then click Batch Receipts in the bottom right to Update.  Work through this process again for each Payment Method and for different Dates.All the receipts will then appear on your Bank Reconciliation.


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