Dashboard - Monies Held

Dashboard - Monies Held

This User Guide explains the Monies Held section of the Dashboard.  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. The Widget for Monies Held looks like this:

     3. Monies Held provides a list of records that have any held money receipted against them.  Clicking a row will open the Receipt screen for the relevant record, enabling you to process any outstanding Receipt items either using the held funds or receipting in further money.

    4.  If that held money should not be there at all then you will need to refund the monies held via the refund screen for the relevant record. 


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