Viewing Transactions
Navigate to the Accounting Page, and select the Tenant, Vendor, or Companies tab.
Click the Transactions tab for the tenant or vendor you wish to see.
Filter transactions by date or type to easily locate specific entries.
Click any transaction line to view detailed information, including amounts, memos, check numbers, and more.
Deleting Payments or Invoices
Payments or Invoices that were manually entered can be deleted:
Click on the 3-dot menu on the right end of the transaction.
Click Delete to delete the transaction.
Important: All invoice payments linked to an invoice must be deleted before deleting the invoice itself.
Confirm deletion through the prompt.
Deleted payments will revert the invoice status to outstanding.
Note: Electronic payments (ACH) cannot be deleted and must instead be refunded.
Unapplying Funds
If funds were applied incorrectly or temporarily, adjust as follows:
Click on the 3-dot menu on the right end of the transaction.
Click Edit.
In the Applied To section, use the dropdown menu to reassign funds:
Select an alternate outstanding invoice.
Choose Unapplied to create a credit for future use.
Save your changes. The invoices will update accordingly.
Voiding Checks
To void a check due to errors or insufficient funds:
Click on the 3-dot menu on the right end of the transaction.
Click on the Void option.
Confirm your selection when prompted. The associated invoice status will revert to outstanding.