You can view and edit all transactions made through the Vendors or Tenants in your system. To do so, click on the Transactions Tab of the Tenant View or Vendor View

You will also be able to display which transaction you want to view and from which date as well.

Click on the each transaction line will display further information regarding what they were for, as well as the amount, memos entered, check numbers etc.

Deleting Payments/Invoices

If a payment or Invoice was entered by mistake, you will be able to delete either line.

You may only delete Payments/Invoices that were manually entered through the system, if they were entered as a ACH or electronic payment you will have to issue a refund.

To delete a Payment click on the Invoice Payment line first. From there you can click on the "Edit" then the "X" button to remove it from the system

A confirmation message will appear. You will then notice that the original Invoice pertaining to the payment will appear as outstanding and available to pay again in the Lease Tab

To delete the Invoice repeat the step above for the the selected transaction.

All Invoice Payments applied to the original Invoice must be deleted first.

These same steps apply to Bills and Bill Payments found in the Tenants and Company sections of the Transactions tab.

Unapplying Funds

If funds were made to the incorrect invoice, or the payment is not meant to be applied for the time being you will be able to move those transactions.

Click on either the Invoice Payment or Bill Payment line you want click on the Edit button.

From there you can select the drop down menu on the payment line made under the Applied To section. You will see a list of all the current outstanding invoices as well as an Unapplied option.

Selecting a specific invoice you will see that the funds will go towards the outstanding charge once saved and the original Invoice it belonged to will update correspondingly.

Selecting the Unapplied option will create a Credit to the account which can be added to future transactions or to the same one when ready.

Voiding Checks
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If checks that were entered through a payment have been marked as voided or insufficient funds, you can remove the payment in the system without deleting the transaction record.

Click on the Invoice Payment line of the check you want to void. In the Payment Method line click on Void Check to apply changes.

A confirmation message will appear asking if you want to continue, once completed the original Invoice will update and become outstanding if true.

You can also view any transactions (bills, invoices, management fees, etc.) that affects a company on the Accounting -> Companies tab by clicking on the appropriate company and the Transactions tab. This functions the same as the Tenant and Vendor Transactions tabs.