Viewing Transactions
Click Tenants, Vendors, or Companies in the left navigation menu.
Select the tenant, vendor, or company you want to review.
Click the Transactions tab.
Use Filter to narrow transactions by date, type, or other criteria.
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 the dropdown menu on the right side of the transaction.
Click Delete.
Confirm the deletion when prompted.
All invoice payments linked to an invoice must be deleted before deleting the invoice itself. Deleted payments will revert the invoice status to outstanding.
Electronic payments, such as ACH payments, cannot be deleted and must be refunded instead.
Unapplying Funds
If funds were applied incorrectly or need to be moved temporarily:
Click the dropdown menu on the right side of the transaction.
Click Edit.
In the Applied To section, use the dropdown menu to reassign the funds.
Select another outstanding invoice, or choose Unapplied to create a credit for future use.
Save your changes.
The related invoices will update accordingly.
Voiding Checks
To void a check due to an error or insufficient funds:
Click the dropdown menu on the right side of the transaction.
Click Void.
Confirm your selection when prompted.
The associated invoice status will revert to outstanding.