Automated Receipting with Tenant Download - Webinar, Tuesday, July 09th, at 12:00 PM to 12:30 PM AEST

Automated Receipting with Tenant Download - Webinar, Tuesday, July 09th, at 12:00 PM to 12:30 PM AEST

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About this Webinar

Start the new financial year with automated receipting. The Tenant Download feature saves you time by automatically receipting and reconciling tenancy rent payments that have been directly deposited into your trust account. Come join us and learn everything you need to know about tenant download.

What we will cover:

  • Preparing for Tenant Download
  • When to contact the bank to ensure compatibility
  • Ensure Tenancy IDs are correct
  • How to configure for tenant download and understand the configuration rules
  • How to process a tenant download file
  • Explain the bank reconciliation, how it has auto reconciled and where to go to find it

What you will take away:

  • How to set up and configure Tenant Download
  • How easy it is to run the Tenant Download process and have your receipts automatically presented in the bank reconciliation.

About this Webinar

Start the new financial year with automated receipting. The Tenant Download feature saves you time by automatically receipting and reconciling tenancy rent payments that have been directly deposited into your trust account. Come join us and learn everything you need to know about tenant download.

What we will cover:

  • Preparing for Tenant Download
  • When to contact the bank to ensure compatibility
  • Ensure Tenancy IDs are correct
  • How to configure for tenant download and understand the configuration rules
  • How to process a tenant download file
  • Explain the bank reconciliation, how it has auto reconciled and where to go to find it

What you will take away:

  • How to set up and configure Tenant Download
  • How easy it is to run the Tenant Download process and have your receipts automatically presented in the bank reconciliation.