Property Tree: 03. Tenant Download Processing and Reporting - Video

In this video, we will take you through how to run the Tenant Download process. Using Tenant Download in Property Tree, the Tenants pay directly into your trust account using their Tenancy ID. Each morning you download a file from the bank.  Property Tree will read the Tenancy ID and name and automatically receipt and present the funds in your Bank Reconciliation. If a transaction cannot be matched and is sitting in the Manual tab, we will show you how to check and manually receipt the transaction.

At the end of this video, we will be able to:

• Download the file into the Tenant Download screen
• Process the file and view the information under Last Files Processed
• Download the report