Property Tree: Session 21 - Automated Receipting Workflows - eLearning

Welcome to our Automated Receipting Workflows. This course is designed for users with a knowledge of Property Tree and primarily focuses on the setting up and processing Direct Debit and Tenant Download files. It is Session 21 of our Property Tree courses.

At the end of this course, you will be able to:

• Choose from the different tenant payment methods to suit your agency
• Outline the features available for Tenant Direct Debit and Tenant Download
• Demonstrate how configure and set up Tenant Direct Debits on the Tenancy Profile
• Understand the difference between Direct Debit based on Rent Cycle and Based on Schedule
• Create and Process the Direct Debit uploading the file to the bank
• Manage Other Rent Payments, rent changes, dishonour receipts and suspend payments
• Know the preparation required before setting up the Tenant Download
• Demonstrate how to configure Tenant Download and the Allocation Rules required
• Process and Report on the Tenant Download file
• Understand how to reconcile the Bank Reconciliation after processing the Tenant Download

Duration: 1 hour approximately

When you are ready to begin, click on the Start button