Receipts and Journals - Recorded Webinar

Receipts and Journals - Recorded Webinar

In this webinar we’ll run through the receipt types available, what happens when you use each type and confirm how to cancel a receipt if incorrect. We’ll also explain the journal funds feature and how to move funds using the Owner to Owner or Property to Property option.

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About this course

What will we cover?

- Receipting

- Receipt drop-down options: Agency, Bond, Buyer, Ownership, Property, Tenancy, Unknown and Vendor

- Receipting to a Tenancy including Held for Tenancy

- Cancelling a Rent Receipt

- Rent Credits – New Tenancy and reimburse Tenancy for repairs paid

- Journals and journal reversals

 

What will you take away: You will be able to take away a full understanding on all receipting options and how to move funds through Property Tree via the journal feature. 

Curriculum

  • Receipts and Journals Webinar
  • Survey

About this course

What will we cover?

- Receipting

- Receipt drop-down options: Agency, Bond, Buyer, Ownership, Property, Tenancy, Unknown and Vendor

- Receipting to a Tenancy including Held for Tenancy

- Cancelling a Rent Receipt

- Rent Credits – New Tenancy and reimburse Tenancy for repairs paid

- Journals and journal reversals

 

What will you take away: You will be able to take away a full understanding on all receipting options and how to move funds through Property Tree via the journal feature. 

Curriculum

  • Receipts and Journals Webinar
  • Survey