Handling Transactions

Handling Transactions

Handling Transactions

  1. Navigate to Transactions:

    • Go to the "Accounts" or "Transactions" tab within the system.

    • Why? This step gives you access to all financial transactions associated with properties, allowing for comprehensive oversight and management of cash flows, which is critical for maintaining financial stability.

  2. Add Quick Account for Leases:

    • Select "Add Quick Account" to enter details such as account purpose, payment amounts, and schedules.

    • Why? Quick accounts facilitate streamlined financial operations, enabling automatic tracking of recurring payments which enhances efficiency and reduces errors.

  3. Generating Invoices for Rent Payments:

    • Choose a lease and select "Generate Invoice" for the rent payment due.

    • Why? Generating invoices formalises the request for payment, ensuring legal and professional handling of rent collection, which helps maintain consistent cash flow.

Tags: Financial Management, Handling Transactions, Accounts Tab, Transaction Oversight, Quick Accounts, Recurring Payments, Generate Invoices, Rent Payments, Cash Flow Management, Financial Stability


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