Record rent receipts in bulk

Multiple rent transactions can be processed at the same time via the bulk transaction feature within Solo/Origin which can be accessed by selecting Bank -> Bulk Transactions from the main menu bar.

The rent receipts tab will list those rents whose receipt is expected electronically, e.g. via standing order. The Solo/Origin user must periodically confirm the receipt of such rents, or clear records from the list if the rent payment has not been made as expected.

Solo/Origin will automatically insert records into this list based on the auto collection fields of the associated tenancy record. Where the 'Auto Rent Collection?' or 'Auto Tenant Collection?' fields have been checked a record will be inserted into the rent receipts tab on the rent due date. Where the 'Auto Benefit Collection?' field has been checked a record will be inserted into the rent receipts tab on dates specified by the 'First Payment Date' and 'Payment Frequency' fields.

In cases where one or more rents have not been paid as expected the checkbox alongside the record should be checked and the 'Remove Payments' option selected. Similarly, in cases where one or more rents have been received the checkbox alongside the record should be checked and the 'Post Payments' option selected. In the latter case the following mandatory fields must be populated:

• Bank Account (select from the drop down list)
• Medium (select from the drop down list)
• Reference (optional)
• Description (optional)