Tenant Transactions are payments received from, and paid to a tenant in relation to a property managed by Solo/Origin. Examples of such payments received from a tenant are rent collection (both tenant payments and housing benefit payments), and the lodgement of a security deposit. An example of payment made to a tenant is the return of a security deposit when the tenant vacates the property. To access Property Payments select Bank > Tenant Transactions in the main menu.
You will initially be requested to select a property instance, i.e. the property against which the receipt or payment is to be recorded. This can be achieved in two ways:
- Select the property from the drop down list.
- In the text box to the right of the drop down list start typing the first line of the property address. When the property's address appears in the drop down list press the return key on your keyboard.
The selection of a property will result in the Tenant Transactions screen being displayed. This screen consists of three tabs;
- Receipts (Incoming)
- Payments (Outgoing)