If you receive batch council payments for multiple tenants and the council provides you with an Excel or CSV sheet with a breakdown for each tenant payment, you can easily allocate them all in SleekTech without having to put them in manually.



This window can also be used for other kind of batch payments, like when you get a bulk payment from a direct debit provider etc.


This is how you do it:

  1. Open the Banking window.
  2. If the council payment is already in, click on the search button next to the payment and select Batch Payment. Then skip to number 5.
  3. If the payment is not in yet, click New Batch Payment from the page ribbon of the banking page.
  4. Insert the total amount of the council payment.
  5. Drag in your Excel or CSV sheet into the drag and drop section (top right corner with the label "Drag and import from Excel")
  6. Some columns might pair automatically and will show in green.
  7. Pair the rest by selecting the correct header from the dropdowns above each grey column.
  8. Make sure the description column has something unique for each tenant, like Housing benefit reference, National insurance number or your own Lease Code. Otherwise just use the column with maximum information, like tenant name or address etc.
  9. Click Next and when complete click Finish to exit.
  10. You will see all payments on the left side and all your tenants should be matched up.
  11. You can then apply each payment to the tenant rent like you usually do in the banking window.
  12. Once finished, Click Save.