Banking

Manage your account ledgers
This is how to view, and edit your list of account ledgers. You can easily add new bank accounts, and ledger accounts. Go to Control Panel > Chart O...
Wed, 17 Jan, 2024 at 10:41 AM
Manually importing bank statements - columns not recognised
This is what to do when the dates are not recognized  while manually importing your bank statement. Open your excel document Select the date column Form...
Mon, 17 Jul, 2023 at 3:14 PM
Metro Bank integration
Although they claim so on this page https://developer.metrobankonline.co.uk/, at the moment Metro Bank PLC is simply not adhering to Open Banking specificat...
Fri, 24 Feb, 2023 at 10:52 AM
New manger or property expense ledger from the banking window
This is how to create a new ledger for a manager or property expense directly from the banking window. Select an expense on the banking window. Click ...
Wed, 17 Jan, 2024 at 10:39 AM
Reconcile council payments +refund
This is how to reconcile some incoming council payments that also deducts a refund for another tenant. Create all rent payments from the relevant lease pa...
Tue, 16 Jan, 2024 at 11:38 AM
Reconcile general manager expense
This is how to reconcile a manger expense (not forwarded to any landlord): In the banking window find the transaction. Click the search button. Select F...
Tue, 16 Jan, 2024 at 10:46 AM
Reconcile letting fee + rent + deposit
This is how to reconcile an incoming payment from a letting agency that includes one month rental payment, tenant deposit, and also deducts the letting fee....
Mon, 15 Jan, 2024 at 11:50 AM
Set default bank account
This is how to change the default bank account for making payments: Control Panel > Settings > General Tab > Default Bank Account Select the d...
Tue, 16 Jan, 2024 at 10:49 AM