Multiple Properties - Allocations

Question asked by Donald Teale 1 week ago

The issue that I am currently facing, is how to check and allocate transactions to individual properties. When I import a statement, the system does not seem to have a Property field I can allocate, and I have some suppliers that work on various properties so the auto-allocation does not correctly find the property the work was done on. I would really like to know how to go through the list of transactions checking the allocations to individual properties, and as a check see a list of all unallocated (to a property) transactions. Thanks

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3 Replies

Hi Donald,

In this case, if you head to Dashboard > Reports > Transactions > You can select the Property in the property dropdown > Click Find. You can then review the list of transactions below, the document column should display the relevant income/ expense. You can click into the document and click Edit on the next page to amend the property if required.

Tommy

Best answer
1 week ago

No problem at all - you're very welcome!

Tommy

1 week ago

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