Contacts and ref boxes in basic manual income entry page. What are they for?

Question asked by Stephanie Norris 3 weeks ago

Hi,

I wish to enter property income and expenses details manually.

On the income page, I have no information to enter into the contacts or reference boxes. As far as i can see these boxes relate to customers. I have no customers, only tenants and managing agents.

I am unable to save any entries without something going in these boxes.

What can I do? Many thanks in advance Stephanie

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1 Reply

Hi Stephanie,

In this case, you will need to click Add below the Contact dropdown and add the tenant's name or you can add a general name such as tenant. You must also do this for the managing agents. You can leave the reference box empty.

Tommy

Best answer
3 weeks ago

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