How to edit recurring charges and one off transactions

Edit recurring charge

Recurring charges can be edited either as a batch or individually:

1. Individually  Go to the recurring charge within property, unit or tenancy>recurring>edit 

• Starting on is when you want the recurring charge to be created
• The period is the period that the rent is for
• The expected payment date is when you expect the payment to be made. This is very useful for universal credit or if you have allowed your tenant a grace period

2. In Bulk Go to the recurring screen in Financials > Recurring Charges. Filter all 'active' recurring charges, then click on update recurrings to edit them as a batch

Edit an individual transaction

Edit the transaction from the dropdown of the transaction in the statement > edit transaction. You cannot edit the amount and the transaction type. We strongly recommend voiding and re-creating the transaction if you need to edit it especially if you are integrated with Xero.