1. The transaction is related to a property
Any bank transaction linked to a specific property can be viewed from either the Landlord Ledger or Tenant Ledger.
To access either of these ledgers, please follow the steps listed below:
Navigate to Lettings properties > Property Balances
Locate the required property
To access the landlord ledger, click on the value within the Landlord balance column (shown below)
To access the tenant ledger, click on the value within the Tenant arrears column (shown below)
From either ledger, click on View > Bank lines (landlord ledger) or Bank lines (tenant ledger) from the top right corner
Users will be directed to a new page that lists all bank lines for the selected property. If required, use the search field to filter the results and locate specific transactions.
2. The transaction is not related to a property
If the transaction is not associated with a specific property, such as a fee transfer or a bank line assigned to the wrong category, it can be located via Bank > View Bank Lines.
The View Bank Lines page displays all bank transactions within a selected date range. To help find a specific transaction:
Use the Search field in the top-right corner to filter by details such as subcategory, date, or amount.
Use the Filter By dropdown in the top-left corner to narrow results by account.
By default, the page displays transactions from the previous week. If you need to view older transactions:
Click Change Date Range on the left-hand side of the page.
Enter the required Start and End dates.
Click Filter.
The page will refresh to display only transactions that fall within the selected date range.
Note: Larger date ranges can take longer to load due to the volume of data being processed.