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Tenant ledger - Changing the rent period of a transaction

The rent period assigned to a transaction can be amended if it has been allocated to an incorrect rent due date. Updating the rent period will move the transaction to the selected rent due date on the tenant ledger and will be reflected on future landlord statements.

To change the rent period of a transaction:

  1. Navigate to Lettings properties > Property balances

  2. Select the value in the Tenant arrears column against the relevant property to access the Tenant ledger

  3. Locate the relevant line and select the pencil icon in the Action column

  4. Select the dropdown Rent period assigned to and choose the correct date (see below)

  5. Select Submit

The line will now show against the relevant rent due date on the tenant ledger. The newly selected rent period will also be displayed on any new statements generated for the landlord.

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