Transactions

The Transactions page provides comprehensive management of all financial transactions and check processing.

Overview

The Transactions page allows property managers to:

• Process and track payments

• Manage check writing

• Handle bank reconciliations

• Monitor transaction history

• Generate financial reports

Transaction List

The main view displays all transactions with key information:

• Transaction Date

• Amount

• Type

• Status

• Associated Building

• Reference Number

Note

Transactions can be filtered by date, type, status, or building.

Check Management

Features for managing checks include:

• Write New Checks

• Print Checks

• Approve Checks

• Track Check Status

• Handle Check Returns

• Manage Recurring Checks

Transaction Types

Common transaction types include:

• Resident Payments

• Vendor Payments

• Bank Deposits

• Bank Withdrawals

• Journal Entries

• Adjustments

Reconciliation

Tools for bank reconciliation:

• Auto-Reconciliation Engine

• Manual Reconciliation

• Bank Statement Import

• Reconciliation Reports

• Discrepancy Resolution

Note

The auto-reconciliation engine uses machine learning to match transactions with appropriate GL accounts.