I suggest you ...

Combine existing transactions into a split transaction

ACH payments and and check payments are often deposited in a bank account as a single lump sum consisting of multiple payments. A simple combine dialog with check boxes to include individual payments into a single parent split transaction with a date and memo, NOT TAKING the tenant info of the first item (as happens now if you modify a split transaction, which is also frustrating).

Currently, we can't even use automatic rent-payment-based management fees since there is no way to do that in a split transaction scenario. We have to delete any entries by ACH or otherwise, create a split transaction assigned to properties with a generic category, go to each individual property and assign the rent income category and assign it to the tenant, then MANUALLY charge all management fees. It is too many steps subject to much human error.

If we could enter individual rents, use the automatic charging of management fees, and keep automatically generated ACH payment entries, as the system is touted to be able to do, and then simply combine them into a parent split transaction with a date for the purposes of the management account to match what happened in the management bank account, it would save tons of work, re-entries, and fixing of errors.

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    Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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