Tenant Starting Balance

If your tenant has a balance owing or a credit that you wish to reflect on their ledger, you will want to post a manual charge or credit to their ledger.  An example of this would be in the event you are adding a tenant to your program who has lived in your property for several years and you only want to track charges and payments beginning this month, yet they have a balance due or credit for a previous month.  

To reflect a negative starting balance:

  • Go to the Tenants tab and find your tenant.
  • Click on the red dollar sign and enter the amount to post a negative balance: 



To reflect a positive starting balance: 
  • Go to the Tenants tab and find your tenant.
  • Click on the red dollar sign and enter a negative dollar amount which will create a credit on their ledger: 

 
keywords:  beginning balances, starting balances, balance forwards






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