Accounting Tab: Payables> Receipts Page Explained

The Payables> receipts page: The Receipts page of the payables section holds all transaction information of past payments you have made to others or yourself, and on behalf of others and yourself. The Payables> receipts page is your payment history page, and with this page you may

• View list(s) of payments made in a certain date range: 
• To find specific payments: you may filter receipts by payee, check number, property owner (for all payments made regarding properties owned by a specific person), unit address (if payable was associated with a single unit), or Unit Group (to view only those payments associated with units that are members of a specific group)
• Make Adjustments to Previously Recorded Payments - Your past payables, now marked as paid are found in this receipts page... you may reference these past payments and perform a number of different tasks. 
• Duplicate a past payment, similar to a current payment - if you have another payment of the same type as a past payment, to the same payee, for the same amount, and associated with the same unit, avoid entering the information again with the "Record Similar Payment" option 
• Below is a screenshot explaining the general functions of the Payables> receipts page, (zoom in on your browser if the text is too small to read):

How to Properly Use the Payables> Receipts Page

Step 1: Search for the receipt(s)

• Set proper date range
• Filter by searching for an owner, payee, unit address, or by limiting to a certain Unit Group

Step 2: Perform the task you aim to complete - the following list explains the different tasks you may perform in the Payables> receipts page; once you've found a payable, learn more about it by clicking on it to view the full details of the payment and expose a menu of task options you may perform on the payment record (receipt)

• Print or export list of receipts - for hard copy records or back up files of payments entered
• Mark payment as unpaid - doing so will re-asses the payable to your account, so you will see the payable re-appear in the "payables" page as an item still requiring payment... this re-assessment of payables will not occur if the "Remove" option is selected
• Record similar payment - so payment details need not be entered twice if an additional payment is nearly identical to another, only with a different record date
• Adjust the details of the payment - you may change anything about the payment, including the property owner associated with the payment; the associated owner balances and expenses will adjust accordingly
• Remove record of the payment and remove associated expenses - rid yourself of an entry that should not be on your books