How to write-off debts on a LinkPeople tenancy

Write-offs are done usually only with CEO or similar approval and actioned by a Zavanti system admin/team leader/Systems Specialist. There are two categories – rent and non-rent – and they apply a credit to a tenancy to reduce their debt(s).

1. Click on Tenancies under Housing to view all the current tenancies.
2. Select a tenancy that you want to write off their debts or part of their debts.
3. Go to the TRANSACTIONS tab.
4. In the first table, click + New Tenancy Transaction.
   
   
   
5. Enter the following:
   • Date (it should automate too today)
   • Transaction Type, search for 'Write off bad Debt' (you can choose whether it is 'Non-Rent' or 'Rent'). You can either:
     • Use the magnifying glass to show the LOOKUP options or
     • Search for the transaction you want to enter.
       Note: If the transaction type you need is not visible, after selecting the magnifying glass click on ‘advanced lookup’
   • Amount
   • Comments (explain the reason for the write off
6. Press Save & Close at the top.
7. You will be returned to the TRANSACTIONS tab.
8. The transaction should be displayed in the first table on the TRANSACTIONS tab.