How to Action Rent-To-Non-Rent Request

This guide will explain how the BUSINESS SUPPORT team manage and track any tenant credit that is not rent related as requested by the tenancy manager.

Note: To refund a non-rent credit, you need first to complete a manual transaction to move the credit to rent. Once this is completed, you can then begin a rent credit refund request.

1. Click on Tenancies under Housing to view all the current tenancies.
2. Double-click the tenancy requiring a manual transaction to issue a credit refund.
3. Review current tenancy transactions and charges in the RENT & BALANCES tab.
   
4. Identify the amount in credit by reviewing the right-hand tables on the Rent & Balances screen.
   
   
5. Navigate to the Transactions tab.
   
   
   
6. To set up a manual transaction against the tenancy, select +New Tenancy Transaction.
   
   
   
7. Enter the following:
   • Date (this should be automated to today’s date)
   • Transaction Type
   • Amount
   • Payment Type (if known)
   • Property Reference Number
   • Comments
     Note: the transaction chosen should be a DR adjustment. For example, ‘Cleaning DR Adjustment’.

Save & Close
Note: The manual transaction should now be displayed in the first table on the transactions screen.

Recalculate the tenancy balances

1. Navigate to the Rent & Balances tab.
2. Select the calculator next to the balances category where your manual transaction was allocated to.
   
   
   
3. An option will appear to recalculate your balance. Select Recalculate.
   Note: the balances displayed now include the manual transaction that was added
   
   
   
4. Repeat the above process to add the manual transaction removed against rent as a rent payment.
   
   

   Rent credit refund request

   Now complete a rent credit refund request, using the guidance here.