How to do manual transactions in Zavanti

Steph Hay

April 15, 2024 20:39

Click on Tenancies under Housing to view all the current tenancies.
Double-click the tenancy that requires a manual transaction to be added.
Navigate to the Transactions tab
Note: The transactions displayed are dependent on the selected tenant’s transactions and balance history
To set up a manual transaction against the tenancy, select +New Tenancy Transaction
Enter the following:
- Date (this should be automated to today’s date)
- Transaction Type
- Amount
- Payment Type (if known)
- Property Reference Number
- Comments
Save & Close
Note: The manual transaction should now be displayed in the first table on the transactions screen.
Navigate to the Rent & Balances tab
Select the calculator next to the balances category where your manual transaction was allocated to.
An option will appear to recalculate your balance. Select Recalculate
Note: The balances displayed now include the manual transaction that was added