What it's forSave hours of keying: most levy deposits are matched to the right lot automatically.
Who it's forAccounts officers and administrators. Strata managers and portfolio managers can usually view.
Step by step
- Step 1: UploadFinance › Bank import › Upload a statement. Choose a CSV, OFX, QFX or QIF file (up to 5 MB) from the trust account and press Import. Lines already imported are skipped.
- Step 2: Automatic matchesLines are matched by BPAY CRN, then “lot 12” or “unit 4” in the narrative. With the setting on, those are receipted straight away.
- Step 3: Confirm the restOn To match, suggestions show as Lot X? with the reason (amount or owner name). Choose the lot under Receipt to lot and press the tick. Use Set aside for deposits that aren't levy payments.
- Step 4: ReviewReceipted, Set aside and Money out tabs show what happened to every line.
Common problems
Is there a live bank feed?
Not yet. Download the statement from your bank and upload it.
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