To authorise a rent adjustment batch

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The procedure to authorise a rent adjustment batch is as follows:

  1. Navigate to Quick Menu > Rents > Configuration > Rent Adjustment Batches. The Adjustment Batch Details window is displayed.
  2. Expand the Awaiting Authorisation adjustment batch status heading from the alphabetical list and select an associated batch reference or type the reference directly into the Search Adjustment Batches field. By default the list is filtered to show Open adjustment batches. An alternative filter can be applied using the Select view drop-down field: Entered, Awaiting Authorisation, Posted, Cancelled, Part Posted or All 1.
  3. Click on Authorise 2. The Authorised By and Authorised Date fields are automatically populated with the name of the end user authorising the rent adjustment batch and current system date respectively.


Alternatively, the procedure to authorise a rent adjustment batch (via the Home screen) is as follows:

  1. Navigate to Home (), if not already active. The default Home tiles are displayed.
  2. Click on Adjustment Batches Awaiting Authorisation 3. The Adjustment Batches Awaiting Authorisation window is in focus, revealing a list of all batched rent adjustments in the summary table that are awaiting authorisation. By default, the list is filtered to show rent adjustment batches with a status of Awaiting Authorisation that are within the end user's batch value threshold limits.
  3. Click on Expand. The Adjustment Batches Awaiting Authorisation window is displayed in full screen mode 4.
  4. Double-click on the row matching the rent adjustment batch to be authorised. The Adjustment Batch Detail window is displayed.
  5. Click on Authorise. The Authorised by and Authorised date fields are automatically populated with the name of the end user authorising the rent adjustment batch and current system date respectively.
  6. Click on Close. The authorised rent adjustment batch is removed from the Adjustment Batches Awaiting Authorisation Home pane.


Note

1 The Search Adjustment Batches field will match against any element of the batch reference.

2 It is only permitted to authorise an adjustment batch where the status is set to Awaiting Authorisation and the overall batch totals (net and VAT elements) match the combined transaction values; system validation rules ensure that only user accounts with a Maximum adjustment batch value in excess of the current batch total can conduct the operation.

3 The default Home tiles are configured at user account level.

4 To return to the default view, click on Collapse.


See related topics...

Rents adjustment batch management overview

To create a new rent adjustment batch

To add a rent adjustment to a batch

To cancel a rent adjustment batch

To set rent authorisation limits for a user account