To authorise a rent payment batch

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

  1. Navigate to Quick Menu > Rents > Configuration > Rent Payment Batches. The Payment Batch Detail window is displayed.
  2. Expand the Awaiting Authorisation payment batch status heading from the alphabetical list and select an associated batch reference or type the reference directly into the Search Payment Batches field. By default the list is filtered to show Open payment 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 payment batch and current system date respectively.


Alternatively, the procedure to authorise a rent payment 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 Payment Authorisation 3. The Payment Authorisation window is in focus, revealing a list of all batched rent payments in the summary table that are awaiting authorisation. By default, the list is filtered to show rent payment batches with a status of Awaiting Authorisation that are within the end user's batch value threshold limits.
  3. Click on Expand. The Payment Authorisation window is displayed in full screen mode 4.
  4. Double-click on the row matching the rent payment batch to be authorised. The Payment 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 payment batch and current system date respectively.
  6. Click on Close. The authorised rent payment batch is removed from the Payment Authorisation Home pane.


Note

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

2 It is only permitted to authorise a payment batch where the status is set to Awaiting Authorisation and the overall batch total matches the combined transaction values; system validation rules ensure that only user accounts with a Maximum payment 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 payment batch management overview

To create a new rent payment batch

To add a rent payment to a batch

To cancel a rent payment batch

To set rent authorisation limits for a user account