To post a batch of adjustments to rent accounts

The procedure to post a batch of adjustments to rent accounts is as follows:

1. Navigate to Quick Menu > Rents > Configuration > Rent Adjustment Batches. The Adjustment Batch Details window is displayed.
2. Expand an 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 Post 2. The associated adjustments are transferred to the matching accounts, to offset the corresponding charges, and the batch status is set to Posted. The Posted By and Posted Date fields are automatically populated with the name of the end user posting the adjustment batch and current system date respectively.

Note

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

2 It is only permitted to post an adjustment batch where the status is set to Entered or Part Posted and the overall batch totals (net and VAT elements) match the combined transaction values; the operation is inactive for adjustment batches awaiting authorisation.

See related topics...

Rents adjustment batch management overview

To authorise a rent adjustment batch

To cancel a rent adjustment batch