When a tenant occupies multiple properties and makes a single combined payment, you cannot reconcile it directly across tenancies using Find and Match. Instead, create separate receipts for each tenancy first, then reconcile them together against the single bank deposit.
Step 1: Create a Receipt for Each Tenancy
Click the [+] Quick Links menu and select Process Payment.
2. Select the tenancy this payment relates to.
3. Select the invoice number(s) to allocate the payment to.
4. Enter the payment amount for each invoice.
5. Complete the Payment Date, Paid to Account, Payment Method, and Paid By fields.
6. Click Process Payment.
7. Click Process Another Payment and repeat for each additional tenancy.
Step 2: Reconcile Against the Bank Deposit
Go to Client/Trust Accounts > View Bank Statements.
Select your individual receipts — together they should match the single deposit entry.
Reconcile to complete the process.
In Asia-Pacific, "Trust Account" is standard; European customers use "Client Account". Client/Trust Accounting does not apply to North American customers. For more information, see our Glossary of Regional Terminology.