When a deposit is made into the trust account for more than one tenancy, for instance if a tenant occupies more than one property and pays both rents together, it is not possible to reconcile using the Find and Match function on the Bank Statement reconciliation.  This is because each trust account receipt needs to relate to only 1 Tenancy.


Use Process Payment to make the receipts.  Start Process Payment from the + quick link menu, the Tenancy Summary or Rent screens or within the invoice.


For instructions on using Process Payment please see Receipting Funds via Process Payment


Once the receipts are already processed they can be selected on the Bank Statement reconciliation against a single deposit.