This article describes how to enter a group of checks on one screen, instead of completing a separate receipt screen for each one.
To enter a group of receipts at the same time
Go to Accounting > Accounts Receivable > Batch Receipt.
Select one or more properties and complete the other fields as needed.
If you select a Cash Account before you select a Property, Breeze pulls in all the properties that use that cash account.
If you are entering tenant deposits and you use a separate cash account for deposits, be sure to select it.
Click Get Outstanding Charges. The screen displays a line for each tenant with outstanding charges.
For each tenant, Breeze auto-populates the Pay Amount field with the amount owed. You can modify the amount as needed.
Complete the Payment Reference field (enter check numbers).
If you do not have a payment from one of the tenants in the grid, click the delete icon at the end of the line. Otherwise, Breeze will create a receipt record for that tenant.
Click Create Receipts. Breeze creates the receipt records and also creates a bank deposit record for the receipts. Click the Deposit button in the upper right-hand corner of the screen to go to the deposit record.
To add a row to the table
After you complete the filter and click Get Outstanding Charges, the screen shows a table, with a line for each potential receipt. If you need to add another line (for an additional check), click the Add Receipt at the bottom of the table.
Breeze adds another row to the table. Select a tenant and complete the rest of the row.
You can only select a unit's main tenant. If you select an additional tenant, the system will give an error message when you try to create receipts.