Chercher une procédure par mots clés.

1. Go in the left menu, Accounting, Collection, Rent Collection tab
2. Select the preferred display format by clicking on Collection by Building or by Lease in the upper right corner.
3. Choose the date of collection as well as the bank account in which the rents will be deposited
   
   NOTE: If no choice of bank account appears in the drop-down menu opposite to the mention Deposit, click twice on it. Your bank accounts will appear then in the drop-down menu.


NOTE FOR THE MANAGEMENT COMPANIES You don't have to go in each managed company to carry out your accounting transactions. The bank accounts of managed companies will appear in the drop-down menu with those of the management company as follows:

(Nameofmanagedcompany) 1060 - current account

Make sure to enter received rentin the appropriate bank account.

NOTE: If you have invoiced a lease, but it does not appear in the window for the amount to be collected, verify if a signatory is associated with the lease. (see left menu, Data, Lease, tab General, opposite the box Signatory of cheques)
4. Follow the selection instructions as per the situation


One or many rents received ENTIRELY
In this case, you must proceed with the following step for EACH METHOD OF PAYMENT SEPARATELY (cheque, then money cash or vice versa)
• Select on the left hierarchy list of all the rents which were paid ENTIRELY at the selected date and which will be deposited in the previous selected bank account.

Rent PARTLY received
In this situation, each lease must be processed individually.


• Check on the left list of the received rent
• Enter the cheque amount or money cash received in the spaces provided
• Click in another box so that the system updates the data in the window


NOTE: The balance to be collected will appear opposite the line Balance. This balance will remain in the tab Automatic Collection until a collection fills this shortfall.


5. Click on the small sheet icon at the left of the button Collect to print a receipt
6. Press on the Collect button

To view the rents to receive and to print a collection report, refer to the link below.