RP - Move Payment to Another Account/Unit
Move a Payment to Another Unit or Account 1. Go to Navigation Menu > Applicants / Residents 2. Find and View the household in question 3. Go to the Ledger tab 4. On the payment you want to move, click View 5. Click Edit > Change account 6. Find and select the correct household 7. Click Post …
RP - Move Partial Payment to Another Unit
* You can void this payment transaction if this is scanned within the same day. This adjustment should be made before 8 PM CST. Once voided, you can then rescan the check as a split payment. * You will need to verify if the Allow Negative Transaction is enabled in OneSite to perform the first step in Option 2 bel…
RP - Delete a Required Deposit
To delete a required deposit: 1. Go to Navigation Menu ( ) > Residents 2. Locate the household and click View next to their name 3. Go to the Ledger tab 4. Change the ledger dropdown from Resident to Deposits 5. Next to the Required Deposit in question, click Details 6. Click Delete next to the r…
RP - Move Payment from Resident>Deposit Ledger
Move Manual Payment from Resident Ledger to Deposit Ledger 1. Go to Navigation Menu () > Residents 2. Locate and View the resident 3. Go to the Ledger tab 4. Next to the payment in question, click View 5. Click Move to Deposit Ledger 6. Enter the Amount to move 7. Click Post You will only …
RP - Add a Required Deposit
To add a required deposit (unit/security/pet) 1. Go to Navigation Menu > Residents 2. Locate the household and click View next to their name 3. Go to the Ledger tab 4. Change the ledger dropdown from Resident to Deposits 5. Click Change required deposit 6. Click Add and enter the following infor…
RP - Deposit Held in Red
You will need to move the payment. To move a payment from the resident's ledger to the deposit ledger: 1. Go to the Navigation Menu (3 bars) > Residents 2. Locate and View the resident 3. Go to the Ledger tab of the resident 4. On the payment in question, click View > Move to deposit ledger Note: Approp…
