The Non-Resident Deposits Template lists the deposit amounts each Non-Resident has payed in.
The sample template is attached at the end of the article. Fields in red are required. Please complete one template for every property listed in your portfolio.
Resident Name: Must match an existing main contact.
Import Date: Recommended to use the conversion date rather than the original transaction date.
Transaction Category Abbreviation: Must match an existing deposit transaction category abbreviation for Non-Resident Deposits paid in. (These categories can be found in Admin>Transaction Categories.)
Payment Type: When a deposit is paid in, please select one:
- Money Order
- Credit Card
- Debit Card
- Cashiers Check
Reference: Reference number of the deposit; For implementation purposes please enter "Conversion".
Description: Enter the a description for the transaction.
Deposit Paid: Enter amount paid in. Number only.
Notes: Enter any notes if needed.