Who is this guide for?
The manager of the building or the accountant who receives checks from the residents or liberates checks in the name of the building, wants to register them and follow up their case until they are disbursed.
Before you begin
- Select the correct building from the top bar.
- If you don't show a list, Checks Inside Finance button, you don't have permission — contact your building manager.
- The registered check doesn't change the fund balances until his payment is recorded after his disbursement.
Steps
- From the side menu, open Finance then ChecksUpstairs, you see the number of cheques in each case: Pending, Deposit, Received/Disbursed, Returned, Canceled.
- Click Addition of a check and choose Direction: Incoming Chick received it, for example, from a tenant or.. Outgoing Chick's pushing the building.
- Fill up Check Number Like 004512 and..Amount (e.g. 1500)Due Date — they are mandatory — then — Name of bank ,Name printed on the check (drawer/beneficiary).
- My choice: Cheque holder's mobile number To remind him of SMS,Currency Suppose By fund), andDate of liberation "It's today if you leave it empty,"fund.
- To tie. Choose Related to dormant chargeAnd identify who delivered the check in Received from (user) Or write it in or other name.
- Easy Check photo (open) A photo or a PDF, and write Remarks If you want, then press Save.
- To change the situation, the buttons used: Deposit When he's in the bank, then Received When you spend it, or Returned If he wears, you're asked to confirm every time.
Result
The check appears on the list in case PendingYou can clear it Direction ,Status then Filter.
Important notes
- The change and deletion button disappears after a check is recorded, and the deletion is only available for the check Pending or Deposit.
- Turning the check into Canceled Or bring him back Pending Unavailable with control buttons; this is done from the cheque screen in the application.
Who is this guide for?
For the building manager who registers the checks and monitors their status from the mobile phone.
Before you begin
- If the Checks fund does not appear on the More screen, you do not have authority — contact your building manager.
Steps
- From the bottom navigation, select More then Checks.
- Use the buttons at the top of the list to filter: All, Incoming, and Outgoing, then statuses (Pending, Deposit, Received/Disbursed, Returned, Canceled).
- To add a check press the + button at the bottom of the screen, choose Direction, type Check Number and Amount (such as 1500) and choose Due Date.
- Complete what you need: Name of bank, Name printed on the check (drawer/beneficiary), Cheque holder's mobile number, Currency, Fund, Related to dormant charge, Received from (user) or or other name, and Remarks, Then click Save.
- To change the status, click on the check card, and in the Status section, choose the new status.
- From the same window you can Edit the check or Delete it.
Result
The message “The check was saved successfully” appears. Or “Check status has been updated.”, and the check appears in its new status in the list.
Important notes
- Attaching a check image, release date, and customizing reminders for a specific check is done from the web control panel.
- If you assigned check reminders from the control panel, modify that check from the control panel as well, so that its reminders are not overwritten by the global setting.
- After registering a payment for the check, it appears “It cannot be modified or deleted.”