Standing Order module

Chris Horroll
Chris Horroll
  • Updated

The Standing Order module is an additional module that allows you to import Tenant payments into CFPwinMan from a bank statement downloaded from your bank.  

The key features are listed below: 

  • The Standing Order module is sold per branch and 1 hour remote training is provided with this module
  • A .csv file of your bank statement downloaded from your bank will need to be provided and tested before set up and go live
  • It allows receipts to be imported into CFPwinMan
  • Once fully set-up, it can be a great time-saver, especially for larger branches with many Tenancies paying by standing order or bank transfer
  • The module can be secured via password to specific users
  • A unique reference must be set in CFPwinMan and on the payments made by the Tenants. This needs to be exactly the same each month
  • If there is any ambiguity whatsoever - no match will take place, i.e. the system is designed to "fail-safe" - so that there is no possibility of allocating monies incorrectly. These receipts are highlighted so they can be entered manually

If you wish to purchase the Standing Order module, please click Submit a request below and use the contact form so that our Customer Support team can provide you with a quote. 

Standing Order Module user guide

The full user guide is attached as a .pdf below:

Standing Order IMPORT.pdf

Related articles:

Standing Order matching