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How do I change the clearance period for different receipt types?

Zenya Allen
Zenya Allen
  • Updated

It's possible to set a number of clearance days for different receipt types, so when money is receipted such as a cheque, a certain number of days need to pass before the Landlord can be paid.

These clearance days can be overridden, if required, when creating a Landlord payment by selecting Use Uncleared in the Pay Landlord view.

 Note

You will need access to User Defaults, to edit your default settings. These can be accessed by those who have the correct permissions

To set the clearance period in User Defaults:

  1. Click Defaults on the main toolbar
  2. Click User Defaults on the dropdown menu
  3. Click Preferences
  4. The Tenancy/Tenant Clearance Period (in days) lists the receipt types 
    1. Description - Use the scroll bar on the side to see the full list 
    2. Clearance - Enter a number of days which you want to wait for clearance. Leave as 0 if no clearance period is required
  5. Click Close

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