How do I correct a rent payment or security deposit receipt?

If only the payment source is wrong, you can change it directly in the Tenant Transaction Report. Find the receipt using the steps below, then select its value in the Source column. You don’t need to delete the receipt.

If you recorded the wrong amount, date or tenant, delete the incorrect receipt and enter it again with the correct details.

Find the receipt

1. Go to Reports → Bank → Tenant Transaction Report.
2. Select a date range that includes the receipt date. For a backdated payment, use the date on the receipt, not the day you entered it.
3. To narrow the results, enter the tenant’s name or account number. Select Run Report.

Delete the incorrect receipt

1. Check the tenant, receipt date, amount and transaction type. Tick the checkbox on the right only for the receipt you want to delete.
2. Enter a Reason for deletion at the bottom of the report.
3. Select Delete and confirm when prompted.
4. If the payment was received, enter a new receipt with the correct details. If you deleted a duplicate, no further entry is needed.

Why can’t I see a checkbox?

• Reconciled receipt: An authorised user must unreconcile the transaction before it can be deleted.
• Locked financial period: The receipt cannot be deleted from this report. Contact your finance team about the appropriate correction.
• Permissions: If the receipt is neither locked nor reconciled, ask your Affinity administrator to check whether you have permission to delete bank transactions.