Customer/ Debtor
How to Add Other Tenant or Debtor for Billing in i-Account
Introduction During i-Account setup, unit owner data is usually imported from i-Neighbour > Community > Manage Unit. The imported owners are created as customers/debtors and can be managed at Accounting > Sales > Maintenance > Customer. For other ...
How to Allocate or Change Allocation for Customer Payment & Credit Note
1. If you have not completed the allocation previously or need to change allocation for a fully allocated customer payment receipt, customer credit note or credit debtor journal entry, go to Sales > Transactions > Allocate Customer Payments or Credit ...
Changing Unit Owner in i-Account
Introduction Periodically, there will be instances of sale or sub sale of a unit in a property. When this happens and management is notified, the Admin has to change the unit owner information and add the new owner into the system. This step is to ...
i-Account - How to Issue a Refund to Owner
Introduction Occasionally, the management needs to issue refund payments to owners and residents for circumstances such as a refund for penalties, cancellation of bookings/charges or overpayments. Below are the steps to record this in the i-Account ...
i-Account - How to Assign and Unassign Unit Owner to Customer Group
Introduction Admins can assign unit owners into specific groups to differentiate when generating batch invoices or extracting the reports efficiently. To assign the unit owners into a specific group, Admin can follow the step as below: Steps 1. Once ...
How to Check Transactions of Previous Owners in i-Account
Introduction Eventually, there will be instances of sale or sub-sale of a unit in a property. When this happens, and the management is notified, the Admin has to change the unit owner information and add the new owner into iNeighbour. Refer to the ...
How to Edit Unit Owner Name in i-Account
Introduction Occasionally, the management may have to update a unit owner’s name in i-Account due to spelling errors, missing joint owner name, or other reasons. Since the owner profile is structured differently between i-Neighbour and i-Account, the ...