1. Click Transactions → All Transactions from the Menu.
2. Click Add New.
3. Fill the required transaction details.
*What’s new: 4. You can record Deductions or Additional Charges in Sub-Total to get final Total amount calculated automatically.
6. You can also Add the ‘Notes’ for the particular transaction for your convenience.
7. Click ‘Save and New’ to save this transaction and add new one directly from here.
1. Click Transactions → All Transactions from the Menu.
2. All the Transactions are grouped into All, Paid and Unpaid transactions.
3. A table with Transactions list will be shown along with Property Name,Tenant Name, Date, Transaction Type, Total, Receipt*.
* Receipt option is available for Income and Liability transaction type and not for expense.
4. You can also sort the Property, Tenant name, Transaction type, Total,Date in ascending or descending order alphabetically or numerically.
1. Click Transactions → All Transactions from the Menu.
2. Select Property name, Tenant name, Transaction type and you can also set Start and End date criteria to search particular Transaction records in the search bar.
3. Click ‘Search’ to get the filtered results for your transaction data.
1. Click Transactions → All Transactions from the Menu.
2.To export your all Transactions with its details, click Export button.
3.You can also Export particular Transaction after filtering them.
*What’s new: 4. The exported document also includes the ‘Notes’ you have added with each Transaction.
*Note that E-signed Receipt option is available for Income and Liability Transaction type only and not for Expense.
1. Click Transactions → All Transactions from the Menu.
2. Click ‘Receipt’ under Receipt column in Transaction list table.
3. Receipt details will be shown in popup window.
4. World of Rental gives you a Receipt template filled with the details of the Property and Tenant name, Rent amount and Lease period. You can Edit the Receipt content by clicking on ‘Edit Text’.
5. You can e-sign your signature in ‘Signature’ box. Also you can ‘clear’ your signature to reset.
6. This Receipt can be directly emailed to your Tenant by clicking ‘Email Receipt’ or it can be saved in your computer by clicking ‘Save as PDF’.
Edit the Transaction:
1. Click Transactions → All Transactions from the Menu.
2. Click ‘Edit’ button under ‘Action’ for the transaction you want to modify details for.
3. After making changes for the Transaction Details, Click ‘Save’ to add the changes in your Transaction data.
Delete the Transaction:
1. Click Transactions → All Transactions from the Menu.
2. To Delete any Transaction, click on the downward arrow besides ‘Edit’ and click ‘Delete’.
*What’s new:
You can mark any Transaction as Unpaid or Paid with just a click, no need to edit the details for it.
1. Click Transactions → All Transactions from the Menu.
2. Under ‘Action’ column, click on downward arrow besides ‘Edit’.
3. Click on ‘Mark as Unpaid’ or ‘Mark as Paid'(in Unpaid tab).