Manually enter account postings in the system

If you are unable to import certain account entries into the system, you also have the option of entering them manually.

Procedure in the FM Portal

Path to the starting point: Control Panel - Property Management - Payment Transactions - Account Statements

1. Click New... in the list's toolbar. A blank form will open.

2. Fill in all required fields. If necessary, refer to the form structure (accessible via the help icon in the FM Portal) for assistance.

3. Click Save in the toolbar.

4. In the Account Transactions section of the toolbar, click New....

5. Fill in all required fields. If necessary, use the form layout (accessible via the help icon in the FM Portal) as a guide.

6. Click Save in the toolbar.

7. Repeat steps 1–4 until you have entered all account entries in the account statement.

The account entry has been created.