Unit Transactions

In this section you can access to the transactions of a unit

To navigate between units, clik on the left side list.

Tip

Use the date range filter to quickly find transactions from a specific period. You can navigate between units using the left side list without losing your filter settings.

Visual Identification in the Units List

Note

The units list displays icons to quickly identify certain information:

• Units Paying via Otonom Solutions: An Otonom icon appears for units that have set up automatic payment via Otonom Solution
• Unpaid Balance: A warning icon appears for units with an unpaid balance

Settings

Date Range	You can filter transactions by date using this parameter
Show cancelled transactions	By default, cancelled transactions are not displayed. To see them, check this box.

Table

	When clicking on the icon, you can access the transaction details
Date	Transaction date
Counterpart	Transaction counterpart. Each transaction has a counterpart. For a payment it is the bank, for an invoice it is a revenu category (common charges, etc.)
Description	The transaction description you want
Payment	Payment mode (if any): check, wire-transfer, Otonom, etc.
Inv	Invoice number (if any)
Check	Check number (if any)
Deposit	Deposit number (if any)
Invoiced	Amount invoiced to the unit account
Paid	Amount paid by the unit owner
Balance	Unit account balance after each transaction. This running balance allows you to track the account’s evolution over time.

Note

The Balance column shows a running total that updates with each transaction, allowing you to track the account’s evolution over time. This helps identify when a unit’s account went into debt or credit.

Buttons

+ Transaction	Payment	To add a payment made by a co-owner for the unit account.
	Invoice	To add an invoice to the unit account.
	Credit Note	To add an Credit Note to the unit account.
Transactions Export	Excel	To export the unit transactions in Excel format.
	csv	To export the unit transactions in csv format.
	PDF	To export the unit transactions in PDF format.
Unit Statement	Send by email	To send the unit account statement to its co-owners via email.
	Download	To Download the unit account statement in PDF.

Additional Information

Adding a Transaction

Modifying a Transaction

Preauthorized Payments

Otonom Solution Integration

Cancelling a Transaction