Unit Transactions

• In this section you can access to the transactions of a unit
• To navigate between units, clik on the left side list.

Settings

Date Range

You can filter transactions by date using this parameter

Table

	When clicking on the icon, you can access the transaction details
Date	Transaction date
Counterpart	Transaction counterpart
Description	transaction description
Payment	Payment mode (if any)
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

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
• Payment Approval Process
• Preauthorized Payments
• Otonom Solution Integration
• Cancelling a Transaction