How to edit recurring charges and one off transactions

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Edit recurring charge

1. Individually  Go to the recurring charge within property, unit or tenancy>recurring>edit

• Starting on is when you want the recurring charge to be created
• The period is the period that the rent is for
• The expected payment date is when you expect the payment to be made. This is very useful for universal credit or if you have allowed your tenant a grace period
• Pro-Rata if you apply the recurring from the next period Arthur will work out what is expected as a pro-rata amount and create a transaction on page 4 of the add tenancy screen

2. In Bulk Go to the recurring screen in Financials > Recurring Charges. Here you will see all the Recurring Charges, that you can edit by clicking the drop down and Edit.

Edit an individual transaction

Those not connected to Xero can edit the amount

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