How to void transactions automatically post end date when tenancy set to past

Modified on Wed, 21 Feb 2024 at 11:04 AM

This is linked to understanding automation   To carry out this feature, build an action around the system trigger response around the "tenancy status set to the past".   Ensure an end date is entered as it will take this date as the date from which transactions will get deleted    

How to build this action

Go to preferences>automation>tenancy> status set to past>add action If you want this pre-ticked by default to ensure it runs have a tick in "Automatically set this action to ticked when listed"   View action  

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