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  3. Transactions and Financials - Palace Live

Transactions and Financials - Palace Live

This help section will look at the functionality in the Transaction area of Palace

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  • Charging an Owner a Let Fee (Live)
  • Why do I have an automatic charge created against my tenant?
  • How to edit Creditor Barcode if they have changed their barcode?
  • How to correct GST Rounding on Owner Statements - Not quite right?
  • How can I get Palace to process Body Corp Transactions?
  • How to reverse a Partially or Fully Allocated Receipt?
  • I am wanting to close my month off early due to Christmas, what should I do?
  • How to customize your month end
  • How to deal with casual bonds
  • How do I clear an old Charge or Receipt against a Tenant in Tenants other amounts owing
  • Month End Important Note- With Checklist Attached
  • How to charge a casual fee
  • Which reports to check prior to month end
  • Transaction Codes- What each Number Means in Transaction History Screen
  • How to process the end of month using the month end wizard
  • How to understand receipting and what one to use
  • Some helpful checks to do after month end
  • How to understand the different types of "Refunds" used in Palace
  • How to understand the different types of "Payments" in Palace
  • Bank reconciliation explained
  • How to understand the different types of "Charges" in palace
  • How to print bank reconciliation reports
  • How to Scan the first Invoice (Bar code Scanning)
  • How to receipt holiday monies
  • How to Process Water Rates Invoices
  • How to receipt the money into the owner
  • How to choose between Fee or Bond Ledger
  • How to pay out the holiday owners and Generate the holiday owner statements
  • How to reconcile a trust account which is not balancing
  • How do I change the Transaction payment type?:
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