How do I add a credit to a tenant's account for funds received before my accounts start date?
To credit funds received before your first bank upload, select "Transfer From Another Person" from the tenant's actions menu and transfer the amount from the "Funds Unallocated" contractor.
When moving to agentOS, you may need to account for tenant funds that were received before your accounts start date. This ensures tenant balances are accurate from day one.
To add a credit for funds received before your first bank upload to agentOS:
- Click the arrow next to the tenant's name
- Select "Transfer From Another Person"
- In the "Transfer From" field, enter "Funds" and select the "Funds Unallocated" contractor (this should be set up by the Onboarding team)
- Enter the amount you need to credit to the account
- Add a description (e.g., "Opening balance for Tony Martin")
- Complete the transfer
Important: Only use this method for funds that need allocating from BEFORE you upload your bank account. If you received these funds after uploading your statement for the first time, they will appear as entries available to be reconciled through the normal reconciliation process.
If you have any questions about tenant balances during onboarding, please contact onboarding@agentos.com, otherwise please contact support@agentos.com