How do I correct an incorrect payment group item amount?
If a payment group item has the wrong amount, delete the item and then correct it in one of two ways. Either link the bank entries directly to the person's account, or remake the payments from the person's profile. Both give the same result.
Before you startThis guide is for standard payment group items only. If the item is a draw down, it cannot be edited or deleted, so please follow How do I correct an incorrect drawdown amount? instead.
It also does not cover entries missing from Reconcile Statements, or payments posted to the wrong account. Please contact us if you are seeing either of those.
How to correct itStart by deleting the incorrect payment group item. This puts the amount back on the person's account in agentOS. Then choose one of the two options below.
Option A: link the bank entries directly to the person's account
- In Reconcile Statements, open Actions for the bank entry.
- Link it as a once-only electronic payment or deposit directly to that person's account.
- Repeat for each bank entry, so each one matches a payment you actually made.
Option B: remake the payments
- On the person's profile, use the main action drop down to make the payment again.
- Enter each payment so it matches what you actually paid from your bank. This creates new payment group items.
- Reconcile the bank entries against the new payment group items as you normally would.
Option A does not work if the person is archived or on a closed tenancy. For closed tenancies, follow our guide on reconciling payments for tenants on closed tenancies.
Which option should I use?Both options give the same result. Which is better depends on your preference, your timeframes and your account reconciliation dates.
- Option A suits older, historical entries. Linking the bank entry directly keeps the date it was paid into the person's account.
- Option B redoes the payment the way it would normally have been done, so it follows the standard process you are already familiar with.