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How do I link and post a statement entry to multiple people in agentOS?

Record a separate cash payment against each person using Take a Payment, group them into a single bank deposit, then link the resulting statement entry to all payments at once using Link as Payment or Deposit in Reconcile Statements.

If a single bank statement entry covers payments from more than one person — for example, two tenants paying cash at the same time — you can group these into one deposit and then link the combined total to the statement entry.

Step 1: Record a payment for each person

For each person involved:

  1. Open their record in agentOS.
  2. Go to Actions > Take a Payment.
  3. Set the payment Type to Cash.
  4. Enter the amount and add a description (e.g., "Payment 1").
  5. Repeat for the second person (e.g., "Payment 2").

Step 2: Group the payments into a single bank deposit

  1. Go to Accounts > Bank Accounts and select your client account.
  2. Choose Make a Bank Deposit.
  3. Tick each of the individual cash payments you have just recorded.
  4. Click Make a Bank Deposit and fill in the payment description.

The payments will now appear as a single combined lump sum under All Payment Groups.

Step 3: Link the statement entry

  1. Go to Reconcile Statements and find the statement entry you need to link.
  2. Click the Actions button on that entry.
  3. Select Link as Payment or Deposit.
  4. In the Link as Payment or Deposit screen, tick the combined payment group entry.
  5. Confirm by clicking Link as Payment or Deposit.
  6. Post the statement entry.

The statement entry is now linked to the combined deposit, which in turn covers both individual cash payments.

If you need further assistance, contact support at support@agentos.com.