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What do I do if an agentOS Proptech payment has not automatically linked to the payee?

If a Payment App payment has not auto-linked to the correct payee in agentOS, trace it using the payment reference in the client account, then check the agentOS Payagent Account under Accounts > Bank Accounts > AgentOS Proptech Group Ltd to identify the payee details.

Note: This article is intended for internal staff use only and is not intended for clients.

Occasionally, a payment made through the agentOS Proptech payment system may not automatically link to the correct payee in agentOS. This can be identified when a statement entry shows a status of "Un-posted — Resolved as Payment App Request" and displays a payment reference in the App Payment column but no person linked.

To trace and resolve an unlinked Proptech payment:

  1. Take note of the payment reference shown in the App Payment column of the statement entry.
  2. Navigate to the agentOS Payagent Account company within agentOS.
  3. Go to Accounts > Bank Accounts > AgentOS Proptech Group Ltd.
  4. In the payments overview, locate the entry matching the payment reference.
  5. The payee details and originating bank details will be listed there, allowing you to identify who made the payment.
  6. Once identified, manually link the payment to the correct person's account in agentOS.