How to enter historic rent records

When getting started with PaTMa you will often need to enter historic records for an existing tenancy.

You may want to look at this series of blog posts on getting started with properties in Property Manager.

That tutorial suggests that you could create old tenancies with a start date that's actually just a month or two before the relevant tax year start (ie a month or two before April), so that only a couple of historic rent payments need to be recorded to create records that are complete for the tax year.

However you may prefer to enter truly complete records which may require entering a lot of historic information. Historic rent receipts can be entered very quickly from the tenancy rent record page, as shown in the following video.

Quick entry of rent records