Updating an Incorrect BOMA Code (Chart of Account) in Rest Professional

Overview

While reviewing your Income & Expenditure reports you may find a transaction that has the wrong BOMA

(Chart of Account) code. This can be easily rectified in Rest Professional.

Steps

  1. Do a backup of your data and rename the backup i.e. before.boma.update.dat.zip

  2. Go to Other > Utilities > Update transaction

  3. Enter the alpha index of the owner and press Enter

  4. Select the month and year that the incorrect transaction occurred in

  5. Click on Search-F5 to view all the transactions within the selected period

  6. Highlight the incorrect transaction and click Change

  7. In the field New BOMA Code enter the correct BOMA code

  1. Click on Save-F12 

  2. A prompt will appear asking the reason for this change. Enter your reason and click OK


NOTE: If the transaction is a rent receipt, deposit receipt or a holiday booking receipt you are not able to alter the BOMA / Account Code. You also cannot update any transactions for internal owners.

20/11/2019 3:04 pm AEDT

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