How do I mark months as paid before I started using Kera?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Create Transactions.
Where to find it
Record rent payment → Where was this collected? → Edit → Before Kera; or Rent tab → a month's ⋮ → Mark paid before Kera.
Steps
- Open Record rent payment, select Edit on Where was this collected? and pick Before Kera ("Paid before you used Kera. The month is marked paid and nothing is added to your books.").
- Which lease?: pick it. Continue.
- Which months were paid before Kera?: every eligible month is ticked. Untick any that weren't paid. Continue.
- Did they pay these months in full?: Yes, in full or No, part of it. For part, enter what was paid on each month; the rest stays owing.
- Check What changes and select Mark $X paid before Kera.
Steps
Rent tab → the month's ⋮ → Mark paid before Kera → Amount paid before Kera (starts at what's owing) → Mark paid.
What happens next
Toast Marked paid before Kera. The month reads Paid with "Paid before Kera" (or Partially paid with what's still owing). No payment, bank deposit or management fee is recorded.
Good to know
Undo it with the month's ⋮ → Mark unpaid.
Limits
Only months due before the rent schedule was set up can be marked this way, and not months collected online: "No unpaid months on this lease can be marked paid before Kera. Only months before the rent schedule was set up can, and not months collected online."
Troubleshooting
"That is more than the $X owing." / "Enter an amount greater than $0." / "Pick at least one month." For a closed accounting period, tick Change closed accounting periods (needs Approve & Post Transactions).