Allocation of funds from a benefit transaction to a tenancy may be removed if necessary, e.g. if it has been recorded in error, or if the tenant's rent has changed and a repayment is due to the local authority.
- Identify the allocation via the benefit allocations report, at Reports > Accounting > Benefit Allocations (in the Transactions section). You may filter by date, if required.
- From the allocations list, click on a particular transaction to view its full details.
- The allocation overview will show what rent charge(s) has been paid using this payment.
- Click Options > Remove to undo the allocation.
Only users with the appropriate privileges will be able to delete or undo benefit allocations. If you cannot see the menu options outlined in this article it is most likely because your user has not been assigned a role with sufficient privileges.