List benefit payments to the agency

You can view all benefit (Universal Credit) payments received from the local authority(s) to the agency's bank account, and additionally filter these if necessary.

STEP-BY-STEP

1. Go the housing benefit area via the Accounting > Housing Benefits menu.
   
   
   
   
2. A list of all unallocated benefit payments is shown by default. However, you can filter by status to view those which have been fully allocated also.
   
   
   
   
3. On the list, the total amount of the benefit payment is shown, along with the amount which remains unallocated to tenancies. Fully-allocated transactions are colour-coded in green, partially-allocated payments are shown in orange, and those which have not ben allocated at all yet are highlighted in red.
   
   
   
   
4. Click any transaction to view more details, or to begin the allocation process.