Payments not suggesting when clicking "Suggest Payments" solved

If you encounter the situation where you click "Suggest Payments" and nothing "suggests", or only certain payments "suggests", the following checks can be done: 

1.  Check that you have funds available in the wallet

If you do not have funds available, whether the tenant did not make a payment yet, or you did not map the payment from Banking to the wallet, nothing will suggest if you have no available funds.

Check the "Unallocated Wallet Balance" in the Payment Reference block for the wallet (Payment Allocations) in question.

2. Check that the beneficiary is linked 

If you do not have a beneficiary linked to the category you wish to make the payment for, the system will not know who to pay the funds to.

To check if a beneficiary is linked:

• View the account in question (from the Accounts Dashboard, or you can use the handy shortcut depicted in the GIF below)
• Navigate to the Categories tab (on the left) of the Tenant Account or Landlord Expense Account - depending on where the invoice is loaded. 
• Check the relevant category to see if the beneficiary is linked
• Add the beneficiary if not linked and navigate back into the wallet to try again. 

3. Check that the beneficiary is approved

If the beneficiary that you wish to make the payment to is not approved, the system will not allow a payment to be made to them.

Check if it is approved by navigating to Payments - Beneficiaries.

The beneficiary should have the green "Normal" status. Simply click on the "Approve" check to approve the beneficiary in question.

Note: Only users with this specific permission will be able to approve beneficiaries. 

4. Check that you have the invoice loaded

If you did not load an invoice to be paid, the system will not suggest any payments

Check the section on the right of the wallet to see if all the categories/amounts you wish to make payments for are there. This section reflects the account itself and summarizes all the invoices due for payment. 

Example:

I can see that I have the money to pay the Landlord's rental, but no rent payment suggests.

This is due to the fact that no Rent invoice is loaded on the tenant account - only an Electricity invoice:

To fix this, proceed to load the desired invoice and try again. 

5. Check to see if you have a Rent balance due on the Tenant Account

If you do not have a Rent balance due on the tenant account, the system will not suggest and Landlord Expense items.The reason for this is that the system will only use rental income to pay landlord expenses.This is beneficial for you because it will prevent you from accidentally using other tenant funds (like deposits, or lease fees, etc.,.) that were never meant to pay landlord expenses.

If you ever get the situation where you know the funds in the wallet should be used to pay Landlord Expenses, but you have no Rent Balance, these steps can be followed as a workaround:

• Navigate to the Tenant Account and "Add transaction"
• Add an invoice under the Rent Category.
• Make the total of the invoice the amount of Landlord Expenses to be deducted. E.g., If the expenses to be paid is Commission - R1000, and Levy R1200, you can make the Rent Invoice R2200 (or the difference if you already have a partial rental balance due - just not enough to cover the expenses.
• In the description field, you can add something like "dummy rent invoice" - just so you always know what this was for.
• Create the invoice
• Navigate back into the wallet.
• Delete any existing payment instructions and click "Suggest Payments" again.
• The payments should suggest now. Submit them for approval.
• Finally, and VERY IMPORTANTLY, remember to go back into the tenant account and Reverse the dummy invoice you loaded. 

If none of these checks solved your problem, please reach out to our support team.