Portal upload
Document workspaceMatch portal income entries to their source records
Match every stated income amount to one owner, source type and covered period.
- Market
- UK
- Jurisdiction
- England
- Updated
Short answer
Map each live portal amount to one person, income type, period and source without double-counting a correction. Match every stated income amount to one owner, source type and covered period. Do not add both an original amount and its correction to the portal total.
Working checklist
Build the income record match control
Create one portal row for each person, income type and covered period, then attach the source that supports that exact row.
Where a corrected record replaces an earlier amount, mark the earlier source superseded before calculating the displayed total.
The mapping should show why a corrected figure replaces the earlier amount instead of being added to it.
- Portal row: identify the person and income category shown by the field.
- Period: use the dates printed on the supporting record.
- Authoritative source: select the final record when a correction exists.
- Duplicate check: make sure the superseded amount is not included again in another row.
Continue in RentFiles
Turn this guide into a clear application pack
Bring the reviewed details into RentFiles after you match portal income entries to their source records. RentFiles can organise the renter’s own details into a structured PDF. It does not decide what the recipient requires, verify evidence or predict the application outcome.
- Prepare a structured rental application PDF with RentFiles.
- Fill your application before you choose whether to pay for a PDF export.
- RentFiles helps organise the file; the agent or landlord decides the application outcome.
Useful context
Match portal income entries to their source records
Every amount needs one applicant, source, covered period and pay date so overlaps and duplicate payments can be found.
The relevant distinction is source-to-field mapping during upload.
Practical example
Match portal income entries to their source records: worked example
Two records show an original payment and its correction. The renter maps the portal entry to the corrected source, labels the first record superseded and counts the payment once.
Keep in view
Risks to avoid with income record match
Do not add both an original amount and its correction to the portal total.
Keep personal information relevant to the recipient's stated purpose and avoid adding sensitive material that was not requested.
Key points
Keep the reviewed income record match record
Keep the final income record match note with the property version it was prepared for.
Questions
Common questions
Clear answers for the decisions people usually pause on.
Which source amount maps to each income field?
Portal row: identify the person and income category shown by the field. Period: use the dates printed on the supporting record. Authoritative source: select the final record when a correction exists. Duplicate check: make sure the superseded amount is not included again in another row.
Can an original amount and its correction both be added to the total?
No. You should not add both an original amount and its correction to the portal total.
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