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Posting Charges
A charge is enacted when a tenant has a charge to an account. There is an option to allocate this to an outstanding charge as well. The default is to allocate.
Video Demonstration:
Step-by-Step Guide to Posting a Charge:
- From the selected tenants Household Overview page click on the “Toolbox” tab.
- Mouse over the “Transactions” button, and from the drop-down menu click “Post Charge.” A. “Transactions” button B. “Post Charge” button
- Fill in the Required Field in the Post Charge wizard:
- a. Unit or Loan: Select the Unit or Loan this charge applies to.
- b. Account: Select the account you wish to post the payment to.
- c. Payment Type: Select the type of charge being made.
- d. Posted On Date: Enter the date the charge is to be posted.
- e. Amount: Enter the amount of the charge.
- f. Description: Enter a description for this charge (optional).
- g. Cancel Button: Click this button if you wish to cancel the charge.
- h. Post Charge Button: Click this button once required fields have been met, and you wish to post this charge.
- You will automatically be redirected to the updated Tenant Ledger, which will reflect the newest charge.