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Creating Late Fee Groups
Creating a Group directly from the Late Fees Screen
Within Kanso, you can now create a “Group” of households/tenants using the Late Fee’s screen.
To do so, the user can navigate from Home Screen> Accounting> Late Fees> Create Group.
The “Create Group” button is located at the bottom of the Late Fee list.
To create a new Group follow these steps:
- Select all households intended for the new group from the Late fee’s list. Each selected household will be marked with a blue checkmark.
2. Once all intended households are selected, hit the button “Create Group”.
3. The user will be presented with two options: (Select one Option)
a. Create a new group from the list of households
b. Add the households to an existing group
4. If option A is selected: 2 fields are presented (Name, Description). These must be filled out to save the new Group.
5. Once a new group is created, the user will be presented a “Success” pop-up and has the option to be re-directed to the new Group created or stay on the Late Fee’s Page.
6. If option B is selected, an existing Groups dropdown is presented to the user. The user must select an existing Group to add the households to.
7. Once the User has updated an existing one, the user will be presented a “Success” pop-up and has the option to be re-directed to the new Group created or stay on the Late Fee’s Page. The existing Group that has been added, should show in the “Success” pop-up.
8. From the Group’s screen, a one-time transaction can be applied to any tenant account available, with the same amount or different amounts depending on the user’s needs.