Generating URP Refunds

After setting up refund profiles, you are able to quickly generate URP refunds using the information described in the profile. See "Setting Up Refund Profiles"

On a regular basis, usually monthly, you will have to generate URP refunds for some your tenants. During the process, a refund request transaction is added to a tenant's account and an invoice is sent to Accounts Payable for the subsequent check run. Refunds can either be generated for individual tenants (by default), or generated for the utility company. See "Setting Up URPs to Utility Company Accounts"

Note: URPs can be generated for both Section 8 and Public Housing. Tenant Accounts Receivable handles the PH URPs while S8 URPs are generated in the Section 8 Tenant & Landlord program.

On the Main Menu screen, click PERIODIC. The Periodic Processing screen opens.

Select theMonthly tab and click GENERATE URP REFUNDS. The Generate URP Refunds Wizard is initiated.

Click START, specify the processing date (all refunds as of this date will be generated), and check the checkboxes of the developmentsyou want to work with. By default, all developments are checked.

This is your agency-defined list of developments, which you maintain in the Setup area of the program. See "Setting Up Developments"

Hint: Click to check all checkboxes; click to uncheck all checkboxes.

Click OK and then click NEXT to prepare the refunds for the selected development(s). A green checkmark appears next to the Prepare Refunds step when it is completed.

Click NEXT to continue. Depending on your agency's policy, the Edit URP Refunds screen appears and you can adjust any tenants' refund amounts. See "Allow User to Modify the URP Refund Check Before They Are Posted"If your agency has not elected to allow editing of refund amounts, please continue with step 9.

The screen displays all tenants who are eligible for refunds in alphabetical order, along with the account into which their refunds will be deposited, the amount of their refund, and whether or not to prepare their refund during this processing.

Review and confirm the refund amounts. Click within the refund amount field for the tenant(s) you want to adjust and edit the amount, as necessary.

If you do not want to prepare a refund for a particular tenant, uncheck the appropriate prepare refund? checkbox.

Click OK and then click NEXT to continue.

The Refunds Listing appears with all refund to be generated displayed.

10.

Review and confirm the refund information and click

to print the report, if necessary.

11.

Click CLOSE to return to the wizard

Note: At this point, no changes have been made to the tenants' accounts. If you need to make corrections, use the BACK button to return to the appropriate step or click to exit out of the wizard completely.

12.

Click NEXT. You have successfully generated PH URP refunds!