Setting Up Agency and NSF Settings

On the Receivables Default Settings screen, you can set the program's interface color, your agency’s contact or “return address” information, your default receipt, and returned check fee (NSF) settings.

Click SETUP on the Main Menu screen. On the Receivables Setup screen that appears, select the General Settings, Developments, Units tab and then click SETTINGS. The Receivables Default Settings screen opens.

Color Settings

The color you select here changes the interface of the program

Click

on the toolbar and the Color window appears.

Select the box of the color you want.

Click OK to save and apply the color change. The color you select here will then display as the screen color of every screen in the program.

Hint: To create your own custom color, click . Click on the color gradient that appears until your custom color is achieved. Or, you can enter specific hue, saturation, lumination, red, green, and blue variants. Click to save the custom color for future use.

Note: A color setting, like any other setting, is only applied to the current data area. Many agencies use this feature to color code their data areas so users can tell at a glance what data area they’re currently using.

Agency Settings

Click

on the toolbar.

Enter your organization name, address, and contact information in the available fields.

If necessary, select a default receipt.

Note: If your agency uses the Custom Report Writer program, you can create one or more custom formats or “forms” for the printed copies of receipts. If you have done this, each form you created appears in the default receipt drop-down list. If your agency does not use the Custom Report Writer program or if you have not created custom forms, only one form is available to choose.

NSF Settings

Select the tenant transaction type from the drop-down list. This is the description of the NSF transactions you record and identifies the purpose of the transactions.

This is your agency-defined list of transaction types, which you maintain in the Setup area of the program. See "Setting Up Transaction Types"

Enter the NSF amount charged to the tenant from your PHA.

10.

Enter the NSF amount charged by the bank to your PHA.

11.

Select the default payment type when recording an NSF. What you select here becomes the default selection for you in the Record NSF Wizard. See "Recording NSFs"

12.

Click

to save and apply your changes.