Setting Up Offices

To set up a receivables office, you need to add the basic office information and then map the office to the specific developments which the office will manage.

Enter Basic Info

Click SETUP on the Main Menu screen. On the Receivables Setup screen that appears, select the Offices and Accounts tab and then click OFFICES. The Maintain Receivables Offices screen opens with all available offices displayed in a table.

Click

on the toolbar. The Add Receivables Office Wizard is initiated.

Enter a description to identify the office, such as “Central Office,” click START, and then click FINISH to save and set up the office. The Maintain Receivables Offices screen displays again with the new, "active" office displayed in the table.

Hint: If a record is active, it is available for you to work with elsewhere in the program. Uncheck this checkbox for records you no longer wish to use.

If necessary, click

to enter additional address information of the office. For example, if the physical location of the office is a different address than the main Housing Authority address.

Note: Address information entered here may be used to print on statements, receipts or other custom reports.

Click

to save and apply your changes.

Map Developments to Offices

Highlight the office you want to work with on the Main tab, and then select the Developments tab.

Click

. The Receivables Office Add Development Wizard is initiated.

Check the checkbox(es) of the developments you want associated with the selected office.

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

Click START, and then click FINISH to map the development(s) to the office. The Maintain Receivables Offices screen appears again.