Adding or Editing Customer Accounts

After adding tenants or receivables customers, you can begin setting up additional information for the tenant/customer such as adding their customer accounts for rent, security deposits, etc.

From the Main Menu screen, click TENANTS or RECEIVABLES. The Browse Tenant Leases or Browse Customers screen appears with all current leases or active customers displayed in a table.

Select how you want to order the tenant or customer table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant/customer to match the criteria is highlighted in the table.

Highlight the tenant/customer record for which you want to add a customer account and double-click, or click

. The Tenant Management screen or Maintain Customer Information screen opens.

Select the Account Summary tab.

To add an account, click

. The Add Customer Account Wizard is initiated.

To edit account numbers, change developments (if not attached to a lease), and attach/detach accounts to/from leases for existing accounts, select and highlight the account you want to edit in the table and click . The Add Customer Account Wizard is initiated.

Select the type of account from the drop-down list.

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

If necessary, select or edit the lease to which the account is associated.

If necessary, select or edit the development to which the account belongs.

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

If necessary, enter or edit the account number.

10.

Click START to continue.

11.

Review and confirm the account information you set up and click FINISH to add the account. The Account Summary tab appears again with the new account information displayed in the table.