Adding Receivables

A receivable is an amount currently due, out of a total amount that a customer owes infrequently, or only one time, in a particular account; for example, a security deposit.

You can also add a schedule of recurring receivables to a customer account. See "Adding Recurring Receivables"

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 you want to work with and click

on the toolbar.

Select “Add Receivable” from the menu that appears. The Add Receivable Wizard is initiated.

Hint: You can also access the Add Receivable Wizard from the Account Summary and Account Details tabs on either the Tenant Management screen (for tenants), or the Maintain Customer Information screen (for customers who are also tenants).

Hint: The non-editable customer name field appears at the top of the screens. Use this to verify that you are entering information for the correct account belonging to the correct tenant/customer.

Select the account to which you are adding the receivable.

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

Enter a description for the receivable and specify the date the receivable takes effect.

Enter the amountof the receivable and click START to continue.

Review and confirm the receivable information you have set up and click FINISH to add the receivable to the tenant/customer account.