Adding Unsubsidized Tenants

Subsidized tenants are added into the system using the Applicant List and Occupancy and Rent Calculation programs.

Tenant Accounts Receivable allows you to maintain one record for each of your tenants, as well as one record for each tenant lease. If you do not already have a record for the tenant of a new lease (if the tenant has never before been housed by your agency), the program also creates a new tenant record automatically.

Following is an example of when you would want to add an unsubsidized tenant.

Example: Adding S8 Tenant into Unsubsidized Unit (Market Rent)

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

Click

. A message appears asking if you are sure you want to add an unsubsidized tenant. Click YES through the message. The Add New Lease Wizard is initiated.

Hint: You are also able to add an unsubsidized tenant from the Tenant Information tab on the Tenant Management screen.

Enter the tenant’s first and last name, and SSN/EIN (enter the SSN/EIN as XXX-XX-XXXX).

Click START to continue to step 3 of the wizard. If there is an error, like a duplicate SSN, then step 2 will appear and let you know.

Enter the contact phone number, if available. and then click NEXT to continue to step 4 of the wizard.

If the unit is new and has not yet been entered into the system, enter the unit's mailing address, mailing city, state, and zip .

If the unit has already been entered into the system, click GET UNIT. The Browse Unit Information screen opens with all vacant and occupied units displayed in a table. Select the unit from the table and click SELECT. Step 4 of the Add New Lease Wizard appears again with the selected unit information displayed.

This screen offers your agency-defined list of units, which you maintain in the Units area of the program. See "Adding New Units"

Click NEXT to continue.

Enter the lease date, rent effective date, and the date the keys were issued to the tenant.

Note: If the move in date is the first of the month, the program does NOT pro-rate the rent - it uses the full month rent.

Specify the current lease rent amount and check the checkbox to set up the security deposit now (if applicable).

If you check to set up a new security deposit now, the Security Deposit Wizard is initiated after completion of the Add New Lease Wizard. Enter the security deposit amount and click FINISH to add the amount to the tenant's security deposit account. You can also set up a security deposit at a later time using the Set Up Security Deposit Wizard on the Tenant Information tab of the Tenant Management screen. See "Setting Up Direct Deposits"

If you do not check to set up the security deposit now, a new security deposit account, with a balance of $0.00, is automatically created for the tenant and you can manually enter the security deposit information.

10.

Click NEXT.

11.

Review and confirm the lease information you have set up and click FINISH to add the unsubsidized tenant and their lease. The Tenant Management screen appears with the tenant's information displayed. You can now begin entering additional information for the tenant such as:

Customer Accounts

Charges

Receivables

Payments

Account Transfers

Credit Memos

Refund Requests

NSFs

Statements

Note: If you need to edit the tenant's mailing address, click . To edit the tenant's phone numbers, click .