User access to individual Lease Changes tasks is determined
by eSite user security permissions. For information about setting user
permissions, refer to the System Help.
Note
A red asterisk ( * )
indicates a required field or selection.
Date *
This field defaults to the current system date.
Accept the default or enter a different date using the format mm/dd/yyyy.
Or click the Calendar button to display an electronic
calendar from which you can select a date.
Amount
Enter the amount of the payment or adjustment
using the format 0000.00. Or click the drop-down arrow to display an electronic
calculator that you can use to complete this field.
Pymt Type
Select the payment type from the drop-down list.
Options
Check—(default)
select to record a resident's check payment.
Money Order—select
to record a resident's money order payment.
Cash—select
to record a resident's cash payment.
Plastic—select
to record a resident's credit card payment.
<None>—select to
record an adjustment where no monies were received by the resident.
Savings Draft—select to
record an amount auto-drafted from the resident's bank savings account.
Note:
Selecting Check
or Money Order changes the next
field to a required field by the same name. For example, select Check from the drop-down and notice
the next field is now labeled, Check
* (displayed
with a red asterisk).
Check *
This field's label changes dependant on the selection
made in the Pymt Type field.
Rules
If Pymt Type = Check,
then this field is required and labeled Check.
If Pymt Type = Money Order,
then this field is required and labeled Money Order.
If Pymt Type = Anything else,
then this field is not required
and labeled Check.
Description
The description defaults to Payment.
Accept the default or enter a more descriptive name.
Invoice
Linked column header used to show any previously
invoiced amounts billed to the resident. Select Invoice
to display the Resident Invoice
Details Tab.
Income Code
Select the income code to apply to the payment
or adjustment from the drop-down list. Income Codes are established on
the Income Codes Tab.
Due Date
Enter the date the payment is due to the property
using the format mm/dd/yyyy. Or click the Calendar
button to display an electronic calendar from which you can select a date.
Due
This field defaults from the amount due the income
code previously selected from the Income Code
field.
Payment
Enter the payment amount using the format 0000.00.
Or click the drop-down arrow to display an electronic calculator that
you can use to complete this field.
Charge/Adj
Enter the charge or adjustment amount using the
format 0000.00. Or click the drop-down arrow to display an electronic
calculator that you can use to complete this field.
Print Receipt
Select the check box to have eSite print a receipt
when the payment is entered.
Remaining
System-maintained field used to show the difference
in the Amount and Payment fields. If these totals do not match, the system
alerts you with a message, Total amount does not match
with the detail amount.