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Handling Concessions

The way concessions are handled in eSite depends on the property policy, Automatically apply credit invoices, established in the Calculation category.

When a transaction is entered for a resident, it is processed normally. At the end of this process, eSite checks to see if the resident has any open credits. If the resident does have open credits, and the policy is active, eSite creates a transaction to apply the amounts. This check occurs during standard transaction processing, but will not occur in special cases such as reversing transactions, deleting transactions and apply open credits.

Note:

Resident Histories and Transaction Inquiries will include these transactions.

Rules

1. The property policy, Automatically apply credit invoices does not affect prepaids.
2. The Income Codes of the open items must match. eSite does not automatically apply credits from one income code to a different income code.
3. The system applies against the oldest balance first, using the oldest credits first.

See Also

Pay & Adjust Concepts and Processes

Concessions Billing Concepts and Processes