The report has two forms, Summary and Detail, both of
which may be printed independently. The summary report provides a single
delinquent amount per corporate client. The detail report breaks down
delinquencies by income code and ages them.
Recaps Note
Depending on the criteria selected, the report may include
an Aged Delinquency Summary Recap and Aged Prepaid Summary Recap, or a
Delinquency Summary by Resident Status Recap. These are summaries of the
detail information for each Income Code encountered while printing the
report.
Select Properties
Click to select properties from the Select
Properties pop-up. The report runs for all selected properties.
Corporate Client
Select the corporate client to include from the
drop-down list.
Aged Detail
Accept the checked default to include aged delinquency
details or uncheck to exclude them when the report is displayed.
Aged Delinquency Summary Recap
Accept the checked default to include summarized
aged delinquencies or uncheck to exclude them when the report is displayed.
Aged Prepaid Summary Recap
Accept the checked default to include summarized
aged prepaids or uncheck to exclude them when the report is displayed.
Delinquency Summary by Resident Status Recap
Accept the checked default to include summarized
delinquencies listed by resident status or uncheck to exclude them when
the report is displayed.
Delinquency Summary
Accept the checked default to include summarized
delinquencies or uncheck to exclude them when the report is displayed.
Delinquency Memos
Accept the checked default to include delinquency
memos or uncheck to exclude them when the report is displayed.
Delinquent Balances
Accept the checked default to include delinquent
balances or uncheck to exclude them when the report is displayed.
Prepaid Balances
Accept the checked default to include residents
with a prepaid balance or uncheck to exclude them when the report is displayed.
Exclude Zero Balances
Accept the unchecked default to exclude residents
with a zero balance or check to include them when the report is displayed.
Current Resident
Accept the checked default to include current
residents or uncheck to exclude them when the report is displayed.
Applicants
Accept the checked default to include applicants
or uncheck to exclude them when the report is displayed.
Waiting List Applicants
Accept the checked default to include waiting
list applicants or uncheck to exclude them when the report is displayed.
Canceled Applicants
Use the drop-down to select if and when to include
applicants with a Canceled status when the report
is displayed.
Always—always
include canceled applicants regardless of their balance.
Sometimes—(default)
only include canceled applicants if they have a balance due.
Never—never
include canceled applicants.
Previous Residents
Use the drop-down to select if and when to include
residents with a Previous status when the report
is displayed.
Always—always
include previous residents regardless of their balance.
Sometimes—(default)
only include previous residents if they have a balance due.
Never—never
include previous residents.
Note
The following report details assume all defaults are
selected.
Aged Delinquency Detail
Apt
The unit number. For instance, 101.
Name
Line 1 lists the name of the corporate client
and line 2 lists their telephone contact number.
Resident Status
The resident status. For instance, Leased. For
a complete list of resident statuses, refer to Resident
Statuses.
CR ST
The resident's credit status. For instance, N
for Normal.
# LT
The number of times the resident has paid late.
# Rtn
The number of time the resident has had a returned
check posted to their account.
Description
A brief description of the income code, one listed
for each income code shown.
Total Due
The sum of Total Prepaid, Future, 0-30, 31-60,
and so on. It is calculated as Prepaid + Future + 0-30 Days + 31-60 Days
+ 61-90 Days + Over 90 Days. This number ties to the Sum
of Prepaid + Delinquent balances on the
Reconciliation Report.
Total Prepaid
The sum of resident charges not yet due to be
paid; which is the sum of any prepaid open items. A prepaid is an open
item with a 0 invoice number and no due date. This number ties to the
Total Prepaid field on the Aged Delinquency Reconciliation
Report.
0-30 Days
The balance due, if due last month.
31-60 Days
The balance due, if due within the last 31-59
days.
61-90 Days
The balance due, if due within the last 61-89
days.
Over 90 Days
The balance due, if due 91 days and over.
Property Total
Sum amounts listed for Total Due, 0-30 Days, 31-60
Days, 61-90 Days and Over 90 Days.
Aged Delinquency Summary
This section of the report lists the total amount
delinquent per income code and breaks down that amount by when that amount
was originally due to be paid.
Description
A brief description of the income code, one listed
for each income code shown.
Total Due
The sum of the detail for the income code; one
line item listed for each income code shown.
Future
The sum of future charges not yet due to be paid.
0-30 Days
The sum of the detail for the income code; for
delinquent balances only.
31-60 Days
The sum of the detail for the income code; for
delinquent balances only.
61-90 Days
The sum of the detail for the income code; for
delinquent balances only.
Over 90 Days
The sum of the detail for the income code; for
delinquent balances only.
Aged Prepaid Summary
This section of the report lists the total amount
prepaid for each income code.
Description
A brief description of the income code applied
to the prepaid balance.
Total Due
The sum of the details for each income code listed.
Summary by Unit Status
Description
A brief description of the income code.
Total
The sum of the details for each income code listed.
Applicant
The sum of the detail for each income code listed
per Applicant. This includes leases with a status of Applicant, Approved,
Leased, or Transfer In.
Current
The sum of the detail for each income code listed
per Current. This includes leases with a status of Current, Notice, or
Transfer Out.
Previous
The sum of the detail for each income code listed
per Previous. This includes leases with a status of Previous or Canceled.
Grand Total
Total Due
The sum of the detail for all properties listed.
Total Prepaid
The sum of the detail for all properties listed.
Future
The sum of the detail for all properties listed.
0-30 Days
The sum of the detail for all properties listed.
31-60 Days
The sum of the detail for all properties listed.
61-90 Days
The sum of the detail for all properties listed.
Over 90 Days
The sum of the detail for all properties listed.
Recaps Note
Depending on the criteria selected, the report may include
an Aged Delinquency Summary Recap and Aged Prepaid Summary Recap, or a
Delinquency Summary by Resident Status Recap. These are summaries of the
detail information for each Income Code encountered while printing the
report.
This menu item name is based on the User
Corporate Clients/National Tenants Name value on the global policies Names tab.
For example, if the value is "National Tenants," the name of
this menu item is "National Tenants." The default is Corporate
Client.
Selection Criteria