Fields for Corporate Client Letters

From the Data Template Tab, use the following statement and invoice fields to create data templates necessary for the generation of letters for corporate clients only.

Corporate Client Activity

Select this field to print information for all leases attached to the selected corporate client. If the lease is not for a corporate client, then only the lease information prints. When the field prints, it prints as a summary field that includes the following components separated by a tab:
date (tab) transaction (tab) description (tab) amount (tab) balance

Date
The date is the date of the transaction.

Transaction
The transaction can be any of the following items: Balance Forward (for the starting balance), Inv #xxxxx (for new charges), Reference #/Payment type (for payments), Adjust Inv #xxxxx (for adjustments), Refund, Forfeit, Security, Write-off.

Description
The description is the primary resident name and address for the item.

Suggested Tabs Setup for the Activity Block

8 pt fonts with tabs of .63 left, 2 left, 5.13 right, 5.88 right

Corporate Client Ageing

Select this field to print the sum of all open items for a lease that is associated with a corporate client. If the lease is not associated with a corporate client, then only the balances for the lease prints. When the field prints, it prints a block that includes the following balances based on open items and the sign on date and separated by a tab:
(Tab) current (Tab) 1-30 (Tab) 31-60 (Tab) 61-90 (Tab) >90

Suggested Tab Setup for This Section

1, 2, 3, 4, 5…all right justified and with a 9 pt font

Corporate Client Balance Due

Select this field to print the sum of the balances due for all leases associated with this corporate client. If the lease is not attached to a corporate client, then only the lease balance prints.

Corporate Client Description

Select this field to print the description from your corporate client setup. If the lease is not associated with a corporate client, then only the building and unit ID print.

Resident prompted Name/address

When this field prints, it prints the standard resident address for non-corporate client leases and the corporate client address for corporate client leases.

Corporate Client Charges Due (summary)

Select this field to print a summary of all leases associated with a corporate client. If a lease is not associated with a corporate client, then only the individual leases print. When the field prints, it prints a block that includes the following components:
Beginning balance, any existing charges (summed by month and lease), the expected charges (summed by month and lease), the total balance

Suggested Tab Setup for This Section

10 pt font with tabs at 2.88 left, 3.88 left, 5.88 right

Resident prompted Name/address

Select this field to print the corporate client address properly for corporate client leases, as this field prints the standard resident address for non-corporate client leases and the corporate client address for corporate client leases.