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Select Resident Refund & Forfeit Tab

This tab displays when Refund & Forfeits is selected from the Ledger menu. Selections appearing on this tab are established during resident setup and include residents with a Current, Leased, Previous, Transfer In or Transfer Out status.

ClosedFields

Grid Fields

Bldg.

The building identification that appears on lists and in reports. Click the column title to sort the list.

Apt.

The unit identification that appears on lists and in reports. Click the column title to sort the list.

Name

The resident identification that appears on lists and in reports. Click the column title to sort the list.

Selecting Name displays the View/Edit Transactions (Resident Details) Tab.

Status

The lease status identification that appears on lists and in reports. For example, Current, Leased, Previous, Transfer In or Transfer Out. Click this column title to sort the list.

Balance

The balance due the property that appears on lists and in reports. Click this column title to sort the list.

To Select a Resident

  1. Make these selections from the eSite sidebar menu: Ledger, Refund & Forfeits. The View/Edit Transactions Task Selection Tab displays.
  2. Select By Resident. This tab displays.
  3. Select a resident to view or edit transactions for using the search options available, and then select Name. The View/Edit Transactions (Resident Details) Tab displays.
  4. Complete the tab. For help, refer to the field list on that tab.

 

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