To Adjust an Existing Balance

Use these steps to adjust off an existing charge from a resident's ledger.

Note

Resident Entry is the default payment method, so a resident pop-up form displays automatically after selecting Ledger—Pay & Adjust. You can change the default so you are always presented with all payment options: uncheck the property policy Automatically Select Resident Entry in the Pay and Adjust category.

From the eSite menu, select Ledger—Pay & Adjust. A resident pop-up form displays automatically.
Use the grid on the resident pop-up form to locate the resident to work with. The Add Payments and Adjustments Tab display.
Complete these tasks:

At Date, accept the default (current system date) or enter a different date. To enter a different date, type the date or click the Calendar button to display an electronic calendar from which you can select a date.

At Amount, enter the payment amount as 0.00.

At Pymt Type, select the payment type <None> from the drop-down list.

At Check, enter the corresponding check or reference number.

At Description, enter a description specific to the adjustment transaction.

At Payment, enter 0.00 or click the Allocate button to remove any amounts that may have defaulted in as a result of the resident having a delinquent balance.

At Charge/Adj, enter the amount to be adjusted as either a negative or a positive number, depending on the original entry. For instance, if the original entry was a negative, enter a positive number and vice versa.

Click the Save button when all data entry is complete.