Worksheet Information Tab

Worksheet

Enter a name or code for the worksheet. For example, March.

Description

Enter a brief description of the worksheet. For example, March Renewals.

Worksheet Information

Term Leases Expiring Between

Select this check box to include term leases that expire between a date range you specify. By default, this box is checked. If accepting the default, define the date range by entering a first and last date to include using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

MTM Leases Expiring Between

Select this check box to include month-to-month leases that expire between a date range you specify. By default, this box is unchecked. Define the date range by entering a first and last date to include using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

Leases Last Increases Between

Select this check box to include leases who were last increased between a date range you specify. By default, this box is unchecked. Define the date range by entering a first and last date to include using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

Resident Moved-In Between

Select this check box to include residents who moved in between a date range you specify. By default, this box is unchecked. Define the date range by entering a first and last date to include using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

Lease Type

Choose a selection from the drop-down list to determine if leases should be included based on lease type: None, Include or Exclude.

Increase Rent By

Select the method to use for increasing rents from the drop-down list.

Options

To a Maximum of

Select the method for calculating the maximum increase or decrease of eligible leases from the drop-down list.

Options

Add New Charge

Select the income code to use when adding a new recurring charge to eligible leases from the drop-down list. Income Codes are established on the Income Codes Tab.

For This Charge Amount

Enter the amount of the new recurring charge using the format 0000.00. Or click the drop-down arrow to display an electronic calculator that you can use to complete this field.

Required Security

Determine security deposit requirements for eligible leases from the drop-down list.

Options

New Lease Begins

Enter the new lease beginning date for eligible leases using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

Ends

Enter the new lease ends date for eligible leases using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

Term

Enter the default term for leases in months. For example, 3, 6, 12 and so on.

Date to Expire Old Charges

Use this field to set the date on which you want the current charges to expire. This field defaults to the day before the lease renewal begins. To change the date, type another date (mm/dd/yyyy) or click the Calendar button to select a date from a calendar. To use this field, you must have security permissions for Lease Renewal Worksheets—Edit Expire Old Charges. For more information about setting security permissions, refer to the System Help.

Exercise By

Enter the last date to complete increases or renew eligible leases using the format mm/dd/yyyy. Or click the Calendar button to display an electronic calendar from which you can select a date.

Letter

Select the renewal letter to print for residents who meet the criteria from the drop-down list.