Delinquency Detail

Delinquency Detail Report

Make the following selections from the eSite menu to display this page:

Reports—Management Reports—Delinquency Detail

This report compiles and evaluates aged delinquencies based on various due dates, property selection and the report select date.

Selection Criteria

Select Properties

Click to select properties from the Select Properties pop-up. The report runs for all selected properties.

Include Prepaids

Accept the checked default to include residents with a prepaid balance or uncheck to exclude them.

Include Applicants

Accept the checked default to include guests with an Applicant status or uncheck to exclude them.

Include Previous Resident

Accept the checked default to include residents with a Previous status or uncheck to exclude them.

Report Details

The information on this report ties to the Delinquency Report (unless the Delinquency Report includes residents with future due dates). The report details below assume all defaults are selected.

Apt

The building + unit number. For instance, 0001-101.

Resident Name

The resident's name listed as salutation, first, middle initial and last.

Status

The resident's status. For instance, C for Current. For a complete list of resident statuses, refer to Legends to Assorted Codes.

Last Late Assessed

The most recent date late charges were assessed to the resident's account.

Due Date

The date the balance is due to be paid.

Invoice Number

If used, the invoice number assigned to the balance due.

Description

A brief description of the charge. When invoices are used, this is the description of the first transaction header that uses the invoice number.

Income Code

The income code assigned to the charge. For instance, B for Base Rent. One line item listed per charge.

Amount Due

The total amount due per income code. One line item listed per charge.

Days Late

The number of days the resident is delinquent in paying their balance due.

Invoice Total

Totals are listed for each invoiced amount. One total listed per resident.

Total

The sum of all invoice totals listed per property.

Grand Total

The sum or all totals listed for all properties. This field only displays when more than one property's data is included in the report.

To Display the Delinquency Detail Report

From the eSite menu, select Reports—Management Reports—Delinquency Detail.
Click Select Properties. Select the properties for which you want to print the report and click Done.
Select the information you want to see on the report (refer to the Selection Criteria for this report).
Select a Report Format option: Acrobat Reader (default), Crystal Viewer, Excel.
Click Display. If you selected the printing option, Excel, you are prompted to open or save the report Excel file. Otherwise, the report opens in your preferred format.