Note
An asterisk (*) indicates
a required field.
Description
This field defaults to the Bulk
Payments. Accept the default or enter another description.
Date *
Enter the date the bulk payments are entered using
the format mm/dd/yyyy. Or click the Calendar
button to display an electronic calendar from which you can select a date.
Balance Type
Select which balances to display in the payment
grid from the drop-down list.
Options
Delinquent—(default)
Only residents with a delinquent balance display in the payment grid.
All—All
residents, regardless of balance, display in the payment grid.
Payment Type
Select the type of payments being entered from
the drop-down list: Cash, Check, Money Order, Plastic, <None> or
Savings Draft.
Resident/Tenant Status
Determine if the grid should be sorted by resident/tenant
status and if so, by what criteria using the drop-down list.
Options
<None>—All residents
show in the payment grid and are not sorted by status.
Selection—Additional
options display. Check which to include: Applicant,
Approve, Current, Transfer-In, Notice, Cancel, Lease, Previous, Transfer-Out.
After
making selections, click Refresh to refresh the grid and show only tenants
with the statuses you selected.
Income Code
If you want to display in the grid only Residents
that have a balance due for a specific income code and then have any payment
entered apply only to those Residents / that code, then select an Income
Code.
Otherwise, leave this field blank.
When an Income Code is selected, Balance Type
and Resident Status are disabled.
Note
This is an optional field used, for example, to facilitate
the payment process for subsidized housing properties for which each Resident
pays a portion of their own balance and then a single entity, such as
the U.S. Department of Housing and Urban Development (HUD), pays a single
check for the many Residents.
Grid Details
Property
Identifies the property number.
Bldg
The global policy, Use building
numbers affects this field. If active, this field displays.
Sortable column header used to identify the building
number.
Apt
The global policy, Unit Short
Name and Unit Long Name affect this field.
Sortable column header used to identify the unit
number.
Name
Sortable column header used to identify the name
of the resident making payment.
Status
Sortable column header used to identify the lease
status of the resident making payment. For example, Current,
Previous and so on.
Amount Due
System-maintained field used to show the total
amount due.
Check #
This field is affected by the Pymt
Type selection. If the payment type is anything but Check
or Money Order, this field is disabled.
Enter the check or money order number used to
identify the resident's payment.
Amount Paid
Enter the amount paid using this format, 0000.00.
Note
Concession amounts must be entered as credits (for example:
-50.00).