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Cash Receipt History Grid
Make the following selections from the eSite menu to
display this page:
Special—Housekeeping—Historical Data—Cash Rcpt History
This menu option is available for properties with the
property type 6–Standard Commercial
only.
Each time a payment transaction is entered into the system
using Pay & Adjust, a record of that payment is added to the history
file. Use this tab to view or edit those transactions.
Selections appearing on this tab are established during
tenant setup and include tenants with a Current, Canceled, Leased, Previous,
Transfer In or Transfer Out status.
Fields
Building
The building number for the tenant.
Suite
The suite number for the tenant.
Name
The tenant name. Click the link to load the tenant
cash receipt history. Refer to Tasks to Complete for more information.
Status
The tenant status.
Buttons
GOTO
Finder
Search
To Add Cash Rcpt History
- Select the Add button. The Add
Cash Rcpt History tab displays.
- Complete the tab
using the field list Cash Rcpt
History Tab.
- Click the Save
button when all data entry is complete.
- To continue, complete another cash rcpt
history task or select another menu option from the sidebar menu.
To Edit Cash Rcpt History
- Locate and select
the tenant for which you want to edit data. The Edit Cash Rcpt History
tab displays.
- Edit the tab using
the field list Cash Rcpt History
Tab.
- Click the Save
button when all data entry is complete.
- To continue, complete another cash rcpt
history task or select another menu option from the sidebar menu.
To Delete Cash Rcpt History
- Locate
the line item you want to delete on the Cash Rcpt History tab.
- Select the Delete
button in the Delete column on
the grid. A delete confirmation message displays.
- Select OK
to confirm the deletion. The system deletes the history line item.
- To continue, complete
another cash rcpt history task or select another option from the sidebar
menu.
See
Also
Cash
Receipt History Tab
Housekeeping
Overview
Special
Overview - Commercial