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3. In the “Programs” dropdown > Select the program you want to post the interest for
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4. Ensure you select “Tenant” if you only want to post for current tenants of that program
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If you want to post the interest for everyone in a Program who has an equity account, do not select “Tenant” |
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6. Once you get your results, click “Create/Add to Group”
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7. A pop-up window will ask you to create a new group, or select from an existing group.
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10. The group will then pop up on your screen asking you to select an account and an action for the group, select the account first.
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13. A popup wizard will display and ask you to define the Transaction Type, the Posted On date you want to be displayed for the Interest, and a Description for your transaction. Once completed, click “Next”
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The amount displayed takes in to into account the total balance in the equity account minus any AR balances. |
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