The Tenant Ledger is an overview of the tenants Accounts Summary.
A- Household's Basic Info - contact information, status as an applicant or tenant, and current housing program.
B- Filtering Options - Date range selection, and Transaction type filter
C- Post Payment, Post Charge, Adjustment, Transfer actions - Buttons to post each type of transaction
D- Overview - The overview tab shows a list of all transactions in chronological order with information such as date, description, adjustment indicator, and amount. Each transaction is color coded depending on whether the transaction was a debit or credit on the households account.
E - Allocations - The allocations link navigates to the allocation screen. For more information on allocations, see Allocations.
F - Billing Statements - The Billing Statements link will navigate the user to the billing statements view for the selected household. For more information on this topic, see Billing Statements.
G - List of Transactions - List transactions chronologically, drop down option to view details of individual transactions, as well as the option to print the transaction receipt and void transaction.
H - Running Balances - The account balance at the time of the transaction posting.
I - Account Balances Widget - This widget list all of the accounts associated with a household, and their subsequent balances. Clicking the name of the account will filter the transaction list to only transactions pertaining to the selected account.
J - Notes Widget - View of most recent household notes, with ability to create a new note.