Tenant Ledger

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, Transaction type filter, and Voided Transactions.

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 - Reports/Letters - Click the output icon to launch the letter/report generation wizard. See Templates for more information.

J - 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. All Accounts Receivable Accounts are inset from their parent header. 

K - Amount Owed  - This widget displays the Accounts Receivable balances of all combined AR accounts from all units.

L - Loan Principal Balances - This widget lists all active loans for households, including their principal remaining amount.

M - Repayment Agreements - Shows the balances and history of all repayments agreements for a household 

N - Notes Widget - View of most recent household notes, with ability to create a new note.

For more information see Accounting.