Posting Charges

Owned by Haile Elizondo
Last updated: Aug 15, 2019 by Zach Lenart
A charge is enacted when a tenant has a charge to an account. There is an option to allocate this to an outstanding charge as well. The default is to allocate.



Video Demonstration:

Step-by-Step Guide to Posting a Charge

  1. From the selected tenants Household Overview page click on the Toolbox tab.
  2. Mouse over the "Transactions" button, and from the drop down menu click "Post Charge".


  1. Fill in the Required Field in the Post Charge wizard:

    1. Unit or Loan: Select the Unit or Loan this charge applies to.
    2. Account: Select the account you wish to post the payment to.
    3. Payment Type: Select the type of charge being made.
    4. Posted On Date: Enter the date the charge was posted.
    5. Amount: Enter the amount of the charge.
    6. Description: Enter a description for this charge (optional).
    7. Cancel Button: Click this button if you wish to cancel the charge.
    8. Post Charge Button: Click this button once required fields have been met, and you wish to post this charge. 
  2. You will automatically be redirected to the updated Tenant Ledger, which will reflect the newest charge.





















A- "Transactions" button.
B- Post Charge button