Revised: 07/05/2013
Go to Processes>>Applicant to Tenant Wizard - Tenant Management
This program will pull a selected applicant from the Waiting List module into the Tenant Management module. This program is also available in the Tenant Management module. The applicant's mailing address will automatically be updated with the unit address.
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Click the next button to proceed to the Applicant Information Screen.
Click the close button to close the wizard.
Enter or select the Application For the applicant will be pulled from. This is a required field.
Enter or select the tracking number for the applicant. This field may be left blank and the Last Name field used to select the applicant and the tracking number. An applicant must be selected using the Tracking Number or the Last Name.
If the applicant was selected using the Tracking Number field their last name will be displayed in this field.
Enter or select the applicant's last name if they were not selected using the Tracking Number field. An applicant must be selected using the Tracking Number or the Last Name.
The first name of the selected applicant will be displayed in this field.
The middle name or initial of the selected applicant will be displayed in this field.
In the grid will be displayed one or more waiting lists associated with the applicant. Check the waiting list that the applicant will be housed from. A waiting list must be selected, if there are none available, close this program and review or add waiting list information to the grid in the Applicant Master.
Click the back button to return to the Welcome view.
After the applicant has been selected and the appropriate waiting list has been checked, click the next button to move to the Unit Information View.
Clicking the close button will close the program without moving in the applicant.
Enter or select the area the applicant will be transferred to. This is a required field.
Enter or select the community the applicant will be transferred to. This is a required field.
Enter or select the unit the applicant will be transferring into. This is a required field.
The program will assign the next available tenant suffix to the transferring applicant.
Click the back button to return to the Applicant Information screen.
Click the next button after completing this screen to enter Move In Information.
Clicking the close button will close the program without moving in the applicant.
Enter or select the date for the applicant to move into the unit.
Enter or select a date for the transaction.
Note: This field is only available when the Tenant Accounting Link mode in Waiting List has been set to one of the following options:
Direct Interface (All)
Direct (Rent) Indirect (Cash)
Rent Only
Receipt Only
Security deposit descriptions that have been setup in Tenant Accounting on the Security Deposit/FSS tab will be available to enter dollar amounts for the applicant.
Enter the required security deposit or other required dollar amounts in the appropriate fields, if applicable.
Information may be entered for all modes except No Rent/Receipt Accounting and a receipt printed out. Charge and receipt information that will post to the tenant's account depends upon the mode selected.
Enter the amount the applicant has paid in the appropriate Security Deposit fields, if applicable.
Note: This field is only available when the Tenant Accounting Link mode in Waiting List has been set to one of the following options:
Direct Interface (All)
Direct (Rent) Indirect (Cash)
Rent Only
Receipt Only
Information may be entered for all modes except No Rent/Receipt Accounting and a receipt printed out. Charge and receipt information that will post to the tenant's account depends upon the mode selected.
The program will enter the rent or prorated rent charge amount in this field. The amount may be edited.
Note: This field is only available when the Tenant Accounting Link mode in Waiting List has been set to one of the following options:
Direct Interface (All)
Direct (Rent) Indirect (Cash)
Rent Only
Receipt Only
Information may be entered for all modes except No Rent/Receipt Accounting and a receipt printed out. Charge and receipt information that will post to the tenant's account depends upon the mode selected.
Enter the amount the tenant has paid, if any, towards the rent.
Note: This field is only available when the Tenant Accounting Link mode in Waiting List has been set to one of the following options:
Direct Interface (All)
Direct (Rent) Indirect (Cash)
Rent Only
Receipt Only
Information may be entered for all modes except No Rent/Receipt Accounting and a receipt printed out. Charge and receipt information that will post to the tenant's account depends upon the mode selected.
Enter the applicant's check number or you can enter CASH for a cash payment, if applicable.
Note: This field is only available when the Tenant Accounting Link mode in Waiting List has been set to one of the following options:
Direct Interface (All)
Direct (Rent) Indirect (Cash)
Rent Only
Receipt Only
Information may be entered for all modes except No Rent/Receipt Accounting and a receipt printed out. Charge and receipt information that will post to the tenant's account depends upon the mode selected.
Click the print receipt button to print out a receipt showing the tenant's rent and security deposit charges and payments.
Note: This field is only available when the Tenant Accounting Link mode in Waiting List has been set to one of the following options:
Direct Interface (All)
Direct (Rent) Indirect (Cash)
Rent Only
Receipt Only
Information may be entered for all modes except No Rent/Receipt Accounting and a receipt printed out. Charge and receipt information that will post to the tenant's account depends upon the mode selected.
Click the back button to return to the Unit Information screen.
Click the next button to move on to the Finish screen.
The user must enter a Move-In date before clicking next or they will receive a Stop message and will not be allowed to continue.
Users will receive a Security Deposit Confirmation message if no security deposit amount is entered.
Clicking the close button will close the wizard without moving in the applicant.
Click the back button to return to the Move-In Information screen.
Click the finish button to move the applicant's information into the Tenant Management Unit file.
A process complete information box will be displayed.
Click Yes to bring up the Tenant Adjustment Register. It is recommended that the register be printed out for your records.
If the Tenant Accounting Link modes in Waiting List Settings is set to Direct Interface (All), a Tenant Cash Receipt Register may also be available to print out for payments entered on the Move In page.
Click No to close the information box.
Clicking the close button will close the wizard without moving in the applicant.
For the Direct Interface (All) mode the applicable Rent Charge, Rent Payments, Security Deposit Charge and Security Deposit Payments will be posted to the Tenant's Activity, History and Accounting areas. The payment information does not interface to a checkbook.
For the Direct (Rent) Indirect (Cash) mode the applicable Rent and Security Deposit charges will be posted to the tenant's Activity, History and Accounting areas. The applicable payment information will be created in the Cash Receipt Entry program where it may be viewed and posted in the Tenant Management Module.
For the Rent (Only) mode the rent and security deposit charge information that was entered will be in posted to the Tenant's Activity, History and Accounting areas. Receipts must be entered manually in the Tenant Management Module.
For the Receipt (Only) mode, only the security deposit charge information entered and shown on the Adjustment Register will be in the Tenant's Activity, History and Accounting Areas. Rent charges, receipts and security deposit receipt information must be entered in the Tenant Management Module.