Delinquency Reports

Delinquency Report - Standard

This report will show tenants who are delinquent based upon the selections entered.

NAVIGATION: DELINQUENCY menu > Reports > Delinquency Report > Standard

  1. Area Number: enter or select the area; leave blank to see all areas
  2. Community Number: enter or select the community; leave blank to see all communities
    1. A community cannot be selected if the Area Number was left blank.

      NOTE: Some Public Housing Agencies edit and post based on specific area and community combinations.  Please follow your Housing Authorities' guidelines for reviewing and posting.
  3. Effective Date: enter or select an Effective Date for the delinquency report.
  4. Tenant Status: select one of the following:
    1. Active
    2. Vacant
    3. Both
  5. Print Tenant Address: Check this box if tenant addresses are to be included on the report.
  6. Include Credit Balances: Check the box if tenants with credit balances should be included on the report.
  7. Use Late Charge Rules: This check box applies only when using Area Closing mode and the "Enable Area Based Late Charges" field is checked in the Area Master.
    1. When this box is checked, tenants who have the "Late Charge Exemption" field checked in the Tenant Master on the Accounting Tab will be excluded from the generated report.
  8. Include Unposted Transactions: When this box is checked, Cash Receipt and Adjustment transactions that have been entered but have not yet been posted will be included in the delinquency calculation for the report.
  9. Sort Order: Click in a circle to place a selecting "dot" in one of the following options:
    1. Unit Number
    2. Alpha Within Community
  10. Create Merge Interface
    1. Enter a check mark in this field before running the report to have the report information available to print batch letter or forms based on this report.
    2. Preview or print this report and then go to Batch Letters and Forms and press the Build from Last Report button to populate the grid
  11. Preview or print the report (see Report Preview, Print and Save Options).

Delinquency Report - By Category

This program will generate a delinquency report by category based on a month ending date.  Includes the option to print zero balances for active tenants.

NAVIGATION: DELINQUENCY menu > Reports > Delinquency Report > By Category

  1. Area Number: enter or select the area; leave blank to see all areas
  2. Community Number: enter or select the community; leave blank to see all communities
    1. A community cannot be selected if the Area Number was left blank.

      NOTE: Some Public Housing Agencies edit and post based on specific area and community combinations.  Please follow your Housing Authorities' guidelines for reviewing and posting.
  3. Effective Date: enter or select a month ending date for the delinquency report.
  4. Tenant Status: select one of the following:
    1. All Tenants
    2. Active Tenants Only
    3. Vacant Tenants Only
  5. Include Zero Balance Active Tenants: Enter a check mark to include active tenants with zero balances.
  6. Balance Selection: Select one of the following options:
    1. Credit Balances Only
    2. Debit Balances Only
  7. Sort Order: Select one of the following options:
    1. Unit Order
    2. Alpha Within Community
    3. Status/Unit
  8. Paper Type: Select one of the following paper sizes:
    1. Legal
    2. Letter
  9. No Page Break by Community: Enter a check mark if the report should not break after every community.
  10. Create Merge Interface
    1. Enter a check mark in this field before running the report to have the report information available to print batch letter or forms based on this report.
    2. Preview or print this report and then go to Batch Letters and Forms and press the Build from Last Report button to populate the grid
  11. Preview or print the report (see Report Preview, Print and Save Options).

7/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388