Process a Tenant Adjustment

The adjustment process is used any time the tenant account balance needs adjusted. 

Use the adjustment process to enter a tenant adjustment, process a tenant refund, refund a pet security deposit, apply a prom note, etc.

Adjustment Entry

NAVIGATION: ACCOUNTING menu > Adjustments > Adjustment Entry

These fields are one time only or not used during individual entry process.

  1. Batch Number and Sequence number are assigned by the system during the entry/save process.  Leave these fields blank.
  2. Check the Retain Community Information field to have the system retain that portion of the tenant's number.  This field may be left blank.
  3. Check the Retain Transaction Code field if you will be doing several adjustments using the same transaction code.  The system will retain the code until the user changes it.  This field may be left blank.

The cursor automatically begins with the Tenant Number for entry:

  1. Enter or select the Tenant Number or Last Name and Hit Tab Key until reaching the Transaction Date Field
  2. Enter Transaction Date (User can click on the Browse Button and select a Date from the Calendar).  Press TAB
  3. Enter Transaction Code and press TAB
  4. User can Modify the Description
  5. User can enter a Reference (Not Necessary).  Press TAB
  6. Due Date will appear.  User can Edit this Date
  7. Enter Transaction Amount
  8. Press TAB and press SAVE
  9. Enter all Adjustments (Charges) and close the Screen
  10. Please review the Adjustment Edit List.

NOTE:   If a transaction code for Install Retro Rent (usually 03-98) was used an extra payment field will be open for entry.  Enter the amount of the monthly payment in this field.

Adjustment Edit List

NAVIGATION: ACCOUNTING menu > Adjustments > Edit List

  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.
  3. Sort Order: select how you want the edit list sorted
    1. Batch/Sequence
    2. Tenant Number
  4. 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
  5. Preview or print the report (see Report Preview, Print and Save Options).
  6. Verify all Transactions.
  7. If the Edit List is Correct, move on to Posting.
  8. If the Edit list is incorrect, return to Adjustment Entry

Editing an Adjustment

NAVIGATION: ACCOUNTING menu > Adjustments > Adjustment Entry

  1. User will Click on the BROWSE Button beside Batch Number Field
  2. Select the Incorrect Entry (s).  Make Corrections and Save
  3. Please Run the Edit List and verify Accuracy.  If Correct, move on to Posting

Post Adjustment Entry

NAVIGATION: ACCOUNTING menu > Adjustments > Post Adjustments

  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.
  3. Click START ADJUSTMENT POST
  4. 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