Tenant Auto-Bill Grid

NAVIGATION: ACTIVITIES menu > Tenant Master

  1. Tenant Number: select a tenant using their Tenant Number or leave this field blank and select a tenant using their last name.
  2. Last Name: select a tenant using their Last Name or use the Tenant Number field.
    1. First Name: When a valid tenant has been selected, their First Name will be displayed.
    2. Middle Initial: When a valid tenant has been selected, their Middle Initial or name will be displayed.
  3. The tenant name and number from the Tenant Master header will be displayed in:
    1. Red (read only)
    2. Green (edit mode)
    3. Black (program is not using enhanced edit and the file can be changed)
    4. Blue (an archive copy is open).  
    5. The header information may not be changed in this area.

NAVIGATION: Quick Links > Auto-Bills

  1. Line #: the system will generate a line number
  2. Accounting Code: enter or select an accounting code
  3. Modified Description: a description will appear when a valid accounting code is selected
  4. Amount: enter an amount of the auto-bill
  5. Frequency: select the auto-bill frequency from the options:
    1. Always
    2. Monthly
    3. Quarterly
    4. Summer Months
    5. Winter Months
  6. Start Date: enter or select a start date
  7. End Date: enter or select an end date
  8. Max Amount: enter a maximum amount of the auto-bill, if applicable
  9. Future Amount: enter a future amount of the auto-bill, if applicable
  10. Future Start Date: enter or select the future start date, if applicable
  11. Click APPLY
  12. The entry will display in the grid
  13. To edit an entry:
    1. Click in the LINE number field
    2. Type the number of the line you want to edit
    3. Press TAB
    4. The entry details will populate; edit and save
  14. Click CLOSE to return to the Tenant Master

8/2023

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