General Information Tab

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The General Information tab provides the To-Do List, which you can use to manage and track the accounting activities for a selected community.

All of the Accounting To-Do List Activities are included in the To-Do List Dashboard Object.

Click the image for more information. A list of available tasks is provided below.

 

Tasks available on this tab by Activity

 

Pending GL Entries:

Refund Overage:

  Process GL Entries

  Refund Overage

Error GL Entries:

Refund Utility Reimbursements:

  Process GL Entries

  Refund Utility Reimbursements

  Mark as Processed with No Export

Assess Late Charges:

Pending Payment Batches:

  Assess Late Charges

  Continue Processing Selected Batch

Create Tenant Chargebacks:  

  Print Pending Batch Reports

  Create Tenant Chargebacks

  Delete Selected Batch

Units Not Billed:

HAP Payments to Process:

  No tasks associated with this Activity

  Start New Payment Batch

Tasks Available Under All Activities:

Unbatched Tenant Payments:

  Add Interest on Deposit

  Start New Payment Batch

  Add New Receivables

  Print Unbatched Tenant Payments

  Add New Scheduled Receivables

Process 236 Overage:

  Billing Export

  Process 236 Overage

  Change Non-Certified Schedules

  Print 236 Overage Form

  Print Bills

 

  Add Former Household and Outstanding Balance