Add Former Household and Outstanding Balance

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This task is used to add a household to a unit and add an outstanding Receivable Balance for the former household.  The Unit Move-In and Move-Out date must before the community's Receivable Start Date (Community Detail > General Information tab).

 

The task is only available when you have selected a Community in context.

Prerequisites to complete task correctly.

How do you get here?

Accounting Detail General Information Tab select the community from the context bar drop-down list Tasks Add Former Household and Outstanding Balance

or

Conversion Detail Households Tab Tasks Add Former Household and Outstanding Balance

 

To add the former household and their outstanding balance:

  1. Enter/select the Unit Move-in Date and the Unit Move-out Date and click Next.

  2. Select the Unit that the former household lived in and click Next.

  3. Select the Funding Program Group and set the Initial Counted Layer and click Next.

  4. Enter as much Information about the former household and click Next.

  5. Fill out as much of the Household Summary as necessary to support this former household and their outstanding balance and click Next.

  6. Select the following to define the outstanding balance to be added:

  7. Click Finished to complete the task.