General Information Tab Select a community in the context bar Tasks Add New Scheduled Receivables
This task is used to create scheduled receivables for all active households or a group of active households in one community or across all authorized communities, for the same Charge Type and scheduled terms at the same time. This task is an alternative to the Add New Scheduled Receivables task you would use in the household detail, that will save you a great deal of time if you need to add a scheduled receivable to many households, such as a Utility Assessment or A/C Charge.
When concession scheduled items are set up using this task, the resulting monthly concession will only be automatically applied to the rent charge with the same due date. You still have the ability to apply concessions manually with the Apply Credit task to any charge with any due date.
A charge type for the charge or concession you would like to add must be set-up in System Administration.
The receivable must not be a rent receivable, as rent billing is determined by the certifications on the Transactions Tab of the household.
You will not be able to a new scheduled item of the same charge type of an existing scheduled item when the expiration method is set to "Never" on the scheduled item you are trying to add (i.e. - the balance schedule overlaps an existing balance schedule).
Accounting Detail General Information Tab Select a community in the context bar Tasks Add New Scheduled Receivables
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Community Detail 
Accounting Tab Tasks Add New Scheduled Receivables
Payment Start Date: Enter the payment start date or select it from the drop-down calendar.
Type: Select the charge type from the drop-down list.
If this task opened with a community selected in context, only the Charge Types that are active for the selected community will be included in the drop down list to be selected.
If the task is opened with <All Authorized Communities> selected in context, all charge types that are active in any one of the communities that the user is authorized to see will be displayed. If charge types happen to have their description customized for any community/funding program group in context (Accounting Detail > Account Maintenance), then the description displayed for the charge type will be one entered at System Administration > Accounting Setup - Charge Type Setup.
After a charge type is selected, the list of households will be limited to only those households in the community/funding program groups where the charge type is active.
The Funding Program Group descriptions are included for each household to make it clear where the household is counted and which accounting applies.
If the community selected in context or any of the communities that you are authorized to see (<All Authorized Communities> selected in context) also rents amenities, those amenity charge types will also be listed.
If a household rents both an apartment and an amenity from the community, they will be listed more than once - once for the Apt Nbr and once for each amenity they are renting.
Amenity Deposits will be listed as Amenity Deposit Due in the Type drop-down list, which allows you to add an amenity deposit to a household who rents both an apartment and an amenity.
Frequency: Select the frequency for billings/payments of either Once, Monthly, Yearly or Quarterly.
Payment Amount: Enter the amount of the charge or credit. If you have selected a receivable type that is a credit charge type, such as Rent Concession, enter the amount as positive, not negative. The system will recognize that this is a credit balance receivable type and post it as a credit.
Expiration Method - Select one of the following options:
Total Due - The scheduled receivable will bill the amount you set up each frequency you selected, until it reaches the total amount you enter in this field.
Maturity Date - The scheduled receivable will bill the amount you set up each frequency you selected, until it reaches the date you enter in this field. You would normally use the last day of the last period you want to stop billing, i.e. if the last charge you want is in May, you would type in 5/31/07.
Never - The system defaults to this option. The scheduled receivable will bill the amount you set up each frequency you selected, for the entire time the tenant is in that unit, or until it is manually expired.
Calculated Entries - If you selected the expiration method of Total Due, clicking Calculate will display how many periods it will take to bill the total amount of the receivable.
Select on or more or all Households for whom you wish to add this scheduled receivable to. Use the Select All and Deselect All links as necessary.
Click Finished to add the scheduled receivables.
The scheduled receivable will be added to each household you selected, and if the start date is in the past, billing correction events and open items for retroactive billings of the scheduled item will have been created.