Add Transaction To Household

Prerequisites to complete task correctly.

• The household must have been set up.

How do you get here?

Conversion Detail Households Tab Tasks Add Transaction to Household

To add a transaction to a household:

1. Select the unit for the household that will have a transaction added, and click Next.

2. If multiple households have records for that unit, select the household that will have the transaction added. Click Next

3. Select the Transaction Type to add to the household, and the Effective Date of the transaction. Click Next.

4. Select the Funding Program Group and the Initial Counted Layer associated with the transaction type. Click Next.

5. Modify, enter, or delete References if applicable.

   • Select the Show Inactive option to show inactive references along with active records.

   • To modify a reference, enter information into the Reference Detail fields.

   • • Select if the reference is active, or deselect if inactive.

     • Use the drop down menus to select the Reference Type and Household Member associated with this reference, and enter a Claim Number, if applicable.

     • Use the drop down menus to select the type of phone number and enter the phone number.

   • Or, to modify a reference, click the Business or Personal link to open the Add New Reference page.

   • • In the search fields, define criteria for the reference you want to modify, then click Search.

     • For a Business Reference, these criteria will be used:

     • • Business Name

       • City

       • State

     • For a Personal Reference, these criteria will be used:

     • • Last Name

       • First Name

       • External ID

       • Social Security Number

       • Household ID

       • Person ID

       • Community (select from drop down)

       • Apartment Number (select from drop down)

       • License Plate

       • Phone Number

     • In the search results, click the reference the modify, then click OK.

     • • Use the drop down menus to select the Type and Member associated with this reference, and enter a Claim Number, if applicable. Click Save.

   • To enter a new reference, click the Business or Personal link to open the Add New Reference page.

   • • Click Search without entering any criteria, then click New.

     • Enter in the relevant information for the new reference:

     • • Name

       • Type

       • Claim Number

       • Member

       • Address

       • Phone Number Type

       • Phone Number

     • Click Save or Save & Add Another.

   • To delete a reference, select the name of the reference in the Reference List and click Delete.

6. Copy, add, or delete Asset, Income, and Expense information within the Edit Worksheet tab.

   • To copy an asset, income, or expense item, click the Copy link.

   • • Select if you want to item source to Carry Forward, Carry Back, or be In Progress.

     • Select which item to copy, then click OK.

   • To add an asset, income, or expense item, click the Add link.

   • • The Asset, Income, and Expense Detail will become active.

     • Using the drop down menus, select the Name, Reference, Class, and Type, and enter a Description.

   • To delete an asset, income, or expense item, click the Delete link.

   • To enter a new voucher, select New Voucher under Voucher Information.

   • • Use the drop down menus to select the Voucher Source and Renewal Date.

     • Enter in the Voucher Size, Rent, and Subsidy.

   • When complete, click Next.

7. View a summary of asset, income, and expense items on the Summary tab. This page is read-only and cannot be edited.

8. Create the transaction to add to this household.

   • Under Household Certification, use the drop down menus to add the Next Recert Date and Rental Assistance.

   • Enter or modify the Basic Rent, Note Rent, Utility Allowance, and Gross Potential.

   • Under Override Normal Calculations, enter the override amount, if applicable, for Rent and Subsidy.

   • Under Certification Options, enter in the Initial Gross Income, the Member Count at Movein, the Movein Income Limit, and the Tax Credit Move In Date.

   • If rent regulation applies to this unit, manage those settings under Rent Regulation.

   • When completed, click Next.

   • A Results page will show, highlighting the result of the created transaction.

9. Manage Receivables by modifying Balance Owed, if applicable.

   • To add a charge, click the Add ;oml.

   • • Use the drop down menu to select a Charge Type.

     • Enter in the Balance Owed.

     • Enter the Date of the charge.

     • Enter Notes, if applicable.

   • To remove a charge, click the charge to be removed and click the Remove link.

   • Click Next. You will return to the beginning of the Add Transaction to Household wizard.