General Information Tab Select the To-Do List Create Tenant Chargebacks Activity Select a community in the context bar Tasks Create Tenant Chargebacks
This task is used to bill any Tenant Chargebacks that have been created under Work Detail > General Information - Work Order Summary or Maintenance Detail > General Information. All line items on a Work Order that have been marked as a tenant chargeback will be displayed here to be billed to the selected households.
Tenant Chargebacks created will round to whole dollars when that parameter is set on the charge type that allows tenant chargebacks (System Administration > Accounting Setup - Charge Type Setup).
A Tenant Chargeback can not be created until the Work Order Line Item is complete. To be complete, the Line Item needs to have a vendor (either outside or in-house) assigned to it, its status has been set to closed, a completion date has been entered, and the Tenant Chargeback information has been completed.
Accounting Detail General Information Tab Select the To-Do List Create Tenant Chargebacks Activity Select a community in the context bar Tasks Create Tenant Chargebacks
Effective Date: The system will pre-fill this field with the current date, however you may select any date prior by entering the date or selecting it from the drop-down calendar. You can enter a future charge date, which allows you to set up a receivable balance for next month to show up on a tenant bill, for example.
Select all the tenant chargebacks that you wish to bill.
Click Next.
The Tenant Chargeback Report is checked off by default to print and you can preview it by clicking the preview icon. If you do not want to print the report uncheck the box next to the document name.
You can also use the Select All and Deselect All links to help in making your selections.
Documents included in the "Tenant Chargebacks" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.
Click Finished.
Open Items and the related event will have been added to each household that was just billed a Tenant Chargeback. The resulting event in Event History will reference the P.O. that the chargeback came from.
The billing event will appear in the Event History and the receivable balance in Open Items of each household you selected.