Insert New Transaction

The Transaction (Certification) Types available in this task is limited to Annual Recertification – AR.  Generally, the Annual Recertification wizards on the Occupancy and Compliance - Annual Recertification Tab should be used to add Annual Recertification transactions.  The only reason to use this task to insert an Annual Recertification transaction is to change next recert date.

See other tasks on the Household Detail > General tab to add other types of transactions to a household.

How do you get here?

Household Detail Transaction Tab Tasks Insert New Transaction

To Insert a New Transaction:

1. Select or enter the effective date for this transaction.

2. Select the Transaction Type

   • The only available Transaction Type for this task is Annual Recertification – AR.

3. Click Next.

4. Update the asset, income, and expense information as necessary.  For detailed information on how to do this click here: Income and Expense.

5. Click Next.

6. Update any of the certification information as necessary.  For detailed information on how to do this click here:  Create Certification.

7. Click Next.

8. Select any available documents you want to print by checking the box next to the document name.

   • You can also use the Select All and Deselect All links to help in making your selections.

9. Specify the number of copies you want for each document.

   • You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.

10. Click Finished.