In this workbook the topics include:
Navigation
Menu
Tab Container Icons
Tool Icon Buttons
Context Bar
The Application Process
Send Application
Process Application
Managing Waitlist
View Waitlist 17
Restore to Waitlist/Restore Application
Remove from Waitlist/Reject Application
Create Waitlist Review
Offer Unit to Household
The Move-In Process
Schedule a Move-In
Override Process
Creating Third Party Verification Forms
Add New Reference
Certify Move-In
Confirm Move-In
Reminders
Household Notes
Adding a Note
Household Member Changes
Update Member Information
Remove Household Member
Add Household Member
Modify any Household Relationship
The Transfer Process
Transferring Household
The Eviction Process
Evict Household
The Move-Out Process
Schedule Move-Out
Confirm Move-Out
Household View After Move out
In this workbook the topics include:
Wait Stats
Certification Process
Transactions Tab
Transactions Tasks
Recertification
Sending First Notice
Creating 3rd Party Reference Forms
Tracking Forms
Processing Income/Assets/Expense
Entering Signed Dates
Vouchers
Rent Changes
Gross Rent Change
Household Rent Change
Swapping Layers/ Groups/ Contact
Change Income Layer
Change Counted Program Group
Change Contract
Agency Transmittals
TRACS Screen
Build HAP
Create Misc. Adjustments
Create Special Claims
MINC Submission
Subsidy Payments
Payment Batch
HAP Payment
USDA Payment
Other Subsidy Payment
Reports
Report List
Report Parameters
Viewing the Report
Report Tools
Select Expert
In this workbook the topics include:
Household Accounting
Financial Notes
Summary Tab
Export/Print Event History Detail
Event History Views
Receive Tenant Payment
Print Receipt
Receivables Tab
Add New Receivable
Add New Scheduled Receivable
Apply Credits
Adjust Selected Receivable
Correct Billing for Selected Receivable
Reverse Selected Event
Record NSF for Selected Payment
Subsidy Tab
Deposits Tab
Add New Deposit
Add Interest on Deposit
Correct Billing for Selected Deposit
Maintain Selected Deposit
Manually Bill Selected Deposit
Prepare Deposit Refund
Household Move Out Activity
Promissory Note Tab
Add New Promissory Note
Accounting Detail
General Information Tab
Assess Late Charge
Refund Utility Reimbursements
Change Non-Certified Scheduled
Print Late Notices
Print Rent Bills
Community Cash Receipts Tab
Add Cash Receipts
Subsidy Activity Tab
Payment Tab
Start New Payment Batch - Tenant Payments
General Ledger Tab
Process Selected Batches
A/R Select Receivable Tab
Accounting Reports
Maintaining Documents (Add, Edit, Delete)
Document Properties and Selection Criteria
Working with Merge Fields
Document Groups that go with Tasks
Maintaining Employees
Working with Security Roles
Working with Lookup Tables to Define Database Defaults
Working with Management Offices
Working with Purchase Orders/Work Orders
Working with Templates and Scheduled Maintenance
Maintaining Lookup Tables
Working with Maintenance History
Working with Vendors
Working with Maintenance Reports
Add New Household to Unit
Add Household to Waitlist
Add Former Household & Outstanding Balance