Effective Date: The effective date for Refund Credits will default to the highest due date when there is a due date after the current date; otherwise it will default to today's date, however you may select any date prior by entering the date or selecting it from the drop-down calendar.
The Refund Credit event should have an event date that is on or after the highest due date. If the effective date is prior to a credit's due date, reports will display inaccurate information until after the effective date of the Refund Credit event.
Note: You may enter a note of explanation. This field is optional.
If you are a Bostonpost Financials, MRI (using the MRI Web Services export type) and QuickBooks Customer and have enabled the Auto Create AP Vendors under System Administration > Maintain Lookup Tables - Business Constants, Vendors will be automatically created in Bostonpost Financials Accounts Payable for those vendors
If you are a Bostonpost Financials, MRI (using the MRI Web Services export type) or QuickBooks Customer and have not enabled the Auto Create AP Vendors, you will not be able complete this process until the Tenants have been created as Vendors in your Accounts Payable system and those Vendor IDs have been added to these Households in Property Manager.
Click Next.
An Overall Status window will pop up with a Passed or Failed message and display any GL entries that were created.
If it failed you may need to make a correction or contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.
If it passed click Close.
You will be brought to the next tab in the wizard Review Receivables