Backdating Tenant Expenses - Bulk

Backdating Tenant Expenses - Bulk

1. To access the bulk tenant charging screen, start by clicking on Accounting in the Main Menu.


2. Click on Tenant Statements.



3. Click on Charges on the main menu



4. Select Tenant Charges from the sub-menu.



5. Bulk Tenant charges screen will open. 
6. Only rental files that match certain requires will appear on the list: 
  1. Must be an Active Rental File
  2. Lease must be Active (under the lease tab)
  3. There must be a tenant loaded to the file. 
7. Select the past date from the Process Date calendar.



8.  Update any charges (if required). Select the Tenant Charges from the charges list by marking the checkboxes next to each charge.



9. Click the Process button to post the selected charges. Confirm by clicking Yes in the prompt.



10. After processing, the charges will be successfully added to the statements for the specified date. They will also be blocked (greyed out) for a specific time period, based on their frequency type. User is still possible to edit the charges.



11. Once charges are added to the tenant statement, any corrections to a processed entry will need to be made directly on the tenant statement itself. (see Correcting Tenant statement entries)

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