Transactions: Edit Move Out Rec / FAS / Collections Ledger

1. EDIT: To Edit a transaction, you will click on the line item, and then click on the Edit button.  Then enter New Amount, Notes, and click on the OK button.
2. DELETE: To Delete a transaction, you will click on the line item, then click on the Delete button, then click on the YES button. 
3. ADD: To Add a transaction, you will click on the Add button and complete the screen accordingly.  

Deleting All Charges on Collections Ledger

• Before you complete the above steps, please complete the following actions.
  • Upload the Approved email from your DO/VP to the Residents Account - must be "Move Out Pictures & Final Account Statement" Folder
  • Go to Collections Ledger. Click on Set Up Agreement (or Change Agreement).  
    • Agreement will be for $0
    • Notes: You will enter the reason you are writing the account off.  EX: DO approved to zero out ledger.  
    • Click on "OK" button
  • Then you will Step # 2 - Delete - to delete each line item.  
• Once you are complete, click on n the Resident's name to go back to the Residents Account. 
  • Click on Move-Out Rec button.  
    • Complete move-out rec.
      • Date: Enter today's date
      • Notes: DO approved to write off residents account to uncollectable. 
      • Click on "Save & Print" button. 

Screenshots:

EDIT COLLECTION LINE ITEM

DELETE COLLECTION LINE ITEM

ADD COLLECTION LINE ITEM

DELETE TRANSACTION - ADDITIONAL STEPS: 

Upload approval

Add Note to zero out account

Delete Line item

Generate a New FAS