Follow the steps below to enter payments and deposits in ResMan:
❶ Click the Transaction Efficiency Ribbon or go to the resident’s account page. There are two options to go to the applicant's account page:
▶ Navigate to Accounts → Residents → click Go → select the name from the list
▶ Enter the resident's name or unit number in the Quick Search box → select the name
▶ Enter the resident's name or unit number in the Quick Search box → select the name
❷ If you navigate to the applicant's account page, click New Transaction on the left navigation menu. If you clicked the Transaction Efficiency Ribbon, proceed to the next step.
❸ Enter or select the following details:
- Account name - enter the resident's/applicant's name or unit number if not already filled out
- Transaction date - defaults to today's date
- Charge transaction type - select Payment or Deposit from the drop-down list
- Transaction category.- select from the drop down list
- Description - enter description if necessary
- Amount - enter the payment amount
- Notes - enter additional information if needed
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