ACCOUNT ACTIVITY
When an owner has been selected, select “Button 3: Acct Activity” to view all financial account activity. In the “Balance” section, you will see the current balance and the charges that are making up that balance. Select “Account History” to view all account history.
The below screen will be displayed. “Tab through” the fields until the fields are populated.
Here you will be able to view all charges, credits, and current balance for the Owner. The “Start Date” for this screen will automatically be set for the date the homeowner was active in our system. You can select a different “Start Date” by changing the appropriate field and hit “Enter”.
When the start date is changed, the ledger will accumulate any past balance due prior to that date and display the amount as the “Beginning Balance”.
In the below example, the start date of 12.30.2010 has been selected, the charges prior to 12.30.2010 left a balance of $36.83 which is displayed here as the beginning balance.
From this screen, you can select “Print”.
You will be able to select the dates and details of the ledger and then print, e-mail or fax.
PRINTING A FINANCIAL ACCOUNT STATEMENT
- Residential
- Resident Services
- Transactions
- Owner Information
- Enter address and tab through to populate
- 3 Account Activity
- Account History
- Tab to populate
- Select Date Range
- Print Address: Unit
- Check Current HOA Only/ One Resident per Page/Print Associated Residents
- OK