{"id":1598,"date":"2019-09-04T06:23:56","date_gmt":"2019-09-04T14:23:56","guid":{"rendered":"https:\/\/wp.actionlife.com\/sopcommunitycare\/?p=1598"},"modified":"2020-01-23T15:46:02","modified_gmt":"2020-01-23T23:46:02","slug":"603-jenark","status":"publish","type":"post","link":"https:\/\/wp.actionlife.com\/sopcommunitycare\/2019\/09\/04\/603-jenark\/","title":{"rendered":"603: Jenark – Account Activity and Printing a Ledger\/ Financial Account Statement"},"content":{"rendered":"\n

ACCOUNT ACTIVITY<\/strong><\/span><\/p>\n\n\n\n

When an owner has been selected, select \u201cButton 3: Acct Activity\u201d to view all financial account activity. In the \u201cBalance\u201d section, you will see the current balance and the charges that are making up that balance.  Select \u201cAccount History\u201d to view all account history.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

The below screen will be displayed. \u201cTab through\u201d the fields until the fields are populated.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Here you will be able to view all charges, credits, and current balance for the Owner. The \u201cStart Date\u201d for this screen will automatically be set for the date the homeowner was active in our system. You can select a different \u201cStart Date\u201d by changing the appropriate field and hit \u201cEnter\u201d. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

When the\nstart date is changed, the ledger will accumulate any past balance due prior to\nthat date and display the amount as the \u201cBeginning Balance\u201d. <\/p>\n\n\n\n

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.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

From this screen, you can select \u201cPrint\u201d. <\/p>\n\n\n\n

You will be able to select the dates and details of the ledger and then print, e-mail or fax. <\/p>\n\n\n\n

PRINTING A FINANCIAL ACCOUNT STATEMENT<\/strong><\/p>\n\n\n\n

  • Residential<\/li>
  • Resident Services<\/li>
  • Transactions<\/li>
  • Owner Information<\/li>
  • Enter address and tab through to populate<\/li>
  • 3 Account Activity<\/li>
  • Account History<\/li>
  • Tab to populate <\/li>
  • Print<\/li>
  • Select Date Range<\/li>
  • Print Address:\u00a0 Unit<\/li>
  • Check Current HOA Only\/ One Resident per Page\/Print Associated Residents<\/li>
  • OK<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"

    ACCOUNT ACTIVITY When an owner has been selected, select \u201cButton 3: Acct Activity\u201d to view all financial account activity. In the \u201cBalance\u201d section, you will see the current balance and the charges that are making up that balance.  Select \u201cAccount History\u201d to view all account history. The below screen will be displayed. \u201cTab through\u201d the […]<\/p>\n","protected":false},"author":297,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8,1],"tags":[],"class_list":["post-1598","post","type-post","status-publish","format-standard","hentry","category-6-systems","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/1598","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/users\/297"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/comments?post=1598"}],"version-history":[{"count":0,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/1598\/revisions"}],"wp:attachment":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/media?parent=1598"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/categories?post=1598"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/tags?post=1598"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}