Tenant Form
General Information about the Tenant form.
The Buttons and Folders Act as Hyperlinks
The open folder is the Tenant Rent Folder
TENANT Rent Folder
Use this folder to enter information about the recurring charges for
this tenant (charges that occur more than one time). You can record rent, rental taxes,
parking fees, furniture rental, utilities or other regular charges. Each of the charges
will be charged to the tenant on the schedule you choose, monthly, weekly, etc. Charge
schedule is based on the start date of the charge that you choose. For example, you
may want weekly rent beginning on September 1, 1998. The rent will be charged on the 1st
and the 8th, and every week thereafter.
In this folder, you can easily set up roommate charges one of two ways.
One or more late fees can be added to any tenant charges you wish.
Add any one-time charges directly on the INCOME
Form for this tenant.
To
Add a Recurring Charge |
This folder works as a
Data Grid. See "Data Grids" for information about deleting lines, changing
heading widths, etc. First fill in the date the charge should begin. See "Filling in
Date Fields". Now click on the icon in the "Account" field to view the
Chart Of Accounts. Double click on the desired charge to select it. To add a charge not
listed, see Chart of Accounts. Now select the "Period" from the drop down menu.
This is how frequently you want that tenant to have this charge added based on the
start date of the charge.
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For
roommates sharing charges |
There are two ways to
set up roommate charges:
- Non-shared charges for roommates. If you have a
monthly rental amount of $300, you may want each of three roommates to be responsible for
$100. Each would be billed $100 monthly. The Tenant Invoices, receipts, etc. would only
show the charges and payments toward $100 per month). To set this up, assign each of the
tenants to the same address. A message will appear asking if you want the roommates to
share charges, choose "No". In each of the tenant’s Rent folders, also
choose "no" to the "Shared" field for their charges.
- Shared charges for roommates. (With the same
three roommates, and a rental amount of $300, you would want each of the roommates to be
responsible for the entire $300. Each would receive a bill for the entire amount, and
payments from any and all roommates would show on the invoices, receipts, etc. to each of
them.) To choose this option, when you assign the second roommate to the same address, you
will be asked whether you wish to share charges with roommate #1, choose "Yes".
On each individual charge for each of the roommates, you can choose to share or not. For
example, you may want all roommates to share the electric bill, but only one to be charged
for a monthly pet fee. Set this up on the "Shared" field within the TENANT Rent
folder.
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