Revised: 05/13/11
Go to Processes>>Applicant to Tenant Wizard - Tenant Management
or
From Tenant Management
Go to Processes>>Applicant to Tenant Wizard
Click Next
Select the Application For. User can click on the Prompt Box (box with dots). This will give the user available options. Make selection by Double Clicking on the correct option.
User should now see the Applicant that is Moving In.
Check the Waiting List that this Applicant will be Housed from.
Hit Next
Unit Information
Select the Area the tenant is moving into
Select the Community the tenant is moving into
The Tenant Suffix will be assigned by the system
If this is the correct unit and tenant number, hit Next
Move-In Information
Depending upon Tenant Accounting Link information in the Waiting List Settings program the following fields may or may not be available:
Enter Security Deposit Required, if applicable
Enter Security Deposit Paid, if applicable
Enter Pet Security Deposit Required and Paid, if applicable
Enter any other Required and Paid information that is listed, if applicable
The system may calculate the Admission Rent Charge if the field is available, review for accuracy. Edit if necessary
Enter the Admission Rent Payment, if applicable
Enter the Check Number, if applicable
Click the Print Receipt button to print a receipt for the applicant, if available
Hit Next
Finish
Hit Finish
Check Applicant Status
In the Waiting List module:
Depending on how your program is setup your applicant may still be in with the active applicants or they may be in the inactive applicants
In either the Applicant (Active) or the Inactive Applicants:
Select Application For
Enter Tracking Number and hit Tab.
Make sure the appropriate waiting list is marked housed or that your applicant's status is Housed.
In the Tenant Management Module
Tenants (Active)
Located under Maintain; Tenants (Active)
Enter Tenant Number or Last Name and select the tenant
If the file is in "read only" mode go to Quick Link>>Unlock Tenant File. Select a Tracking Code and/or enter a modified description and click Save
Check the Moving In Box
Verify the Status as Active, the Action as New Admission, and the Effective Date as the date of Move In.
Click on the Contracts Tab…Enter all applicable Information especially Lease Information and Next Re-Exam Date.
Go through the rest of the Tabs and Review all information
When finished Reviewing the Information, Return to the Main Tab and click on the Arrow beside the Save Icon and do a Save Without Clearing
Go to Quick Link>>Household Composition
If user needs to Edit an existing Member, double click their name
If user needs to add a member - see How to Add a Household Member
Verify all information about each Member including Income, Assets, and Deductions
Edit an Existing Income, Asset, or Deduction, double click on that Line
To Add an Income, Asset, or Deduction, click on Quick Link and make selection
Once all Information is verified, Save and return to Tenant Master
Go to Quick Link>>Rent Calculation
Make sure Date matches Effective Date on front screen
Hit Auto Calculation one time
Verify all information on Main Screen
Verify TTP
Click on Rent Calculation Tab
Enter Utility Allowance and hit Tab
Verify Contract Rent
Save and Close the view
Go to Quick Link>>Auto Bills
Verify the Monthly Rent and other charges
Close the Screen
Go to Quick Link>>Create 50058 Record
If you get any errors - fix and create the 50058 again
When a 50058 has been created with no validation errors, click Yes to print out the 50058. If the tenant's file was in edit mode, it will automatically be returned to read only status after the 50058 has been created.
Cash Receipts Processing
Depending upon Tenant Accounting Link information in the Waiting List Settings program and information entered in the Move-In Wizard, Cash Receipts may need entered or posted.
See:
Adjustment Processing
Depending upon Tenant Accounting Link information in the Waiting List Settings program and information entered in the Move-In Wizard, Adjustments may need entered or posted.
See: