Revised: 09/26/2013
Go to Activities>>End of Month Processing>>Print Tenant Statements
This program will create tenant statements for previewing and/or printing. The process of creating the tenant statements will also update the "Last Statement Date" field with the new "Statement Date" entered when the program is run.
Statement information is pulled from tenant activity.
If Pre-statement Processing is not done the tenant's activity file may have information for more than one month. The information may not fit on the statements in this instance.
Statement formats are set in Tenant Accounting under Statement Setup.
See Also:
Select Community Based to create and print statements for an entire community.
Select Tenant Based to generate and print a statement for one tenant.
Select Manual Statement to create and print a statement for one tenant.
Click one of the following to view information regarding that selection mode.
With Community Based selected.
With Tenant Based selected:
With Manual Statement selected:
Select a specific area and leave the community blank to generate Tenant Statements for all communities associated with the selected area.
Select an area and a community to generate Tenant Statements for the selected community
A community cannot be selected if the area is left blank
Both the area and community may be left blank to generate Tenant Statements for all area/community combinations
Note:
Some Public Housing Agencies post based on specific area and community combinations. Please follow your Housing Authorities' guidelines for Printing Statements.
Enter or select an Area Number or leave this field blank.
Enter or select a Community Number or leave this field blank.
Enter or select a date for the statements.
Enter or select the date the payments will be due.
Select one of the following Sort Orders for the statements:
Unit Order
Alpha Within Community
Enter a checkmark in the square if statements should include tenants with credit balances.
Click the Clear Selections button to remove selected information for the tenant statements.
Click the Preview button to view the tenant statements on screen. The tenant statements may be printed from within the preview screen. Click here for more preview details.
Click the Print button to bring up the print dialog box. Select the printer and click ok to send the tenant statements to the printer.
Click the Cancel button to close the program.
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Tenant Based
A tenant must be selected using either their tenant number or last name.
Enter or select a tenant by number for the statement or leave the field blank to select by last name.
Enter or select a Last Name or view the tenant's last name if the tenant was selected using their tenant number.
When a valid tenant has been selected their first name will automatically be filled in.
When a valid tenant has been selected their middle initial or middle name will automatically be filled in if it was entered in their tenant file.
Enter or select a date for the statements.
Enter or select the date the payments will be due.
Click the Clear Selections button to remove any selected information for the tenant statements.
Click the Preview button to view the tenant statements on screen. The tenant statements may be printed from within the preview screen. Click here for more preview details.
Click the Print button to bring up the print dialog box. Select the printer and click ok to send the tenant statements to the printer.
Click the Cancel button to close the program.
Enter the following information to print on the statement:
Account Number
Name
Address Line 1 and 2
City, State and Zip Code
Enter the amount for each applicable accounting code that is to appear on the statement.
The Statement Balance under the window will display the statement balance.
Enter or select a date for the statement.
Enter or select a Due Date for the statement.
Click the Clear Selections button to remove any selected information for the tenant statements.
Click the Preview button to view the tenant statements on screen. The tenant statements may be printed from within the preview screen. Click here for more preview details.
Click the Print button to bring up the print dialog box. Select the printer and click ok to send the tenant statements to the printer.
Click the Cancel button to close the program.