Revised: 09/08/2017

Tenant Master (Active)

Go to Maintain>>Tenants (Active)

This program is used to maintain housing authority tenant information.  Tenants are transferred into the Tenant Master (Active) program from the Horizon Waiting List module.  Tenants may be entered manually if you are not using the Waiting List or the Transfer programs.

Some changes made to an existing tenant's record will be recorded in the Actions tab for tracking purposes.

When using the Enhanced Edit feature, tenant records will be in "Read Only" mode.  Read Only will be displayed in red in the header, until the file is unlocked.  

See Also:

Function Menu

Across the top of the program are standard functions such as save and delete.  For more information on available options click here.

Quick Link..

The following programs may be available under the Tenants (Active) quick link menu depending upon program type and settings:

Header Information

The tenant number and tenant name are in the header area.  Tenant records may be found by using the tenant number or last name fields.  Also shown in the header area may be notifications such as "See Note", "FSS", "Read Only", and "Edit Mode".

Tenant Number

Enter or select a tenant by their tenant number or leave this field blank and use the tenant last name field.  

The tenant number is made up of four sections which are as follows:

The area, community and unit portions of the number are setup and maintained in the following programs which are located under Maintain>>Tenant Management Tables:

The tenant number is assigned by the system when a tenant is transferred from the Horizon Waiting List module.

Last Name

If the tenant information was brought up by tenant number the last name of the head of household will be displayed.

To search for the tenant by last name, enter and/or select it from the list.

First and Middle

When a valid tenant is selected, the first and middle name information will be displayed.  This information may be edited or updated if the Head of Household changes.

Note:

When the head of household changes or name information is changed the name fields in the header are not updated by the Household Composition program.  The name in the header must be changed manually.  An error message will alert users when the Head of Houseold name does not match the tenant's name in the header before allowing a save.

Read Only

When "Enhanced Edit" is checked in Tenant Manangement settings, all tenant files will open by default as Read Only.  "Read Only" will be displayed in red in the header to indicate that changes to tenant information will not be allowed with the exception of tasks, attachments, tracking items and notes.  Household Composition, Rent Calculation, FSS worksheet and Auto-Bills will also show the head of household information in red to indicate that the file is in read only mode.

When a file that is in "Read Only" mode is unlocked.  An Archive file is created and stored as an attachment.  The Archive file is a record containing the tenant's information as it was when it was unlocked.

Edit Mode

When a tenant's file has been unlocked, "Edit Mode" will be displayed in green in the header and the head of household information will be displayed in green in Household Composition, Rent Calculation, FSS Worksheet and Auto-Bills as an indication that the file is in edit mode.  Changes to the file can be saved.  A file that has been unlocked will automatically lock when the file is closed, when a 50058, 50059, 3560-08 or TIC form has been created or when a save and clear is done.

Other Alerts

Other alerts may be displayed in the file header for the following:

Main

Unit Information

Address

The unit address is pulled from the Unit Master program.  If this information needs updated the Unit Master may be accessed from either Quick Link>>Unit Information in the Tenant Master (Active) program or through Maintain>>Tenant Management Tables>>Unit Master.

Bedsize

The bedroom size for the unit is pulled from the Unit Master program.  If this information needs updated, the Unit Master may be accessed from Quick Link>>Unit Information in the Tenant Master (Active) program or through Maintain>>Tenant Management Tables>>Unit Master.

Phone

Enter or edit the phone number for the tenant

Moving In

Place a check mark in this field when a tenant is moving in.  Remove the check mark for the next re-exam.  Leave this field blank for an existing tenant.

Accessibility Requested

Place a check mark in this field if the tenant has requested handicap accessibility.  

Received

If the Accessibility Requested field has been checked select one of the following to indicate the level of accessibility that has been given:

If the Accessibility Requested field has not been checked Not Selected should be displayed in this field.

Current Status

Status

Enter or select the status for the tenant from the following selections:

Effective Date

Enter or select the effective date of the action being taken, (i.e. AR, IR, MO, etc)

Note:  The effective date and the current rent calculation date should match.

Action

Select the type of action for the Conventional Public Housing/50058 program from the following:

For the Section 8/50059 program select an action from one of the following:

For the Rural Development/3560-08 program select  one of the following:

For a Tenant Income Certification (TIC) program, select one of the following:

Correction

For the Conventional Public Housing/50058 program select one of the following to make a correction:

If there is no correction for this 50058, select Not Correction

For the Section 8/50059 program select one of the following correction options:

If there is no correction for a previous 50059, select Not Correction

**For Raural Developement and Tenent Income Certification programs there are no selection options other than Not Selected.

Summary Information

This section of the main screen displays information based on Income, Asset and Deduction information; Tenant Activity; Work Orders; Rent Calculation and other areas in the program.

From the Rent Calc; Income, Asset and Deduction information; Tenant Activity and Work Orders the following figures are displayed:

From other areas of the Tenant Master program:

Household Composition Grid

This area will display the tenant's member information after it has been entered in Household Composition.  When member information is shown, double clicking on any member will pull up the Household Composition program with their information displayed.

During the initial entry of member information the Household Composition program may only be accessed from the Tenant Master (Active)>> Quick Link menu.  

The following member information will be displayed in the grid:

Contract

Lease Information

Entering lease information is optional.  Lease fields can be merged into forms and letters.

Original Lease

Enter or select the date of the tenant's original lease.

Tenant Signed

Enter or select the date the tenant signed the lease.

Owner Signed

Enter or select the date the owner signed the lease.

Extend To

Enter or select the date the lease was extended to.  If the lease has not been extended, leave this field blank.

Lease Number

Enter the tenant's lease number.

Reexamination Information

Last Reexam

Enter or select the date of the tenant's last annual reexamination.

Next Reexam

Enter or select the date of the tenant's next annual reexamination.  The date of the next reexam may be entered on the front screen.  Dates entered in either place will be displayed in the other.

Flat Rent Information

If the tenant has opted for flat rent, enter the appropriate dates in the following fields:

Last Flat Review

Enter or select the date of the tenant's last flat review.  Leave this field blank if the tenant has not selected the flat rent option.

Next Flat Review

Enter or select the date of the tenant's next flat review.  Leave this field blank if the tenant has not selected the flat rent option.  The date of the next flat review may be entered on the front screen, when applicable.  Dates entered in either place will be displayed in the other.

Family Special Needs

Checkmark all of the special needs that apply for the family from the following:

Waiver Type

Select one of the following options:

Citizenship Information

This will default to Citizen - rule does not apply, other options apply only to non US citizens.

Select one of the following:

Date

Enter or select the date the tenant was eligible for assistance.  If citizenship is "Citizen - rule does not apply", leave the date field blank.

Expected Changes

Leave these fields at zero if there are no expected additions to the household.  These fields are required, when applicable, if the unit falls under Multi-Family regulations.

Enter or select the expected number of additions to the household due to the following, if known:

Special Programs

Program 1

Select one of the following special Public Housing Programs:

Program 2

There are no programs at this time to select under program 2.

Income Exc

Select one of the following income exclusion options:

General

Pet Information

Pets

Place a checkmark in this field if the tenant has a pet or pets.

Pet Notes

Enter information regarding the pet(s) in this area.  This information will print out on the Tenant Pet Listing.

Other Information

Police Tenant

Place a checkmark in this field to indicate the tenant is a police tenant.

Make Ready Information

These fields are required if the Organization does not use Horizon's Work Order module.

To Maint Date

Enter or select the date the unit is to be in maintenance.

Ready Date

Enter or select the date the unit is to be ready for occupancy.

Subsidy Information

Subsidy information is required if the Communit/Unit falls under Multi-Family or Rural Development Housing rules.

Previous

Enter or select the tenant's involvement with housing subsidy in the past from the following (note:  selection options vary dependant upon program type):

Current

Enter or select the tenant's current involvement with housing from the following (note:  selection options vary dependant upon program type):

Tenant receivers Secondary Subsidy

Check the box if the tenant receives a second subsidy.

Contacts

Contact One and Two

Contact One  and Two Information

Enter the name, address and phone number information for tenant contacts.  In the note area enter any additional information for the contacts.

Mailing

Mailing/Forwarding Address

Enter a mailing or forwarding address for the tenant.  If the tenant receives mail at the unit address leave this field blank.  Mailing address information  may be used for labels, letter merge variables and some reports.

Name

Enter the tenant's name for the mailing /forwarding address.  This name will also be used for the tenant statements.

Address 1 and 2

Enter the street address for mailing/forwarding information.  If both address lines are not needed, leave Address 2 blank.

City, State and Zip Code

Enter the city, state and zip code for mailing/forwarding information.

Emergency

Contact Information

Contact information may be entered for the tenant or these fields may be left blank.

Minister

Enter the minister's name, address and phone number for the tenant if available.

Hospital

Enter name of the hospital, address and phone information for the tenant if available.

Doctor

Enter the doctor's name, address and phone information for the tenant if available.

Ambulance

Enter the ambulance name, address and phone information for the tenant if available.

Veh/Ref

Vehicles

In the 2 lines available, enter the following vehicle information for the tenant:

References

Enter up to three references for the tenant with the following information:

Admission

View/update the information pulled over from the Horizon Waiting List during the tenant transfer to the Tenant Master.  If the tenant is entered manually enter the following information.

Former Address

Tenant

View, update or enter the tenant's former address information.

Landlord

View, update or enter the former landlord's name, address and phone information for the tenant.

Application

Application information should come over from the Waiting List program when a tenant is transferred.

Tracking Number

View, update or enter the tenant's applicant tracking number.  A tracking number is assigned to an applicant in the Horizon Waiting List module.  If the Waiting List is not used, this field may be left blank.

Application Date

View, update or enter the tenant's application date.

Previous Housing

View, update or enter the tenant's previous housing information.

Displacement Status

View or select the tenant's displacement status from the following:

Admission Information

Project Move-In

View, enter or select the date the tenant moved into the project.

Admission Date

View, enter or select the date the tenant was accepted into the program.

Transfer In Date

View,  enter or select the date the tenant was transferred into the unit.

Area, Comm, Unit, TS

The tenant number the tenant transferred from is automatically be entered by the system when a tenant is transferred using the Tenant Transfer Wizard.  This information may be entered or edited if necessary.

Admission Codes

Checkmark the following admission statements that apply:

Move/Transfer

Move-out/Termination Information

Move-Out Date

The move out date should be automatically entered if the Tenant Move-Out Wizard was used.  If a move out date is not present for a moved out tenant, enter or select the move out date.

Termination Date

Enter or select a Termination Date if applicable.

Transfer Information

Transfer-Out Date

The transfer out date is automatically entered if the Tenant Transfer Wizard was used.  If a transfer out date is not present for the transferred tenant, enter or select the transfer out date.

Tenant Transferred To

The unit the tenant transferred to is recorded automatically if the Tenant Transfer Wizard was used.  If the unit is not present for the transferred tenant enter the previous unit number in this field.

Reason

Move Out/Transfer Reason

The move-out or transfer reason used in the wizards will be displayed in this area.  The reason may be changed.  If a reason code is not present for a moved out or transferred tenant enter or select it.

Move-out/Transfer reasons are setup and maintained in Move Out/Transfer Reason Code.  50059 links are also setup in the Move Out/Transfer Reason Code master.

Death Date if applicable

This field is only available for entry if the reason code selected is linked to a 50059 MO - Death of Sole Family Member in Move-Out/Transfer Reason Codes.  The death date used in the Tenant Move Out Wizard will be displayed in this field.  The date may be edited.

Accounting

Security Deposit Information

Descriptions

The descriptions for up to six different security deposits or interests may be shown in this area.

Required

This area displays the required amounts for the security deposits.

Held

Held security deposit and interest information is shown in this area.

Collection Information

Collection information fields may be left blank if they do not apply.

Admission Rent

Enter the tenant's prorated rent amount.  This field will merge into letters and forms.

Previous Rent

Enter the tenant's previous rent amount.

# of NSF Checks

When an NSF is recorded in Cash Receipts using an Accounting Code that has been setup for NSF checks the system will update the number of NSF checks.  This information may be edited.

Collection Loss

Enter the amount of collection loss.

Note:

Collection loss information is used during the Create Bad Debt Entry In House Billing found under the Quick Link menu in the Inactive Tenant Master.

Bad Debt Amount

Enter the bad debt amount for the tenant.

Late Charge/Legal Status

Status Code

If a Legal Status Code has been applied to the tenant's account, the code and its description will be displayed.

Status Date

If a Legal Status Code has been applied to the tenant's account, the date will be displayed here.

Reset Status

Press the Reset Status button to reset the tenant's status.

Late Charge Exemption

When the box is checked the tenant will be exempt from late charges and can be excluded from the Delinquency Report by checking the "Use Late Charge Rules" before generating the report.

Billing Note

Enter a note for the tenant's bill.

ACH Update

Pressing the ACH Update button will activate the following Add a Tenant Tracking Item view to update a tenants direct deposit information:

ACH Details

Account Type

Select one of the following:

Routing Number

Enter or edit the tenant's bank routing number.

Account Number

Enter the account number where payments will be deposited.

Disable ACH Processes

Enter a check mark in the box to end direct deposit payments for the tenant.

Save or Close

Press Save to save the information or Close to close the view without saving.

ACH Date

If the tenant is setup for ACH direct deposit payments, this field will display the last ACH payment date.

Amount

If the tenant is setup for ACH direct deposit payments, this field will display the amount due on the last statement.

For example:  If a tenant owes $103 on the 09/01/2017 statement, that is the amount that will be displayed here.

FSS

Family Self Sufficiency

This area of the Tenant Master deals with the Family Self Sufficiency program.  If the tenant does not participate in the FSS program, this area may be skipped.

Is Tenant FSS Participant now or in last year

Click in the box to place a checkmark in this field if the tenant is currently involved with Family Self Sufficiency or has participated in the Family Self Sufficiency program in the past year.  

FSS Start

Enter or select the date the tenant began FSS.  Leave this field blank if the tenant is not an FSS participant.

FSS End

Enter or select the date the tenant's FSS participation will end.  Leave this field blank if the tenant is not an FSS participant.

FSS Extend

If the tenant's FSS participation has been extended, enter or select the extended ending date.  Leave this field blank if the tenant is not an FSS participant.

FSS Exit Status

Select one of the following exit status reasons when the tenant has ended their FSS participation if applicable:

FSS Accounting Information

FSS Escrow

This field is updated by the system from the FSS worksheet.

FSS Balance

This information is updated by the system from the FSS worksheet.

FSS Disbursed

This information is updated by the system from the FSS worksheet.

Tracking

Tracking information is automatically entered for changes made by the user to the tenant's information when in edit mode.

Users may manually add additional tracking information using the Add Tracking Item button.  

Tracking Grid

The following information will be displayed in the grid:

Detail window

Below the tracking grid is a window that will show additional details for a tracking item, when selected and applicable.

The following actions will automatically be tracked:

Add Tracking Item

Click the Add Tracking Item button to bring up the Add a Tenant Tracking Item view:

 

Note:  Tracking codes may be tied to a Legal Status code in Tenant Tracking Codes.  When that tracking code is used that has a Legal Status option, the Legal Charge/Legal Status area of the Accounting tab will be updated.

Print Tracking Items

The Print Tracking Items button will bring up the Date Range for Tracking Item Printing view:

Start Date

Enter or select a beginning date for the printing range.

End Date

Enter or select an ending date for the printing range.

OK

Click the OK button to bring up a print dialog box.  Select a printer and click print.

Cancel

Click the Cancel button to close the box without printing.

 

Notes

Review/print notes already entered or enter a new note in this area.

New Note

Click the new note button to enter the current date in the Note Date field.  The date of the new note may be changed.

Special Notes Only

Entering a check mark in the Special Notes Only box will filter the note grid to only display notes that have a check mark in the Spec column.  Removing the check mark will display all notes.

When a note has been flagged as special, a See Notes alert will be displayed in the header by the Tenant Number.

Print Note

Click the Print Note button to print the highlighted/selected note.

Print All Notes

Click the Print All Notes button to bring up the date range box.  Select the start and ending date for the notes to be printed and click OK.

Date Range

Note Grid

Note Date

When the New Note button is clicked, the current date will be inserted in this field.  The date may be changed if a different date is desired.

Click on any previous note date to review the subject and note associated with the date.

Subject

Enter a subject for the note or edit an existing note subject.

Spec

Enter a check mark in the box for any note line to flag the note as a special note.  When a note has been flagged as "special" a "See Notes" alert will be displayed in the header beside the tenant number.

Created By

Will display the name of the user logged in when the note was created.  This information may not be changed by users.

Update By

Will display the name of the user who created or updated the note.  This information may not be changed by users.

Note Window

Once you have entered a date and a subject, click in the window at the bottom and enter the body of the note.  Previously entered notes may be edited here.

Attachments

Scan and/or attach documents to the tenant's file in this area.

Quick Attachment bar

Use the navigational icons on the bar to Quick Add, Add, Scan, email, etc.

Selections

Category

Select a Category for the attachment.

Start Date / to End Date

Enter a Start Date and to End Date to filter or add attachments.

When Enhanced Edit is used a copy of the tenant's file, as it was when the tenant's file is unlocked, will be saved by its current effective date as an .xml archived file.

The attachment window will display a list of attached documents and the date they were added.

 

Quick Link Programs

Tenant Tasks

Go to Maintain>>Tenants (Active)>>Quick Link>>Tenant Tasks

This program will allow tracking of tasks that are associated with the tenant or members of the household.  

Function Menu

At the top of this view are functions such as save and delete.  For more information on standard functions click here.

Header

The header record identifies the Tenant Household and lists the Tenant Number for the tasks.

Tenant Task Grid

Tenant Tasks may be entered manually or created for Standard Tasks using Categories and the Create button.  Also an entry may be generated automatically when a letter or form is printed for the tenant that has the "Add to Tasks to Complete" field checked in its merge template.

The following columns are shown in the grid:

Archive Tasks

Clicking the archive tasks button will remove tasks that have been checked and dated as completed from the grid.

Create Default Tasks

Select a Category when using the Create button to automatically create tasks using the information setup in Standard Task Setup.  Categories may be setup using the Global Table Maintenance program found in the Waiting List module.

Create

Pressing the Create button will generate tasks from those that have been setup in the Standard Task Setup program.  A Category may be selected, if available, to control which tasks will be created.

Print Task Listing

Click this button to open a preview/print info box where you may select one of the following report options:

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Auto Bill Setup

Go to Maintain>>Tenants (Active)>>Quick Link>>Auto Bill Setup

This program is used to enter or review billing information for the selected tenant.  

Function Menu

At the top of the program view are functions such as save and delete.  For more information on functions click here.

Quick Link:

Release Notes/Retro to Tenant Activity

This utility is used to release the remaining amount of a repayment or prom note back into Tenant Activity and Tenant History Files.

See Also:

Header

The tenant name and number from the Tenant Master (Active) header will be displayed in red (read only), green (edit mode), black (program is not using enhanced edit and the file can be changed) or blue (archive copy is open).  The header information may not be changed in this area.

Entry Area

The entry area is used to enter new auto bill information and to edit existing information.  Information may be pulled up from the window by entering the desired line number.  

Information that is in the entry area will not be saved until it has dropped down into the window. The save button has no affect on the information and will not save it until it is in the window.

Line #

Enter an existing line number from the window below to pull the information up for editing.

When entering a new line leave the line number blank.  The system will pull the next available line number.

If Line #s need corrected run the Renumber/Update Tenant File program.

Accounting Code

For an existing line, the accounting code may not be changed as it is a key value for the information.

When entering a new line enter or select an appropriate Accounting Code.

Note:

If an incorrect code was used, the line may be deleted and then reentered.

Modified Description

Enter a Modified Description for the transaction line.

Amount

Enter or edit the billing amount.

Frequency

Select one of the following frequencies:

Note:  

Remember to select one or more of the appropriate frequencies during End of Month Processing.

Start Date

Enter or edit the start date for the billing.

End Date

If there is a specific end date for the billing it may be entered here.  This field should be left blank for billing codes such as dwelling rental, electric credits, etc that do not have a set end date.

Max Amount

Enter or edit the maximum total to be charged for the entry.  

Future Amount

When a billing amount is to change on a specific date the new amount may be entered in this field.

When a new rent calculation is saved the system will update the auto bill lines with the new future amounts.

This field should be left blank if there is no future change.

Work Order

Work Order information that has been sent to Tenant Auto-Bills from the Maintenance Management module>>Work Order Entry>>Tenant Billing Interface will be displayed in this field.

Disable Update

Check the box if updates are to be disabled.

Charged to Date

This field is incremented each time auto bills are posted with the auto billed amount.  This information is not available to edit.

When the Charged to Date and the Max Amount fields match, the system will stop billing for the line.

Future Start Date

When a Future Amount has been entered, a Future Start Date should be entered to indicate when the new billing amount should be processed.

When a new rent calculation is saved the future start date for a new billing amount will be entered.

 

Auto Bill Window

The auto bill window shows the information for all billing lines that have been entered for the tenant.

Lines in the window may be double clicked to be brought back into the entry area for editing.

Lines in the window may be deleted and then reentered.

The scroll bars on the right side and bottom may be used to view additional information that has been entered.

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Create 50058 Record

This menu option is available when the tenant is in a Conventional Public Housing Property and when enhanced edit is used the tenant's file must be in "Edit Mode".

Go to Maintain>>Tenants (Active)>>Quick Link>>Create 50058 Record

This program will generate an electronic 50058 submission file and a paper form 50058 for the tenant for the effective date and information entered for the household.

If this program is run after a 50058 has been submitted electronically the "sent" flag will be removed allowing the 50058 to be sent again.

Click Yes to open the 50058 Forms view where the 50058, Summary Application and/or Rent Worksheet may be printed.

Click No to close the 50058 Validation box.  The 50058, Summary Application or Rent Worksheet may be printed from the Quick Link menu.

If an error is generated by the HUD tool - an error report will be displayed.  The tenant's information must be corrected and the Create 50058 Record program should be run again.  The 50058 with the error will be available to view in the Print 50058 program.

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Print 50058

This program is available from the Quick Link menu when the tenant is in Conventional Public Housing.

Go to Maintain>>Tenants (Active)>>Quick Link>>Print 50058

The 50058 forms browser will show all the 50058 forms that have been created and are available to preview, print or delete for the tenant.

In addition, the Summary Application and/or Rent Worksheet may be previewed or printed after the 50058 form when checked.

A sample of the browser is shown below:

50058 Selections

The window grid displays the following information for the 50058s that have been created.

Delete 50058

Clicking this button will begin the process of deleting the highlighted 50058 (paper form and electronic versions).  

A confirmation box will be displayed as shown below:

Other Forms to Print

Note:  These forms are only available for the current 50058.  If the most recent form is older than the tenant's Effective Date, the check boxes will not be available to print the forms.

Summary Application

Place a checkmark in the Summary Application box to preview/print the application after the 50058.

Rent Worksheet

Place a checkmark in the Rent Worksheet box to preview/print the worksheet after the 50058.

Report Options

Preview

Click the Preview button to view the 50058 on screen.  The report may be printed from within the preview area.  For more preview information click here.

Print

Click the Print button to bring up a print dialog box.  Select a printer and click the print button.

Cancel

Click the Cancel button to close the 50058 Forms browser.

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Create 50059 Record

This option is available from the Quick Link menu when the tenant is in a Section 8/50059 property and the tenant's file is in "edit mode".

Go to Maintain>>Tenants (Active)>>Quick Link>>Create 50059 Record

This program will generate an electronic 50059 submission file and a paper form 50059 or 50059 A for the tenant for the effective date and information entered.

If the program has found no errors the following information box will be displayed (there is no HUD 50059 error checking tool at this time):

Click Yes to open the 50059 Forms view where the 50059, Summary Application and/or the Rent Worksheet may be previewed or printed.

Click No to close 50059 Creator.  The 50059, Summary Application and Rent Worksheet may be previewed or printed from the Quick Link menu.  

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Print 50059

This menu option is available from the Quick Link menu when the tenant is in a Section 8/50059 property or from the 50059 Creator box.

Go to Maintain>>Tenants (Active)>>Quick Link>>Print 50059 or click Yes from 50059 Creator

50059 Forms will display the 50059 forms that have been created and are available to preview, print or delete for the tenant.  In addition the Summary Application and/or the Rent Worksheet may be previewed or printed at the same time when checked.

A sample of the browser is shown below:

 

50059 Selections

The window grid displays the following information for the 50058s that have been created.

 

Delete 50059

Clicking this button will begin the process of deleting the highlighted 50059 (paper and electronic versions).  

A confirmation box will be displayed as shown below:

Other Forms to Print

Note:  These forms are only available for the current 50059.  If the most recent form is older than the tenant's Effective Date, the check boxes will not be available to print the forms.

Summary Application

Place a checkmark in the box to preview or print the Summary Application after the 50059.

Rent Worksheet

Place a checkmark in the box to preview or print the Rent Worksheet after the 50059.

Report Options

Preview

Click the Preview button to view the 50059 on screen.  The report may be printed from within the preview area.  For more preview information click here.

Print

Click the Print button to bring up a print dialog box.  Select a printer and click the print button.

Cancel

Click the Cancel button to close the 50059 Forms browser.

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Create 3560-08 Record

This menu option is available when the tenant is in a Rural Development unit.  If the tenant file is "read only", the file must be unlocked for the program to be available in the quick link menu..

Go to Maintain>>Tenants (Active)>>Quick Link>>Create 3560-08 Record

This program will create a 3560-08 record for the selected tenant.  

When the record has been created an info box like the one below will be displayed:

Click Yes to bring up the Rural Development 3560-08 Forms view where the 3560-08 form as well as the Summary Application and/or Rent Worksheet may be previewed or printed.

Click No to close the 3560-08 Creator.  The forms may be printed from the Quick Link menu.

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Rural Development 3560-08 Forms

This program is available when the tenant is in a Rural Development unit.  If the tenant file is "read only" the program will not be on the menu until the file is in "edit mode".

Go to Maintain>>Tenants (Active)>>Quick Link>>Print 3560-08

The Rural Development 3560-08 forms browser will display all the 3560-08 forms that have been created and are available to preview, print or delete for the tenant as well as the option to print the Summary Application and/or Rent Worksheet.

A sample of the browser is shown below:

3560-08 Selections

The 3560-08 window displays the following information:

Delete 3560-08

Clicking the Delete 3560-08 button will begin the delete process for the highlighted form.  Users will be asked to confirm the deletion with the following confirmation info box:

Other Forms to Print

Note:  These forms are only available for the current 3560-08.  If the most recent form is older than the tenant's Effective Date, the check boxes will not be available to print the forms.

Summary Application

Place a checkmark in the box to preview or print the Summary Application with the 3560-08 form.

Rent Worksheet

Place a checkmark in the box to preview or print the Rent Worksheet with the 3560-08 form.

Report Options

Preview

Click the Preview button to preview the 3560-08 form on screen.  The form may be printed from within the preview area.  For more information on the preview screen click here.

Print

Click the Print button to open a print dialog box.  Select a printer and click the print button.

Cancel

Click the Cancel button to close the 3560-08 form browser.

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Create TIC Record

Go to Maintain>>Tenants (Active)>>Quick Link>>Create TIC Record

This program is only available in units whose Program Type in the Area Master has been set to Tenant Income Cert (TIC) Type (formerly was Tax Credit).

This program will create a Tenant Income Certification report and will display the following when finished:

Click Yes to bring up the TIC Forms program where the TIC Report, along with the Summary Application and/or the Rent Worksheet may be previewed or printed.

Click No to close the TIC Report Creator.  The form may be printed from the Quick Link menu.

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Print TIC Report

Go to Maintain>>Tenants (Active)>>Quick Link>>Print TIC Report

This program is only available in units whose Program Type in the Area Master has been set to Tenant Income Cert (TIC) Type (formerly was Tax Credit).

This program will preview, print or delete the Tenant Income Certification report as well as the Summary Application or Rent Worksheet.

Highlight one of the displayed lines and click preview or print to view the form.  Click the Delete TIC button if the form should be deleted.

Delete TIC

After highlighting a line, click the Delete TIC button to bring up a Delete Confirmation Box.

Report Options

Preview

Click the Preview button to view the Tenant Income Certification form on screen.

Print

Click the Print button to open a print dialog box.  Select a printer and click Print.

Cancel

Click the Cancel button to close the TIC Forms dialog box.

 

 

Print Rent Worksheet

Go to Maintain>>Tenants (Active)>>Quick Link>>Print Rent Worksheet

The worksheet may also be printed along with a 50058, 50059, 3560-08 or a TIC Report.

This program brings up a preview/print interface box as shown below:

Options

Print Full SSN

The Rent Worksheet will print with masked social security numbers unless the Print Full SSN box is checked.

Preview

Click the preview button to view the worksheet on screen.  The worksheet may be printed from within the preview area.  Click here for more preview information.

A small sample of a previewed worksheet is shown below:

Print

Click the Print button to open the print dialog box.  Select a printer and click the print button.

Cancel

Click the Cancel button to close the program.

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Tenant Summary Application

Go to Maintain>>Tenants (Active)>>Quick Link>>Print Summary Application

This program will preview or print the Summary Application.  The Summary Application can also be printed with a 50058, 50059, 3560-08 or a TIC Report.

Options

Print Full SSN

Check the box if the full social security number is to be printed; otherwise, the number will be masked except for the last four digits.

Preview

Click the preview button to view the Summary Application on screen.  The Summary Application may be printed from within the preview area.  Click here for more preview information.

Print

Click the Print button to open the print dialog box.  Select a printer and click the print button.

Cancel

Click the Cancel button to close the program.

When this report is printed out from an archived record, the information will be a historical snapshot of tenant information.

Sample Application:

Report Options

Preview

Click the Preview button to view the report on screen.

Print

Click the Print button to open a print dialog box.  Select a printer and click Print.

Cancel

Click the Cancel button to close the program.

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Print Eligibility Worksheet

This Quick Link option opens the Tenant Eligibility Worksheet program where the worksheet may be Previewed or Printed.  The worksheet is a combination of the Rent Worksheet and the Summary Application.

Note:  This program is only available if the Worksheet Version 2 box is checked in Tenant Management Settings on the Merge Setup/HQS Paths tab.

Sample Worksheet:

 

Print Utility Chart

Go to Maintain>>Tenants (Active)>>Quick Link>>Print Utility Chart

This menu option brings up the preview/print interface box as shown below:

Preview

Select preview to show the report on screen.  The report may be printed from within the preview area.  Click here for more preview information.

A sample of a previewed Utility Chart is shown below:

Print

Click the Print button to open the print dialog box.  Select a printer and click the print button.

Cancel

Click the Cancel button to close the program.

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Tenant Enhanced Utility Setup

Go to Maintain>>Tenants (Active)>>Quick Link>>Tenant Enhanced Utility Setup

This program is used to enter and maintain the account number, vendor number and enable direct deposit payments for the Gas, Electric, Water, Sewar and/or Cable company.

Enter the following information for any of the following that are to be paid on the tenant's behalf and checkmark the box to Enable for Direct Payment, if applicable:

Enable for Direct Payment

Enables the payment to be sent directly to the vendor when checked.

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View Inspection

Go to Maintain>>Tenants (Active)>>Quick Link>>View Inspections

Function Menu

AT the top of the program view are functions such as save and clear.  For more information on functions, click here.

Header

Displays the tenant number and name of the tenant.  You may select a different tenant.

Inspection Window

The window displays the following information on inspections for the tenant:

If you click on a line the Inspection Form print dialog box will be brought up with the selected Inspection number listed as the First Unit #.  To print information for the selected inspection only enter the same inspection number for the Last Unit #.

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Assets By Location

Go to Maintain>>Tenants (Active)>>Quick Link>>View Assets at Location

This program works with the Horizon Materials Management program to display fixed assets that are located at the unit.  If you do not have a location code for the unit entered in the Materials Management program the report will be blank.

Function Menu

At the top of the program view are functions such as save and clear.  For more information on functions that are available click here.

Header

Site Number and Address 1

Displays the site number and address that the asset is located at.  You may select a different site number for the report.

Asset by Location Window

Displays the following information for any asset tied to the location:

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Renumber/Update Tenant File

Go to Maintain>>Tenants (Active)>>Quick Link>>Renumber/Update Tenant File

This program may be run at any time when a problem has occurred in a tenant's file.

When the program is selected from the quick link menu the following info box will be shown with your tenant number while the program is running:

When the program is finished the info box will go away.