To apply an expected payment adjustment to a rent account

The procedure to apply an expected payment adjustment to a rent account is as follows:

1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
4. Double-click on the specific agreement against which an expected payment adjustment is to be recorded for an account. The Agreement Details window is displayed.
5. Click on Accounts. The Accounts tab is activated.
6. Double-click on the specific account against which an expected payment adjustment is to be recorded. The Account Details window is displayed.
7. Click on Projected Balance. The Projected Balance tab is activated, revealing a list of all expected payments (and entitlements) associated with the account in the Period Projected Balance summary table.
8. Click on New Expected Payment Adjustment. The Expected Payment Adjustment window is displayed.
9. Using the Entitlement drop-down field, select the appropriate parameter value for the adjustment on account e.g. Housing Benefit, Supporting People, etc. 3.
10. Enter the Amount into the field provided i.e. the value of the expected payment adjustment. The Up and Down arrows are available to increment or decrement the value, as required.
11. Enter the Date for the expected payment adjustment using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
12. Use the Description field to add any contextual data that is relevant to the payment adjustment, specifically to aid in its unique identification.
13. Click on Confirm. The new expected payment adjustment appears in the Period Projected Balance summary table, within the corresponding period.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only expected payment types configured as regular payments will be available for selection.

See related topics...

Rents account payment processing overview

To add an additional payment to a schedule

To view an expected payment schedule

To add an entitlement to a rent account

To define a rent payment type parameter value

To define the user profile

Using the search facility