How to automate AR apply chargesFollow
Tops[One] allows you to save time and schedule reoccurring charges. The following steps will walk you through setting up reoccurring charges and how to verify it’s an automated charge.
- Select Community
- Portfolio >> Community >> Select Community (You’ll see the community on the top left corner))
- Alternatively, skip to step 2 and select the community on step 4
- On the left select AR Receivable Charges
- Select Apply charges and then Take Action (OR click Actions>Apply Charges)
- Check that you are in the correct community on the top left of the page.
- You can click the arrow and select another community as needed.
- Under Function select Apply Charges
- You can also choose any of the other options as needed. Late fee, interest, ect.
- Select the desired Post Date.
- Scheduling - three option
- This time only
- Accrues the charges and notifies to review and post the charges.
- Accrues and posts the charges without any further user interaction.
- Select all codes you wish to include in this application of charges.\
- Schedule Job
- Fill in details on when and how frequently the apply charges automation will run.
- Click Schedule on the top right
- Select Automation on the Navigation Pane on the left hand side
- You should see your newly added automated job.