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How to automate AR apply charges

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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.

 

Step-by-Step

  1. 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
  2. On the left select AR Receivable Charges 
  3. Select Apply charges and then Take Action (OR click Actions>Apply Charges)
  4. Check that you are in the correct community on the top left of the page.
    1. You can click the arrow and select another community as needed.
  5. Under Function select Apply Charges
    1. You can also choose any of the other options as needed. Late fee, interest, ect.
  6. Select the desired Post Date.
  7. Scheduling - three option
    • This time only
    • Schedule
      • Accrues the charges and notifies to review and post the charges.
    • Automate
      • Accrues and posts the charges without any further user interaction. 
  8.  Settings
    • Select all codes you wish to include in this application of charges.\
  9. Schedule Job
    • Fill in details on when and how frequently the apply charges automation will run.
  10. Click Schedule on the top right 

 

To verify

  • Select Automation on the Navigation Pane on the left hand side
  • You should see your newly added automated job.
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