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Assessment code entry TOPS [ONE] AR accounts receivable

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TOPS [One] Version 3.1.4.2, Revision 0, last updated 06-01-2017

The Portfolio module is used to manage agents in your company. The following steps walk you through adding an assessment code to a community.

Step-by-Step

  • Click Portfolio and select Communities.
    • Select the community that you want to add a code to.
  • Under Related Links, click on Codes.
  • Under Assessment, click on Add Code (Portfolio_Add_Code.png).
  • Under Code Type, ensure Assessment is selected.
  • Under Code Alias and Name, enter in the code’s identifiers.
    • Code (Alias) – This is the code’s unique identifier. This field has a 2 character minimum and a 10 character maximum.
    • Code Name
    • Code Description
  • Under Code Details, make the proper selections.
    • Calculation Method
      • Flat Dollar Amount
      • Percent of Property Value
      • Square Feet X Rate
      • Total Amount X Percent Ownership
    • Late Fee Method
      • Late Fee Dollar Amount
      • Percent of Unpaid Balance
      • Flat Dollar Plus Percent of Unpaid Balance
      • Late Fee Based on Selected Account Codes
      • Greater of Flat Amount or Percent Unpaid Balance
    • Code Frequency
      • Weekly
      • Bi-Weekly
      • Bi-Monthly
      • Monthly
      • Quarterly
      • Semi-Yearly
      • Yearly
      • Hourly
      • Daily
      • Once
    • Allow Direct Deposit – Selecting this will enable this charge to be included in an ACH file.
  • Under Linked Accounts, enter in the GL Accounts associated to this assessment code.
    • Income Account – You can Type in the GL Account Number, GL Account Name, or click on the folder (Portfolio_GL_Search.png) to select the GL Account.
    • Receivable Account – You can Type in the GL Account Number, GL Account Name, or click on the folder (Portfolio_GL_Search.png) to select the GL Account.
  • Under Code Categories, these fields will change based on the Calculation Method and Late Fee Method. Fill in the respective fields accordingly.
    • Click on Add (Portfolio_Add_Code_Category.png).
    • Repeat until you have the desired amount of categories.
  • At the top right, click on Save (Portfolio_Save.png).
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