Course curriculum

  • 1

    Monthly Charges Tab and Functions

    • One Time Charges

    • Non Rent Charges

    • Changing the Package on a Service

    • Attaching Services to a Package

    • Payors Changing from Private to Organization

    • Private Payor Change Assuming the Resident Balance

    • Security Deposits

    • Rent Charges

    • Paying Rent for 2 Units

    • Resident Charge Import Setup

    • Charges with a Cost Override

    • Private Payor Change Not Assuming the Resident Balance

    • Updating a Resident Charge

    • Discharging a Resident

    • Resident Payor Export

    • Payors Private Payors

    • Payor Organization Payors

    • Resident Chart Unit History and Pay Source History
  • 2

    Month End Process

    • Census Batch

    • Misc Cash Batch

    • Apply Payments Button CRBLI

    • Other Batch

    • Org Payor Payment Batch

    • Payment Resident Batch (AR by resident payor combination method)

    • Reoccuring Charges Batch

    • Charge Import Batch

    • Retro Batch

    • Payments Batch Cash Receipts by Line Item Method

    • Billing Screen Overview

    • Service Charges Batch

    • Apply Credits Button

    • Takeback Payments Batch Cash Receipts by Line Item Method

    • Security Deposit Batch

    • Transaction List Button
  • 3

    Statements and Closing the Accounting Period

    • Printing Payor Labels

    • Closing the Accounting Period

    • Monthly Statements

    • Printing Statements

    • Move In Move Out Statements
  • 4

    Billing Reports

    • Misc Cash Receipt Report

    • Unit Rent Report

    • Aging Report

    • Assessments Billing Points

    • Aging Consolidation Report

    • AR Goal Report

    • File Menu Statements, Payors, Payor Communication

    • Lease Contract Report

    • NSF Check Report

    • NIC Property Inventory Report

    • Receivables Summary Report

    • NIC Rent Roll Report

    • Receivables Check Off Report

    • Receivables by GL Account

    • Package Performance Report

    • Receivables Summary Report by Accounting Period Transaction date

    • Monthly Revenue Report

    • Recommended Monthly Charges Report

    • Cash Receipts Journal Report

    • Annual Rent Payments

    • Security Deposit Activity and Security Deposit Balances Report

    • Resident Transaction History Report

    • Unapplied Cash Report

    • Rent Roll Charge DETAILS Report

    • Transactions by Debit and Credit Report

    • Rent Roll Charge SUMMARY Report