Bonuses and Charges

Step 1

• In the Main Tenant Information screen select Bonuses/Charges and click.

Step 2

• In the Tenant Bonuses screen select the Add Bonus/Charge box on the bottom.

Step 3

• In the New Todo screen which comes up fill in the various fields.
  • From the pop-up box on the upper right select the tenant.
  • Enter the date when you want the credit or charge to begin.
  • Enter the amount of the credit or charge.
  • Select from the pop-up box to the right of Amount, the desired type of credit or charge. Bonus Credit is the default.
  • Make a note, if you wish, regarding the transaction which will appear automatically on the transaction record whenever the transaction is applied
  • If the transaction is to occur more than once check the Recur box.
  • Lastly select Apply Later (to be changed to Apply) on the bottom right, which takes you to the next screen called Recurrence Set.

Step 4

• Press OK in Recurrence Set screen and enter the New Todo screen.

Step 5

• In New Todo screen select Basic and then Apply Now to enter the Recurrence pattern.

Step 6

• See Memorized Transactions and start at Step 2.
• In the Recurrence Set screen select OK.
• In the New Todo screen which comes up select Basic on the top and you enter the Recurrence pattern screen.
• You now will select the frequency and overall time length of the recurrent transaction. On the top select the Recurrence pattern, here selected to be monthly, which then defaults to the first day of every month in the fields to the right. This can be changed by selecting and filling in one of the two lines below.To the right select when in the recurrence cycle; here selected was the first day of every month. In the bottom half is the Range of recurrence information. Select the date for the transaction to commence by filling in Starts on. The length of the recurrence is set to the right. There are three choices to select from: No end date, Ends after a given number of occurrences, or Ends by a specific date. Once the fields are filled out click on Apply Now.