The Arrears Management screen is used to view the Tenants who are in Arrears and perform Arrears Actions for those Tenants. This screen enables you to create Word Merge letters to Tenants in bulk, and automatically creates Arrears Actions on the Tenant’s record when an action has been performed. The Arrears Action process will be the steps that your Organisation has decided to take in dealing with Tenants in Arrears.
A warning pop up will open, advising you that the Arrears Management screen may take some time to load. Click Yes to continue.
The Arrears Management screen will open:
This screen can be viewed in one of two formats,
- Balance 'As At Today': This option will show users the tenant balances in the same way that the 'Balance As At Today' button works on the Tenancy Screen. Both of these amounts will match.
- Actual Balance As At: This option will show users the tenant balances as at a particular date. In order for the Screen to update to this format, users must enter the date and then click 'Enter' on their keyboard.
You can use these filters individually or in any combination, on all of the column headings. To access the Text Filters, left click on the black arrow in the column heading, and manually select the boxes you wish to filter to.
Text Filters can be applied on balance fields to view the Tenants in the greatest amount of Arrears at the top of the list, by sorting Smallest to Largest (as Arrears are negative amounts).
The Last Arrears Action column will indicate what Arrears Action was last taken for the Tenant. It will show the date the Action was taken, along with the Action taken and what the Rent Arrears amount was when the Action was taken.
Step 1: Select the Arrears Action you want to take for the Tenant, by selecting either Arrears Notice (Documents -EG letters), Arrears Action (Not documents -EG telephone call), Email or SMS.
If you are sending an Arrears Notice (Word Merge) to Tenants, when the Word Merge opens in Microsoft Word, you have full functionality that Microsoft Word offers.
You can alter or change the Word Templates that your Arrears Notices are based on. (See Solution: Set Up Word Merges)
Select the Tenant(s) you will to perform the Arrears Action for by ticking the box. This will create an Arrears Action for each Tenant who has a tick in this box.
Click the corresponding blue button at the top of the screen (EG If you are sending an Arrears Notice, click Word Merge. If you performing an Arrears Action, click Update Arrears Action. If you are sending an Email, click Send Email, and if you are sending an SMS, click Send SMS).
A pop up box will advise you the record(s) were added to the Arrears Action history successfully.
The Tenancy Record will now be updated to show the Arrears Action that was taken in the Arrears Action box:
To view or remove the Arrears Action from this box, double click on the Arrears Action. To remove the Arrears Action, untick the Active box.
On the Arrears Management screen, the Last Arrears Action column will now be updated to reflect the action taken.
You are able to export the data on the Arrears Management screen straight to Microsoft Excel by clicking the button. Clicking will show the default view of all records again.