Setting up Transaction Groups allows you to group various sets of Non-Rent transaction types together. This allows you to see the Tenants balance of Amenities, Damages, Furniture, Gardening, Key, Loan, Parking, Rent, Rent Arrears, Utilities, Water and Other. This also allows for greater breakdown of totals for non rent transactions.
Setting Up Transaction Groups
From the Home Screen, click System Maintenance, then click Reference Tables. Click the Transaction Type Reference Table.
Go to the Txn Group column in the Transaction Types reference table:
Chintaro will match transaction types to transaction groups, based on the transaction type name. For example, all water transactions are grouped in to the Transaction Group of Water.
For all Transaction Types that do not have a Transaction Group, you will need to select a Transaction Group that this transaction belongs to. For example, Home Care Transactions may be grouped in to the 'Amenities' Transaction Group, so you will select 'Amenities' from the Txn Group drop down list:
Continue down the list of Transaction Types and select a Transaction Group for each type:
Once the Transaction Groups have been assigned to each Transaction Type, these will appear on the Balances section of the Tenancy scree, and on the Tenancy Transactions ledger for each Tenant:
Setting Up Payment Splits and Arrangements
Viewing Transaction Group Balances in the Tenancy Balances screen
The Tenant's splits or arrangements Transaction Groups will appear in the same order here as they appear on the Tenancy screen (Payment Arrangements).
For example, the Payment Arrangement on Roger Daltrey's Tenancy shows Split 1 as Furniture Payment (grouped in to Furniture), Split 2 as a Home Care Payment (Grouped in to Gardening), Split 3 as Utilities Payment (Grouped in to Utilities) and Split 4 as Loan Payment (Grouped in to Non Rent):
The Tenancy Balances screen shows the same order of transaction groups (Split 1 = Furniture; Split 2 = Gardening, Split 3 = Utilities; Split 4 = Other).
Transaction Group Balances in the Arrears Management screen
Setting up Word Merges for Transaction Groups
Once you have added the template to Chintaro (System Maintenance> Set Up Word Merges), you will be able to Word Merge your Tenants from the Arrears Management screen with a break down of their Non-Rent balances: