Consolidated Debt Management

The Consolidated Debts Reminder from the Home Page shows any Landlords with Consolidated Payments selected (in More Details) that owe money (a negative balance) . Click on the Reminder to display the Debt Management screen.  From here you can produce an Account Statement showing the arrears or an email displaying the arrears with a .PDF of the Account Statement attached.

The Consolidated Debt Management screen can also be accessed by Financial Tab → Debt Management → Consolidated Debts.

Optionally, you can filter the Contacts by Account, Contact Type, Site / Branch or Contact. There's also an option to Exclude Previously Emailed.

The following information will be displayed:

• Contact

• Last Statement Date

• Rent Arrears

• Bank Account

• Work Orders Unpaid

• Amount Owed

The Menu button has the following options

• Reports

• Find

• Export Grid To Excel

• Refresh

Using the Consolidated Debt Management screen

• Step 1 - Select to include the Contacts that you want to chase for money, filter options are available for Account, Contact Type, Site Branch or a specific Contact. Click Run.

• Step 2 - Choose to either

  • Print a Copy of the Statement for filing

  • Print a Copy of each Statement to Post

  • Produces Emails and attaches Statements as a .PDF

  • Produce SMS Texts

• The Consolidated Debt management screen will exclude any Landlords that DO NOT have Consolidated Payments selected (in More Details) . These Landlords should be managed via the Debt Management screen.

• Merge fields of "AccountArrears" and "AccountArrearsDaysOverdue" can be used for letters, emails and SMS texts to show how much is outstanding and by the days overdue.