QRG - CRM IQ - Deposit Accounting - Generating Balance Letters
Follow these steps to generate balance letters when completing Deposit Accounting.
Who requires Deposit Accounting:
Past Residents
- Canceled/Denied Applicants/Guests (when applicable)
Balance Letter Types:
DA Applicant Owes Over 50
- DA Applicant Owes Under 50
- DA Deposit Refund
- DA Resident Owes Over 50
- DA Resident Owes Under 50
1. After completing Deposit Accounting in the Resident/Guest Record, navigate to Reports>Resident>Residential Correspondence to generate the correct letter.
*Please note the heading of CRM IQ has been updated to reflect these new dropdown options. The remaining images in this tutorial do not reflect the new dropdown options, however functionality remains the same.
2. Once in Residential Correspondence, the Report Type drop down contains 5 different balance letters for the different Deposit Accounting circumstances. Select the appropriate one for the circumstance.
3. Once the appropriate Report Type is selected, generate the balance letters by entering the resident’s tcode and click Generate.
4. Once the View Report function has been clicked, the list of letters will display. To open and download the letter, click on the blue hyperlink labeled Statement.
5. Upload and attach Balance Letter and Move Out Statement to Resident/Applicant Record in CRM. Once uploaded and attached, send Balance Letter and Move Out Statement to Resident/Applicant via email and USPS mail.