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RESIDENT ASSOCIATION (RA) FEES GENERATOR

WHY IT’S NEEDED?

This function allows for the creation of various fees for residents within the RA.

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HOW TO GENERATE FEES FOR A RESIDENT ASSOCIATION?

1. Launch the RESIDENT MAINTENANCE – FEES GENERATOR function via the RESIDENT ASSOCIATION MAINTENANCE menu.

2. Select the RA and switch to the FEES GENERATOR tab to generate the fees.

3. Define the following values before generating the fees:

DATA FIELDS	POSSIBLE VALUES	DESCRIPTION
Fees Name	Select from available selection	These are the various fee types available for assignment.
Fees Type	Inventory	System-defaulted value
Charge Date	Select from date selection	Denotes the date which the fees are to be effective
Copy From	Create New Fees	Denotes that a new fees are to be created
Copy From	Copy Fees From	Denotes that fees similar from previous process cycle is to be used
Fee Levy	Use existing value	Applicable only when “Copy Fees From” option is selected. Denotes that the fee value used from previous process cycle is to be applied.
Fee Levy	Use New Fee Value	Define a new fee value to be applied for the fee type
Apply To	All Properties	Denotes that the fees are applicable to all property owners within the RA
Apply To	Selected Property	Select the property from the available selection to apply the fees
Occurrence	Create one new fee	Denotes the creation of one fee entry for the selected fee
Occurrence	Same as existing	Applicable only when “Copy Fees From” option is selected. Denotes the creation of the fees record according to the number of fees entry previously created
Due Days	30	System-defaulted value. Denotes that payments are due for settlement within 30 days
Allow Partial Payments	Checked (R) or Unchecked	Denotes whether partial payments are allowed on fees
Notify Residents of Payment Due	Checked (R) or Unchecked	Denotes whether email notifications are to be issued to residents with overdue fees

4. Click on GENERATE FEES to create fees record.

5. Repeat the same for the rest of the fee types to be generated.

1. Search or retrieve the RA record to be updated.

2. Make the changes in the data values for the fees to be generated.

3. Click on GENERATE FEES to create fees record.