Senior Living Communities

Contents

Setting Up Security Deposits Quick Reference Guide

This quick reference guide provides the steps required for setting up security deposits. You can see any unpaid security deposits on the Incomplete Admission Dashboard under the Security Deposit Payer.

Security Deposit Required and Deposit Received amounts appear on the Rent Roll New report. Deposit Received amount is the amount posted to the Default Security Deposit Payer in cash receipt batches.

Note

You must create a Security Deposit Payer before completing this configuration. 

Step

Action

Application View

1.

Select Default Security Deposit Payer

  • Communities > Billing > Setup > A/R Configuration.

  • Select Security Deposit Payer.

Use the payer type "Other" as your Security Deposit Payer.
Scr_Setup_AR_Config_Default_Security_Deposit.jpg

2.

Specify the required deposit in your room setup

  • Community > Billing > Setup > Living Unit Listing. 

  • Click  edit next to a room.

  • Enter the  Deposit.
Admin Setup Room Listing - Rooms Security Deposit.jpg