Using the Rent Info Tab for Non-subsidized Units

Market rent is charged for non-subsidized units, therefore no information on income or utilities is needed. When the rent roll contains both subsidized and non-subsidized units, however, some information must be entered in the RGI Info tab for non-subsidized member/tenant accounts in order for NewViews to create the complete rent roll automatically.

This information consists of:

• the effective date

• the market rent amount

• a subsidy override of 0.00

• any additional charges

It is also useful to enter resident information so you can take advantage of the Mail Merge feature to send personalized letters, forms or notices.

Creating an RGI Entry for a Non-subsidized Member/Tenant Account

1. In the Database Explorer, activate (click on) Current Members/Tenants.

   Current Members/Tenants can be found by expanding the following folders: NewViews/Account/Accounts Receivable

2. Make sure you are on the Rent Summary view.

   This view summarizes information that is entered in the RGI Info table.

   /ACCOUNT/AR/CURRENT - RGI, Rent Summary should be displayed in the title bar across the top of the window. If you are not on the Rent Summary view, click the RGI + tab below the title bar to select it.

3. Position on the non-subsidized member/tenant account, then click the RGI Info tab in the middle pane.

   Note: If no middle pane is displayed, double click the account in the top pane to display the detail panes.

4. Click anywhere in the RGI Info table, then use the Edit>Append command or press <Ins> to add an item.

5. Enter a Description, Effective Date and Market Rent value for the unit.

6. Enter 0.00 in the Subsidy Override field.

   

7. Click the Residents tab in the bottom window (3rd pane). If the third pane is not visible, double click the RGI entry to open it.

8. Use the Edit>Append command or press <Ins> to add an item. Use the chart below as a guide to enter the information for the first resident.

   

   Description	This field can be used to identify the head of the household (or for any other short description).
   Name	Name of resident.
   Related to	Press <F3> and pick none.
   Relation	Press <F3> and pick none.
   Birth Date	Enter the resident's birth date in this field.
   Age	The resident's age is calculated and displayed in this field.
   Child Status	Leave this field blank.
   Full-time Student	Leave this field blank.
   Paid Child Support	Leave this field blank.

9. Use the Edit>Append command or press <Ins> to add the next resident to the table as described above.

   Repeat this process for all residents of the household.

10. Once all the residents of the household have been added on the Residents tab, click the Additional Charges tab.

11. Use the Edit>Append command or press <Ins> to add an item.

12. Enter a description (e.g. parking or laundry) and amount for the additional charge.

13. In the Account field, press <F3> to choose the appropriate revenue account from a select box. See Select Boxes for more information on choosing accounts.

    

14. If there are other charges for the household, use the Edit>Append command or press <Ins> to add an item for each charge and fill in the fields as described above.

    Note: Additional charges are added to market rent when rent roll transactions are created automatically.