Preferences - Accounting
The Accounting Preferences library houses several tables related to the accounting functions.
Transaction Types Tab:
The Accounting Type table is use in the setting up a Resident Record for ACH (Automatic draft) payment. The program comes with Checking and Savings but you may change these, add or delete as desired in this table.
The Payment Method: This is the drop down list that appears in the payment screen. You may modify this by adding additional payment methods as well as modify or delete the default items.
Create Category Alias: The resident statement lists four types of billing items; Room Rate, Assessment Fee, Monthly Fees and Service Fees. If you do not want these billing items worded in this way you may change them by updating the Accounting Category Alias table. In the example below, instead of calling the billing item "Assessment Fee" on the statement, with this alias it will be named "Level of Care".
Miscellaneous Tab:
Collections Tab:
This tab contains the methods used to contact the responsible party in regards to collectons.
Advances Tab:
Different descriptions for Advance payments can be added to this table.