To add an entitlement to a rent account

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The procedure to add an entitlement to a rent account is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the specific agreement against which an entitlement is to be recorded for an account. The Agreement Details window is displayed.
  5. Click on Accounts. The Accounts tab is activated.
  6. Double-click on the specific account against which an entitlement is to be recorded . The Account Details window is displayed.
  7. Click on Expected Payments. The Expected Payments tab is activated.
  8. Click on New Expected Payment. The Expected Payment window is displayed.
  9. Using the Expected payment type drop-down field, select the appropriate parameter value for the entitlement e.g. Housing Benefit, Supporting People, etc. 3.
  10. Click on Next. The Entitlement Details window is displayed.
  11. Using the Provider drop-down field, select the appropriate parameter value for the entitlement provider e.g. Local Authority.
  12. Enter the unique Reference for the entitlement into the field provided.
  13. Enter the Start date for the entitlement using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
  14. Enter the End date for the entitlement using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY).
  15. Enter the Amount of each individual entitlement payment into the field provided.
  16. Enter the Clawback amount into the field provided i.e. the portion of benefit to be returned as a result of a negotiated reduction in rent (currently up to £15 per week).
  17. Using the Frequency drop-down field, select the appropriate parameter value for the entitlement (e.g. Weekly, Monthly, Quarterly, Annually).
  18. Using the Calendar drop-down field, select the calendar appropriate for the entitlement payment frequency.
  19. Using the Recipient drop-down field, select the individual contact or contact group to whom the entitlement payment relates.
  20. To keep track of the expected payments for this entitlement, activate the Monitor expected tick box provided.
  21. Click on Save. The new record is displayed in the Expected Payments summary table.
  22. Click on Save 4.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Only payment types configured as regular payments will be available for selection.

4 System validation rules ensure that an individual contact or contact group can only have one entitlement type effective at any one time.


See related topics...

Rents account payment processing overview

To add an expected payment to a rent account

To define a rent payment type parameter value

To define the user profile

Using the search facility