Page Comparison

1. Access the arrears screen

From the main menu:

• Click Lettings and select Chase Arrears
  The Arrears screen is displayed
  

• Tenant arrears are shown
  Select Landlords (top right) to switch to landlord arrears view
  

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• Click an entry to see more detail of the arrears in the panel across the bottom of the screen
  

• Use the Older than, Amounts over and Only rent arrears options at the top of the screen to determine which arrears you view
  

• Click Filters to apply further filters to the arrears on view and click Accept
  Options are to filter by arrears Category, by Office,

•  by Negotiator, by Role (i.e. Managed Tenancy, Rent collection etc.) or by tenancy Type (Assured Shorthold, Company Let etc.)

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2. Add notes, tasks & call reminders

• Click Show notes (bottom right) to view notes panel to the right of the screen
  

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• In the main screen, select the arrears record you wish to add a note/task/call reminder for:

  • Click Add to add notes 
    Once added and saved, notes are non-editable so provide a reliable audit trail

  • Click Tasks for options to create new tasks and view existing, as well as the option to Create call reminder
    

3. Create arrears letters

On the left of the screen:

• Tick the arrears you wish to create letters for
  

• Click Print
  

• Choose whether to Select tenancies by number of days in arrears
  

• Select Letters and click Proceed
  
  The Letter Generator screen is displayed showing available templates
  

• Select the required template from the list and click Create

4. Create journal entries

After creating the arrears letters:

• When prompted to Create journal entries, click Yes
  

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• Details of letters sent can be seen in the Notes panel
  

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• The Last Letter column holds the date an arrears letter was last generated

5. Enter follow up date

A follow up date can be set on each entry

• Right-click over the arrears and click Set follow up date

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• Enter the date and click Accept

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• The date is entered into the Follow up column
  This allows the arrears to be sorted or searched by date

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• Click the column heading to sort in ascending or descending order
  Or click to the right of the column for the option the search by date