Identify tenants in arrears with payment plan

Owned by Fiona Hardy, created
Last updated: Jan 11, 2023
2 min read

This guide has been reviewed against our global client base and classed as relevant to all regions

Tenants in arrears who have a payment plan in place can be identified via the arrears screen

Information on tenants with payment plans can be displayed on the arrears screen - allowing grid functions to be used to easily sort tenants in arrears according to their payment plan status

1. Add payment plan flag

From main menu, click Lettings/Rentals and select Chase Arrears:

  • Ensure grid is set to show Tenants arrears (top right)

  • Right-click over the required tenant arrears and select Set payment plan then select Yes or In Negotiation (No is selected by default)

2. View payment plan flag information

From arrears screen:

  • Ensure grid is set to show Tenants arrears (top right)

  • Right-click over the column headings, select Pick columns and click Payment Plan

  • The new column is added to the far right side of the grid - click and drag the column heading to the desired position

  • Right-click over the column headings again and click Save grid layout

  • The column will now show when using the arrears grid again - grid functions can be used to sort or filter by content

    • To sort the list, click the column heading

    • To filter or group the list, hover over the right of the column heading and click the arrow

3. Clear payment plan flag

When a payment plan flag is set to Yes or In Negotiation, it can be cleared

From arrears screen:

  • Ensure grid is set to show Tenants arrears (top right)

  • Right-click over the tenant arrears and select Clear payment plan

For more information on using the arrears screen, click here:
Chase arrears (report on tenant or landlord debt)

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