Generating Affordable Receivable Aging Summary Reports

The Affordable Receivable Aging Summary report summarizes unpaid or partially unpaid charges by property. Each row in the report includes the unit code, resident code, resident status, and the resident's name. Transaction information include includes the total of unpaid charges, charges due in 0-30 days, 31-60, 61-90, over 90 days, prepayments, and the total balance owed. Totals for The report also displays totals for each property and for all properties if more than one property is selected.

You can generate the report in three ways:

c	You can include only resident charges and receipts, omitting charges and receipts for subsidies.

c	You can include only subsidy charges, omitting resident charges and receipts.

c	You can include resident and subsidy charges and receipts.

The Affordable Receivable Aging Summary report is an analytics report. Analytics reports provides drill-down to records or other information. For more information about Voyager analytics reports for affordable housing, see “Affordable Analytics Reports Screen Overview”.

To generate an Affordable Aging Summary report

1	From the side menu, select Analytics > Receivable Reports. The filter section of the Receivable Reports screen appears.

2	Complete the following fields:

Report Type Select Receivable Aging Detail.

The Report Type field s located in the second column of the screen. Selecting the report type changes the filter so that it contains the fields needed for the selected report.

Property Type or select a property code or the code of a property list.

Unit Type If you want to produce the report for a specific unit type, type or select the unit type code.

Unit If you want to produce the report for a specific unit, type or select the unit code.

Tenant If you want to produce the report for a specific resident, type or select the resident code.

Status If you want the report to include households with specific rental statuses, select one or more statuses.

Trans through Type or select the latest date of the transactions to include in the report.

Summarize by Select the order in which to display the report: Resident, Charge Code, or Property.

A/R Account Type or select an accounts receivable accounts.

Excluded Units If you want the report to omit units that have a status of Excluded, select No. If you want the report to include excluded units, select Yes.

Minimum Amt Type the smallest receivable dollar amount to include in the report.

HUD Subsidies Select whether to include charges and receipts from HUD subsidies. Options are:

Exclude Include only resident charges and receipts, omitting charges and receipts from HUD subsidies.

Only Include only charges and receipts from HUD subsidies, omitting resident charges and receipts.

Include Include resident charges and receipts and charges and receipts from HUD subsidies.

Show Grids If you want to show column-separator lines, select this check box.

3	Click Display. The Affordable Receivable Aging Summary report appears at the bottom of the screen. You can view, save, or print the report as an Adobe PDF or Microsoft Excel file.

Z	If you want to view, save, or print the report as an Adobe PDF file, click the PDF button.

Z	If you want to view, save, or print the report as a Microsoft Excel file, click the Excel button.