Last Billing

This field will auto-populate with the date when Billing was last run and posted to the accounts in the association.

Start Billing

Enter the date to begin billing this account.

Skip Billing

Check this box to exclude this account from being billed.

Prior Account

Enter any prior account numbers related to this account, normally from a prior accounting software or prior management company. This number can be used when posting lockbox files that contain the owner's Prior Account Number.

Recurring Billing

Select the default recurring billing type. This will always be Standard Billing unless the user is assigning the unit to a builder.

Post to Builder

Check this box to post charges to the master builder account. This is only applicable if the unit is builder owned.

Skip Late Charges

Check this box to skip this account when posting late charges through Delinquency Control.

Skip Invoices

Check this box to skip this account when rendering statements or invoices.

Occupied

Enter the date when the account became Active, also known as Escrow Date. This date is referenced when processing delinquency.

Rcvd Document

Enter the date when the documents were received.

Commencement

Enter the date when the account commenced.

Next Transition

Enter the date when the next transition of the recurring billing code happens.