SIMDELL USER MANUAL Rent Arrears

Transcription

1 FROM SIMDELL USER MANUAL Rent Arrears Software for The Providers of Social Housing Page 1 of 111

2 Release - August 2007 Revision History Date of next revision: June 2008 Revision date Previous revision date Summary of Changes Changes marked 1998 Original Release August Libra client update No September 2007 August 2007 Final amendments No Page 2 of 111

3 Contents INTRODUCTION... 4 Libra Function Keys... 4 ACCESSING LIBRA CLIENT Logging in... 6 Login error - Important... 8 The Simdell/Libra Housing Environment Setting Screen Resolution Accessing Rents Accessing an account using a Rent Account Reference number Accessing an account by address only Accessing an account by Tenancy Name scan Accessing Rent Account Transactions Enquiry Printing a Statement Accessing the Account Notepad Adding, Inserting and Deleting a Notepad Entry Deleting an existing notepad entry Notepad Amendments - IMPORTANT Printing the Notepad ARREARS LIST Running and Printing off the Arrears List Printing the Arrears list Arrears Letters & How to use Litpro Manual Progressions Changing & Amending a Forwarding / Correspondence Address ( In relation to Former Tenants Arrears Cases ) Page 3 of 111

4 INTRODUCTION Libra Function Keys Function Function Icon Short Cut Description Key (Edit Field) F1 Help? Invokes context sensitive help F2 Previous < Equivalent to Ctrl-tab when creating new transactions. Moves focus back one field in create mode F3 Quit ^ Equivalent to Cancel button F4 Next (Special)! Set special key for new transaction. Only active on fields that are set to accept this key. F5 Performs a search if one is Available F6 Link Forward ~ Equivalent to link button. Performs a hot key link to another process. F7 Chain Back ` Equivalent to chain button. Chains back to a previous process from a process hot-key'd to F8 and Case edit Change case of text, with changes Arrow key to upper, changes it to lower and changes it to Proper. Toolbars F9 Spelling Performs a spell check for focused field This is the Libra toolbar used to perform standard Libra functions. Icon Description Process linkage Hot key. Access other processes that can be linked to from the currently focused field. Chain. Chain back to a given point after linking. Search. Access searches available from the currently focused field. Context sensitive help. Spell check a memo or edit field. Page 4 of 111 New item (F4) function.

5 Buttons on the right side of the screen perform standard Libra transaction level functions: To accept the current transaction or task (Alt+O) To cancel the current transaction, returning to the first entry field (Alt+C) To delete the current transaction (Alt+D) To exit the process (Alt+X) This is the table toolbar used when in a table. The toolbar is found at the bottom of the screen when you have opened a table. The icons perform the following tasks: Icon Description Focus on first row of table Move focus to the previous row of the table Move focus to the next row of the table Move focus to the last row of the table Insert a new row at the current row position in the table. Invokes the table data form. Append a new row at the end of the table. Invokes the table data form. Delete the current row of the table Clicking on a toolbar icon will result in an appropriate error message if that function is not currently meaningful to the application. Dates When entering dates you can still use the normal entries for example s for system or today s date followed by [Tab]. Or type 2211 and [Tab] for 22 nd November 2006 or use the calendar now provided. Page 5 of 111

6 ACCESSING LIBRA CLIENT 2007 Logging in Double click on the Libra Client icon on your desk top The Libra Client Login box will be displayed as below With your mouse click on the drop down menu The drop down menu will reveal a selection of system options to choose from. Select the relevant option by clicking your mouse. We will be using the Live version. (Many of the screenshots were taken with the TSHETEST version) Once you have selected the required option click on the User ID field Page 6 of 111

7 Enter your User ID On your keyboard now press the Tab button The cursor will drop into the Password field Enter your Login Password Then click on the OK button The Main Menu screen will be displayed as below Page 7 of 111

8 Login error - Important An error message will be displayed if you fail to Login correctly Click on the OK button The screen below will be displayed Page 8 of 111

9 In the top left hand corner of the screen click on the open folder icon. This will open a brand new connection Proceed to Login again If you unsuccessfully Login after the 3rd attempt, you must contact the IT section to permit access and open a new connection Page 9 of 111

10 The Simdell/Libra Housing Environment The Libra client of the Simdell Housing Environment consists of a number of modules, which run from menus listing all the available functions within a module. This commences at the Main Menu, where all the installed modules are listed: Starting at the Main Menu, you are able to select the module you wish to use by expanding The Simdell Housing Environment. Highlighting the appropriate module name (in the middle column of the main menu) will then display the module s sub-menu in the right hand column. This denotes the different sections into which the module is divided. Double-click the appropriate section in the third column in order to enter your desired module. In the above example, you can see that the options that have been chosen will lead to entering a customer s rent account. However, if you are wanting to enter any other module of Simdell/Libra, the procedure is the same, just the path for which you enter the module is different. Page 10 of 111

11 Setting Screen Resolution You may find that the resolution of the screen is not correct for you. i.e. if the monitor doesn t allow you to see all of the Libra options you need to reset the resolution Set up and changing appearance, from File Menu select Setup : Click on the [ Appearance ] Tab where you mat change the appearance of the Field labels.. Make sure you tick Resolution Independence Then choose a setting from the drop down menu below. Settings which have been found to work well include 1024x768, 1152x864 & 1280x1024 (Choose a setting to suit you) Click to save changes. You will need to exit and restart the Libra client for the changes to take effect. Page 11 of 111

12 Accessing Rents From the main menu click on the Accounting folder Then select the Enquiries folder Next Click on the Account file Page 12 of 111

13 Page 1 of The Rent Account Enquiry screen will be displayed as below Page 13 of 111

14 Accessing an account using a Rent Account Reference number In the Account field type in the Rent Account Reference no. Then press the Tab button on the keyboard Page 14 of 111

15 The requested account will be displayed as below Page 15 of 111

16 Accessing an account by address only From the Account field Tab down to the Category field Type the relevant Category code ie. DW (Dwelling), GR (Garage) etc. or Press the hot key F5 or Click on the search icon in the toolbar Page 16 of 111

17 The page below will be displayed prompting you to select the appropriate category code Using your mouse single click on the OK button The cursor will automatically drop into the Reference field In the Reference field type the required address Press the Tab button on the keyboard Page 17 of 111

18 The requested account will be displayed as below Page 18 of 111

19 If there are duplicate addresses you will be given a choice of addresses to pick from. Click on the one you require Then click the OK button Page 19 of 111

20 Accessing an account by Tenancy Name scan In Page 1 of the Rent Account Enquiry screen with the cursor starting in the Account field as below either press the F5 hot key function on the keyboard or click the search icon in the toolbar Page 20 of 111

21 The search facility screen will be displayed as below In the Search for field type the customers name and either press the tab button on the keyboard or single click with your mouse on the Refine Search button Page 21 of 111

22 This will bring up all accounts matching the search name To move forward and search for the relevant name and tenant details scroll through the pages by single clicking your mouse on the button. To move backwards single-click on the button. The button will take you to the very first page of the search facility whilst the button will take you to the very last page of the search facility. Page 22 of 111

23 To open the relevant name and address using your mouse either : 1) Highlight the account and single click the OK button or 2) Double click the highlighted account Page 23 of 111

24 Accessing Rent Account Transactions Enquiry Click on field page 2 Page 2' will be displayed as below and the cursor will automatically drop into the From Period field Page 24 of 111

25 To open the relevant name and address using your mouse either : 1) Highlight the account and single click the OK button or 2) Double click the highlighted account Page 25 of 111

26 At this point press the Tab button twice. The Rent Account transaction screen will be displayed as below. Using your mouse it is now possible to view all Account Transactions by navigating the scroll bar facility to the right of the screen Page 26 of 111

27 To expand the Rent Account Transaction Enquiry screen Right click your mouse anywhere below the Transaction Details blue strip A prompt box will appear listing several options to choose from. Click on the Export to Viewer option Page 27 of 111

28 The Rent Account Transaction Enquiry will be displayed as below. To view all Account Transactions use the scroll facility ( to the right of the screen ) Page 28 of 111

29 Printing a Statement In Page 1 of the Rent Account Enquiry screen using your mouse click on the Print Statement button at the bottom of the page Page 29 of 111

30 The Tenants Statement Print screen will be displayed as below In the Tenancy Selection box using your mouse click on the relevant option In this case Current In the Debit Details box using your mouse click twice on the highlighted light blue field Page 30 of 111

31 The Debit Details screen will be displayed as below Using your mouse click on the From Period field Depending on when you wish your statement to print from you can now either delete the current From Period date in this case 01/07 and type in your desired period or leave the From Period as it is. Press the Tab button on your keyboard The cursor will move to the To Period field which will be highlighted in blue. Depending on when you wish your statement to print to you can now either delete the current To Period date in this case 53/07 and type in your desired period or leave the To Period as it is. Using your mouse single click on the Close Edit button Page 31 of 111

32 You will be taken back to the Tenants Statement Print screen as displayed below Using your mouse single click on the OK button The Standard Printer Selection Window will be displayed as below The cursor has automatically dropped into the Stationery Queue field If the printer code is known you can manually type it into the Stationery Queue field Page 32 of 111

33 or Press the F5 hot key button on the keyboard or In the toolbar click on the search icon Page 33 of 111

34 A Search window with a list of printer option codes will now be displayed as below. Using your mouse select the relevant printer option and single-click the OK button If the required option is not available using the arrow keys at the bottom of the window you may scroll to the next available page for more printer options Page 34 of 111

35 The Standard Printer Selection Window will now be displayed as below The printer option in this case RAD3 has automatically been inserted into the Stationery Queue field Using your mouse single click on the OK button The requested print will now be processed and delivered to the selected printer Page 35 of 111

36 You will be taken back to Page 1 of the Rent Account Enquiry screen as below To continue with your enquiries using your mouse single click on the OK button Page 36 of 111

37 Accessing the Account Notepad In the Rent Account Enquiry screen either click on the process link icon or Press the F6 hot key button on the keyboard The Search window will now be displayed as below To move forward and search for the relevant reason code scroll through the pages by single clicking your mouse on the button. To move backwards single-click on the button. The button will take you to the very first page of the search facility whilst the button will take you to the very last page of the search facility. Page 37 of 111

38 Select the relevant option Account Notepad Maintenance and single-click the OK button Or Double click your selection This will automatically take you to the Account Notepad Display screen as displayed below. Using the scroll bar on the right of the notes (or using the mouse wheel if you have one) the user is able to scroll up and down through the note history To view a particular note highlight and double click the relevant entry with your mouse Page 38 of 111

39 The Notes Entry screen will be displayed as below To close the note single click on either the Cancel or Close buttons Page 39 of 111

40 The Notes window screen will be displayed as below Single click on the close edit button The user will now be taken back to the Structured Account Notepad Display. Page 40 of 111

41 Adding, Inserting and Deleting a Notepad Entry In the Structured Account Notepad Display toolbar firstly ensure the row indicator is highlighting the first line of the notepad i.e. no 1 If not, using your mouse click on the arrow keys either side of the box to scroll up and down through the entry lines until line 1 is reached Single click on the Insert a new row icon Page 41 of 111

42 The Structured Notes Entry Screen will be displayed as below The cursor will automatically drop into the Code field If the reason code is known you can freely type it in If not either press the F5 hot key function on the keyboard or click the search icon in the toolbar Page 42 of 111

43 A search facility screen with a list of all of the notepad codes will be displayed as below To move forward and search for the relevant reason code scroll through the pages by single clicking your mouse on the button. To move backwards single-click on the button. The button will take you to the very first page of the search facility whilst the button will take you to the very last page of the search facility. Page 43 of 111

44 Highlight the relevant reason code by single clicking with your mouse Then either Using your mouse Double click on the highlighted row or Single click the row and then single click the OK button Page 44 of 111

45 The search window will close and you will be taken back to the notepad entry screen. The reason code has now been entered in the Code field and the cursor has automatically moved into the Date field If the date you are entering is today s date then press the S key on the keyboard and press the tab button. This will enter the system date into the field or You can free type the date into the field and press the tab button Page 45 of 111

46 or You can select the date to be entered by using your mouse and single clicking on the dropdown box in the Date field. This will then display a calendar from which you can choose the date you wish to enter The cursor has now moved into the Notes field Page 46 of 111

47 Type in your note giving details and confirming the actions you have taken If you wish or need to create a fresh line press the Enter button on your keyboard Once you have finished typing your note please ensure that you press the tab button. Then and only then will you be allowed to continue to either OK, Close or Cancel the entry If you are satisfied with everything that you have done then single click the OK button This will take you back to the notepad history page called Structured Account Notepad Display screen Single click on the OK button to save and close the window Page 47 of 111

48 or If you wish to continue by adding a new notepad entry click on either the insert row icon or the append a new row icon in the toolbar Page 48 of 111

49 Deleting an existing notepad entry To delete an existing notepad using your mouse Double click on the entry you wish to remove The Structured Notes Entry screen will be displayed as below. Single click the Delete button A confirm prompt box will be displayed. To proceed deleting the item single click on the Yes button Page 49 of 111

50 The Notes screen will be displayed as below With your mouse Single click on the Close Edit box. You will return to the notepad history window Structured Account Notepad Display screen To save and close the window press the OK button Notepad Amendments - IMPORTANT If you close any window down by only using the Close button, then all amendments that you have made on the notepad will be lost Once you single click OK on the notepad, you will be taken back to the Rent Account Enquiry screen. If you have then finished with the account single click OK. This will then save all the information you have amended/inputted into the notepad, and clear all the fields ready for you to open a new account. Page 50 of 111

51 Printing the Notepad Access the required notepad as previously explained in Accessing the Notepad The Structured Account Notepad Display screen will be displayed as below Using your mouse single click on the Print Notes button Page 51 of 111

52 The Account Notes Print screen will be displayed as below Press the Tab button once on your keyboard The OK, Cancel, Delete and Close options will now be highlighted Using your mouse single click on the OK button to continue with the print Page 52 of 111

53 The Standard Printer Selection Window will be displayed as below The cursor has automatically dropped into the Stationery Queue field If the printer code is known you can manually type it into the Stationery Queue field or Press the F5 hot key button on the keyboard or Page 53 of 111

54 In the toolbar click on the search icon A Search window with a list of printer option codes will now be displayed as below. Using your mouse select the relevant printer option and single-click the OK button If the required option is not available using the arrow keys at the bottom of the window you can scroll to the next available page for more printer options Page 54 of 111

55 The Standard Printer Selection Window will now be displayed as below The printer option in this case RAD3 has automatically been inserted into the Stationery Queue field Using your mouse single click on the OK button The requested print will now be processed and delivered to the selected printer Page 55 of 111

56 You will be taken back to the Structured Account Notepad Display screen as displayed below. Using your mouse single click on the OK button You will now be taken back to Page 1 of the Rent Account Enquiry screen to continue with your enquiries Page 56 of 111

57 ARREARS LIST Running and Printing off the Arrears List From the main Menu screen using your mouse Single click on the Libra button in the toolbar The Query screen will be displayed as below. Single click on the Open Query button Page 57 of 111

58 A search facility screen with a list of all query lists will be displayed as below To move forward and search for the relevant query list ie. RAMO scroll through the pages by single clicking your mouse on the button. To move backwards single-click on the button. The button will take you to the very first page of the search facility whilst the button will take you to the very last page of the search facility. Page 58 of 111

59 Using your mouse single click and highlight the query RAMO. Then either Using your mouse Double click on the highlighted row or Single click the row and then single click the OK button Page 59 of 111

60 The search window will close and you will be taken back to the Query screen as below. The RAMO query will now be displayed in the dialogue box as Opened query RAMO Using your mouse Single click on the Run Now button A warning box will be displayed prompting you to either continue or not with the query Single click on the Yes button to confirm and continue Page 60 of 111

61 The User Input for Arrears List screen will be displayed as below Using your mouse Single click on the highlighted ENTER MIN AMT Value box The cursor is now visible allowing you to type in the desired minimum amount Page 61 of 111

62 Type in the minimum amount required in this case Double click on the ENTER RAMO IN CAPS Value box The cursor is now visible allowing you to type in the relevant RAMO initials Type in the required RAMO (Simdell User Initials) initials in this example AJG Double click on the ENTER LAST WEEK NO Value box The cursor is now visible allowing you to type in the LAST WEEK NO Page 62 of 111

63 Type in the LAST WEEK NO in this case 04/07 Single click on the OK button The Processing Query screen will be displayed as below prompting you to wait whilst the list is being processed Page 63 of 111

64 The requested query list will be displayed as below Page 64 of 111

65 Printing the Arrears list Using your mouse Single click on the File button in the toolbar The File drop down menu will appear as below. Highlight the Print option by rolling the mouse arrow over it. Then single click on Print The standard windows Print screen will be displayed as below Click on the drop down key to confirm which printer you require the list to be printed from Page 65 of 111

66 From the drop down menu highlight your chosen printer option by rolling the mouse arrow over it. Then single click on your choice in this case HP LaserJet 4100dtn Point Blue The selected printer will now be displayed in the Name field box To change the basic orientation of your print i.e. from Portrait to Landscape or Landscape to Portrait. Using your mouse single click on the Properties button Page 66 of 111

67 The following screen will be displayed as below Using your mouse Single click on the Basics tab Page 67 of 111

68 The Basics tab page will be displayed Using your mouse in the Orientation field make your selection by single clicking on either the Portrait or Landscape option Then single click on the OK button Page 68 of 111

69 You are taken back to the Print screen as displayed below To complete the print using your mouse single click on the OK button Page 69 of 111

70 Arrears Letters & How to use Litpro Access the Account Notepad (please refer to the Accessing the Account Notepad, Adding, Inserting and Deleting a Notepad and follow the instructions) In a new Structured Notes Entry Screen the cursor will be flashing in the Code field Then either press the F5 hot key function or Using your mouse Single click on the search icon in the toolbar Page 70 of 111

71 The search facility screen will be displayed as below Select the required Arrears letter notepad code in this case ARR3 Then either Using your mouse Double click on the selected row or Single click the row and then single click the OK button Page 71 of 111

72 The selected Arrears letter notepad code has now been entered into the Code field The cursor has now moved into the Date field Enter the date as per Accessing the Account Notepad instructions and press the tab button on your keyboard. The cursor has dropped into the Notes field box Page 72 of 111

73 Type in the relevant details in this case an NSP Appointment Complete the entry by pressing the tab button on your keyboard. Then single click on the OK button You will be taken back to the notepad history page i.e. Structured Account Notepad Display screen as below To confirm the transaction using your mouse single click on the OK button Page 73 of 111

74 You will be taken back to the main Rent Account Enquiry screen as below Using your mouse single click on the Close button A confirm prompt box will be displayed To proceed click on the Yes button Page 74 of 111

75 You will be taken back to the Main Menu screen as below From the main Menu screen using your mouse Single click on the Run button in the toolbar The Run drop down menu will appear as below. Highlight the Process option by rolling the mouse arrow over it. Then single click on Process Page 75 of 111

76 A search facility screen with a list of processes will be displayed as below Using your mouse single click on the button Page 76 of 111

77 This will take you to very last page of the search facility as displayed below Page 77 of 111

78 At the bottom of the page using your mouse single click on and highlight ZSNP1 Rent Structured Notepad Save-list Then either Using your mouse Double click on the highlighted row or Single click on the OK button A confirm prompt box will be displayed. To proceed click on the Yes button Page 78 of 111

79 The User Input for Rent Structured Notepad Save List screen will be displayed as below Using your mouse Single click on the highlighted Enter Rent A/C No. Value box The cursor is now visible allowing you to type in the relevant Rent Account number Page 79 of 111

80 Type in the Rent Account number in this case Double click on the Enter Note Code Value box The cursor is now visible allowing you to type in the relevant Notepad code Page 80 of 111

81 Type in the required Notepad code in this case ARR3 Double click on the Enter date of note Value box The cursor is now visible allowing you to type in the date of the notepad entry Type in the relevant date in this case 22/08/07 Double click on the Enter user ID Value box Page 81 of 111

82 The cursor is now visible allowing you to type in the relevant Simdell User ID in this example AJG Using your mouse single click on the OK button The Processing Query screen will be displayed as below prompting you to wait whilst the request is being processed A Query Result screen will appear as below Using your mouse close the Query Result screen by single clicking the crossed red box Page 82 of 111

83 You will be taken back to the Main Menu screen as below Using your mouse single click on the Correspondence tab in the All Menus field In the Contents of menu : Correspondence field The Litpro Text Processing folder will be displayed as below Using your mouse Double click on the Litpro Text Processing folder Page 83 of 111

84 In the Contents of menu : Correspondence field The Documents folder will be displayed as below Using your mouse Double click on the Documents folder In the Contents of menu : Correspondence field two separate files will be appear as Output and Requests Using your mouse Double click on the Output file Page 84 of 111

85 The Litpro Document Generator screen will be displayed as below The cursor will automatically move into the Folder field Then either Press either the F5 hot key function on the keyboard or Click on the search icon in the toolbar Page 85 of 111

86 A search facility screen with a list of Folder Names and Folder Descriptions will be displayed as below Page 86 of 111

87 Highlight the ARREARS folder by single clicking with your mouse Then either Using your mouse Double click on the highlighted row or Single click the row and then single click the OK button The cursor has now moved into the Document field Press either F5 the hot key function on the keyboard or using your mouse click on the search icon in the toolbar Page 87 of 111

88 A search facility screen with a list of all available letters with codes will be displayed as below Using your mouse single click on the button Page 88 of 111

89 You will be taken to the next page in this case the very last page of the search facility Page 89 of 111

90 Using your mouse single click on and highlight the relevant letter code in this case STD3 Letter to go with NSP service Then either Using your mouse Double click on the highlighted row or Single click the row and then single click on the OK button The cursor has moved to the Select list name field Page 90 of 111

91 In the Select list name field type in the relevant RAMO initials in this example AJG Using your tab button on the keyboard press the tab button twice. The cursor will move into Output Requirements and the Output to printer field as highlighted in dark blue below Page 91 of 111

92 Using your mouse single click on the arrowed light blue box in the Output to printer field. The Output to printer drop down menu will appear as below Highlight the Yes option by moving the mouse arrow over it. Then single click on Yes Using your mouse single click on the arrowed light blue box in the Translate data field. The Translate data drop down menu will appear as below Highlight the Yes option by moving the mouse arrow over it. Then single click on Yes Page 92 of 111

93 On your keyboard press the tab button twice and using your mouse single click on the OK button The print request has now been processed and will be delivered to the defaulted printer as per the system setup Page 93 of 111

94 You will be taken back to the Litpro Document Generator screen as below Using your mouse single click on the Close button The Main Menu screen will be displayed as below Page 94 of 111

95 In the All Menus field using your mouse single click on the Rent Accounting tab Using your mouse single click on the Enquiries tab You are now able to continue and access a new rent account enquiry by double clicking with your mouse on the Account file in the Contents of menu : Enquiries field Page 95 of 111

96 Manual Progressions To manually progress a Rent account please ensure you are in the Main Menu screen as below In the All Menus field using your mouse single click on the Arrears tab Double click with your mouse on the Entries folder in the Contents of menu : Arrears field Page 96 of 111

97 From the list of files in the Contents of menu : Arrears field using your mouse double click on the Progression Manual Actions file The Details screen will be displayed as below The cursor will automatically drop into the Account No field Type and enter in the relevant Rent Account reference number and press the tab button on your keyboard Page 97 of 111

98 The name address will appear in the Name & Address field The cursor has now moved into the Type field Then either Press the F5 hot key function on the keyboard or Click the search icon in the toolbar A search facility screen with Type options will be displayed as below Page 98 of 111

99 Highlight the relevant Type code by single clicking with your mouse Then either Using your mouse Double click on the highlighted row or Single click the row and then single click the ok button Page 99 of 111

100 The search window will close and you will be taken back to the Details screen The Type code has now been entered in the Type field and the cursor has moved down into the Action field Then either Press the F5 hot key function on the keyboard or Click the search icon in the toolbar A search facility screen with Stage options will be displayed as below Page 100 of 111

101 Highlight the relevant Stage code by single clicking with your mouse Then either Using your mouse Double on the highlighted row or Single click the row and then single click the OK button Page 101 of 111

102 The search window will close and you will be taken back to the Details screen. The Stage code has now been entered in the Action field as below Press the tab button on your keyboard twice A Confirm prompt box will be displayed as below requesting you to decide whether or not to Append another row? If you wish to continue and manually progress another Rent account or a number of accounts proceed by single clicking on the Yes button with your mouse. You will be taken back to a new Details screen to input a new case and if required repeat the process If you do not wish to Append another row using your mouse single click on the No button Page 102 of 111

103 The Rent Arrears Progression Manual Actions Entry screen will be displayed as below Using your mouse single click on the OK button to complete the process ( Stages 1, 2, NSP, 4 & 8 will automatically produce letters and will be printed to the default printer ) Page 103 of 111

104 Changing & Amending a Forwarding / Correspondence Address ( In relation to Former Tenants Arrears Cases ) From the main menu click on the Accounting folder Then select the Entries folder Page 104 of 111

105 Using your mouse double click on the Account Maintenance file Page 1 of the Rent Account Maintenance screen will be displayed as below Page 105 of 111

106 In the Account field if known type in the Rent Account Reference no Then press the Tab button on the keyboard If the Rent Account Reference no. is not known please refer to the previous section on Accessing an account by Tenancy Name scan The requested Account will be displayed as below Page 106 of 111

107 Using your mouse single click on the Corres. Address button The Name/Address Maintenance screen will be displayed as below Using your mouse single click on the Replace address button Page 107 of 111

108 The Address Search field is now active as highlighted below Type in the 1 st line of the address then press the tab button on your keyboard A Confirm box will be displayed as below prompting you to confirm whether or not this is a New address Using your mouse single click on the Yes button to continue Page 108 of 111

109 In the Address Line 1 field the 1 st line of the correspondence address has been entered and is now highlighted in blue Press the tab button on your keyboard The cursor has now automatically dropped into the Address Line 2 field Page 109 of 111

110 Type in the 2 nd line of the address then press the tab button on your keyboard Follow the same process until all details have been inputted then press the tab button on your keyboard Using your mouse single click on the OK button to continue with the transaction Page 110 of 111

111 A Confirm box will be displayed as below prompting you to either continue or not Using your mouse single click on the Yes button to continue You will be taken back to the Rent Account Maintenance screen as below The correspondence address has now been changed To end the process and return to the Main Menu screen using your mouse single click on the Close button or if you wish to continue single click on the OK button Page 111 of 111