Tracking S8 Paybacks in WinTAR

Transcription

1 Tracking S8 Paybacks in WinTAR Section 8 paybacks are able to be tracked in wintar. This may be needed when a tenant did not report income they were receiving while receiving section 8. This option will be completed in wintar. To go to this option from Encompass choose wintar from the Tenant/Applicant Mgt tab, as shown here. Next, choose the Tenants tab and then click on the Tenants button. Page 1 of 15

2 The following screen will appear: Select the New button to begin creating your tenant. This will bring up the NEW Pub.Hsg. Tenant screen. 1. Enter the tenant s last name. The last is usually followed by an *. This is used to differentiate between the tenant s original record and the record that you are creating for tracking paybacks. 2. Enter the tenant s first name. 3. Enter the tenant s social security number. 4. Enter any other information that you wish; such as a telephone number or address. Page 2 of 15

3 Then, click on the Project button under Project/Unit information. This will bring up the Project Lookup screen. Choose the project for which you would like the tenant to be set up under. Many housing authorities use a name like Section 8 Repays. Highlight the project by clicking on it. Once you project has been selected press the Ok button. Page 3 of 15

4 Next enter the Move In date. This date is usually the date that non-reported income was discovered. Then, click on the Unit button. This will bring up the Unit Availability Lookup page. Click on the New button to enter in the tenant s address information. Page 4 of 15

5 Enter in the tenant s address information, as shown below. When finished, click on the Basic tab. Page 5 of 15

6 The following screen will appear: 1. Enter in a Unit ID / Label. The Unit ID is the unit identifier and must be unique. Use only letters and numbers, no spaces or punctuation may be used. If the Unit ID is not unique the system will create one for you. 2. Fill in the bedroom size with a Click on the Save button. The following screens will appear: Click Yes to save changes. Page 6 of 15

7 Click OK when told the changes have been saved. This will take you back to the PUBLIC HOUSING (New Unit) screen. Click Exit to complete adding the new unit. This will take you back to the Unit Availability Lookup screen. Page 7 of 15

8 1. To select your newly created unit, type in a piece of the information from that unit in the search box. 2. Highlight the unit by single clicking on it. 3. Press the Ok button. This will take you back to the NEW Pub.Hsg. Tenant screen. Page 8 of 15

9 You may add notes in the notes field if you wish. When finished click the Save button. The following prompts will appear: Click Yes. When asked to pro-rate adjustments, click No. Page 9 of 15

10 Click OK to complete the changes. The following screen will appear: Click the Exit button when complete. You are now ready to enter the beginning balance. Page 10 of 15

11 Remain in wintar. Click on the Transactions tab and then On-Line Display as shown below. This following screen ill appear: Click on the Tenant button to search for the tenant. Page 11 of 15

12 This will bring up the Search for Public Housing tenants screen. To find your tenant: 1. Enter in your tenant s information. 2. Click on the Search button. 3. Highlight the tenant by single clicking on the name. 4. Click on Fetch tenant to bring them to the Tenant Balance Display/Update screen. Page 12 of 15

13 Section 8 paybacks are usually tracked under Retro Rents. You may want to discuss with accounting what transaction code to use. For this example a code 99, load balance, will be used. To enter the beginning balance, click on the Adjustment button. Page 13 of 15

14 The following screen will appear: 1. DO NOT change the Month/Year or Date. 2. You may choose to enter a reference number. If you do not enter one, one will be generated for you. 3. Choose where you would like the balance to be applied to. This is done by selecting the drop down arrow in the Apply To box. 4. Choose the code description for the transaction. This is done by selecting the drop down arrow in the Code Description box. This will automatically place a code in the Code box. 5. Enter the total balance in the Amount box. You do not need to enter a $ sign, this will be generated automatically. 6. You may choose to enter a memo in the Memo box if you choose. 7. Press the Ok button when complete. The following prompts will appear: Press the Yes button. Press the Ok button. This will take you back to the Tenant Balance Display/Update screen. Page 14 of 15

15 Press the Ok button to exit the screen. You are now ready to enter payments against the money owed. Remember that this project will need to be posted monthly under Transactions/Post Monthly, just like any other processing group. Page 15 of 15