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Common Good → Accounting

AppFolio: Accounting: Receivables


Description
This course details how incoming transactions are recorded in AppFolio, from recording amounts owed by tenants to depositing their payments at the bank.

In this course, you will learn:

How to charge tenants and homeowners for amounts owed to your company.
How to document payments made by tenants, homeowners, owners, and third parties.
How to reflect bank deposits made in real life in AppFolio.
How to charge late fees to delinquent tenants and homeowners.
How to record a bounced check.
Content
  • Charges
  • Resident Charges
  • Enter a One-Time Charge
  • Enter a New Recurring Charge
  • Edit or Reverse an Unpaid Charge
  • Hands On: Entering One-Time & Recurring Charges
  • Receivables - Charges
  • Receipts
  • Receipts
  • Enter a Receipt
  • Reapply a Receipt
  • Reverse a Receipt
  • Hands On: Entering Receipts & Providing A Copy To Residents
  • Receivables - Receipts
  • Deposits
  • Bank Deposits
  • Enter a New Bank Deposit
  • Enter a New Bank Deposit
  • Receivables - Deposits
  • Credits
  • Resident Credits
  • Entering Tenant Credits
  • Applying Tenant Credits
  • Hands On: Entering and Applying a Credit
  • Receivables - Credits
  • NSFs
  • Process NSF
  • How to Process a Receipt as NSF
  • Hands On: How to Process a Receipt for NSF
  • Receivables - NSFs
Completion rules
  • All units must be completed
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