How to Submit Manual Subsidy Payments

Subsidy Payments can be submitted in two ways,  manually or via CSV. 

To enter a Subsidy payments manually please follow the steps below.

Step 1. Navigate to the Resident Tab under the Main Menu, click Resident Search.

Step 2. Identify the Resident you'd like to submit a Subsidy Payment for. click the Options Cog to the right and select View Ledger. 

Step 3. Click Add Payment in the top right of the page and select Make Subsidy Payment.

Step 4. Enter in the amount and provide a Document Identifier (i.e. check number) and click Submit Payment. This payment will now be reflected in the Residents Ledger.

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To enter a Subsidy payments via CSV please follow the steps below.

Step 1. Navigate to the Payment Utils Tab under the Main Menu, click Upload Subsidy.

Step 2. Click the question mark to view the Data Validation Rules & Definitions.

Step 3. Download the template for data entry.

Step 4. Selected the filled in CSV and click Submit.  The payments will now be reflected the appropriate resident/unit ledgers.

To enter a Subsidy payments manually please follow the steps below.

Manually Add Subsidy Payments

Step 1

Step 2

Step 3

Step 4

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Add Subsidy Payments Via CSV

Step 1

Step 2

Steps 3 & 4