J
Joe Cilinceon
I'm working on a way to post monthly payments as well as track what the
payments pay for. Here is what I have so far:
Tenant Table has a CustNo unique (Tenant data is kept is several smaller
tables such as contacts, notes, letters sent etc)
Unit Table has a unit number unique to each unit. (1 other table with
constanst such as diminisions of the space, current street price etc.
Lease Table has a unique text filed made up of CustNo & UnitNo & Start Date
of rental
(lease table ties the tenant to the unit at any given time as a single unit
can have more than one tenant in any month) It also stores things like to
invoice, auto pay, unit status as far as current paid thru date, date moved
into and vacated etc.
The actual payment is handled by the 2 tables below:
Ledger each transaction has a unique auto number and this table lists what
the payment covered such as Rent, Fees, Misc Charges (electricity, water)
etc
it also has the PaidFrom and PaidThru dates as all are due on the 1st of the
month.
Payment table list how much, and method of payment (allows for cash and
check etc combinations to make a single payment) Payment table links to the
Ledger by the Transaction #
What I'm basically asking is the best way to handle Credits Earned
(overpayment), Credits Applied (credits earned used to pay with) and Balance
Due (shortages in part of the payment such as not paying the late fee but
paying the rent). I'm also asking for a better method of keeping track of
what was paid in a single transaction rather than a single record of 25 or
so fields.
I have asked this question in several other groups with no answers of any
real help. I would appreciate any input I can get.
payments pay for. Here is what I have so far:
Tenant Table has a CustNo unique (Tenant data is kept is several smaller
tables such as contacts, notes, letters sent etc)
Unit Table has a unit number unique to each unit. (1 other table with
constanst such as diminisions of the space, current street price etc.
Lease Table has a unique text filed made up of CustNo & UnitNo & Start Date
of rental
(lease table ties the tenant to the unit at any given time as a single unit
can have more than one tenant in any month) It also stores things like to
invoice, auto pay, unit status as far as current paid thru date, date moved
into and vacated etc.
The actual payment is handled by the 2 tables below:
Ledger each transaction has a unique auto number and this table lists what
the payment covered such as Rent, Fees, Misc Charges (electricity, water)
etc
it also has the PaidFrom and PaidThru dates as all are due on the 1st of the
month.
Payment table list how much, and method of payment (allows for cash and
check etc combinations to make a single payment) Payment table links to the
Ledger by the Transaction #
What I'm basically asking is the best way to handle Credits Earned
(overpayment), Credits Applied (credits earned used to pay with) and Balance
Due (shortages in part of the payment such as not paying the late fee but
paying the rent). I'm also asking for a better method of keeping track of
what was paid in a single transaction rather than a single record of 25 or
so fields.
I have asked this question in several other groups with no answers of any
real help. I would appreciate any input I can get.