The data displayed in the table is for the Occupant you selected on another screen, such as the Lease Information table or Occupant List screen. Data includes the occupant's charge history for a 12 month rolling period, including balances, charge amounts, and dates.
Select to view a History Type:
Chronological
Open Items
Open Credits
Deposits
Open Invoices
The following list includes the type of data presented in the table and where it is retrieved from SKYLINE:
Table Column |
SKYLINE Data Location |
Date |
Master Inquiry, History Button |
Charge Code |
Master Inquiry, History Button |
Description |
Master Inquiry, History Button |
Amount |
Master Inquiry, History Button |
Balance |
Master Inquiry, History Button |
NOTE In SKYLINE the data can also be viewed by right-clicking anywhere in Occupant Information (gray area) and selecting Occupant History from the right-click menu.
Use the Arrows and Page Numbers at the bottom of the table to navigate through the pages of Occupant History. You can also select a new value in the Page Size field to determine how many records to display per page.
The table includes a toolbar with multiple options to export and print, plus additional controls to manipulate the table. For instance, you can click the + shortcut to add this view to your My Portal page.
Each table column can be sorted and filtered in a variety of ways. The toolbar includes a control to view or hide the filters. The filters fields display above the top row of data (one for each column) and each includes a drop-down list of filtering options.
For instance, in the filter field for the Date column, you can select a Date from the calendar and select 'GreaterThanOrEqualTo' from the drop-down list to display Occupant History from that date forward.