Our Corporate Delinquency feature allows you to more easily manage delinquency schedules over multiple facilities in less time. When used properly, Corporate Delinquency empowers you to manage and configure your delinquency schedules for multiple facilities across your portfolio in a single motion.
You may also share delinquency settings across facilities by selecting a representative schedule for other locations to be assigned to. Once those facilities are added to a single schedule, any changes to the schedule will automatically apply to the facilities using that schedule. This will allow you to hold all facilities within the same state to the same standard, for example.
View delinquency stages on the Facility level
While you cannot edit delinquency stages at a facility level, you can view them for reference.
Setting view delinquency permissions
To allow facility members to view a delinquency schedule, you will need to give them the proper permissions from within your Corporate account.
This is managed via Roles, which are groups of permissions you assign to one or multiple users within your organization.
- From your Corporate account, click the Settings gear icon, which can be found on the left navigation bar.
- Select Roles from underneath User Management
- From there, select View delinquency stages underneath the Settings section of Per-facility permissions.
Viewing delinquency stages
In order to view delinquency stages at a Facility level, navigate to Settings found on the left navigation menu.
Navigate to the Billing section, and select Delinquency Stages
While you are unable to edit the stages you see on this page, you will be able to view them.
Any line item highlighted in Red indicates that it is either the Partial Payment or Reverse Payment line item.
If there are any question marks next to the View Details buttons, you may hover over them to see our tooltips for that particular line item.
When you click on the View Details button, you will be redirected to a view-only page of that line item’s delinquency details.
You will notice everything is grayed out, meaning you are not able to edit at the facility level, even if you have the correct permissions to do so. This is the case in both the Delinquency Stages tab as well as the Advanced Settings tab.
If you have the permissions to edit a Corporate Delinquency schedule, you will see this at the top of your Delinquency screen.
If you would like to edit the schedule you see from within your FMS, click Edit Corporate Delinquency Schedule.
You will then be redirected to your corporate account to edit your Delinquency schedule.
Edit delinquency settings at the Corporate level
Setting edit delinquency permissions
In order to edit your Corporate Delinquency schedules, you will first need the proper permissions.
From within your Corporate account, click on the Settings tab on the left navigation bar.
From the Settings page, click Roles under the User Management header.
Find the Role you would like to edit, then click the Edit button its corresponding line.
From there, select Manage corporate/settings/delinquency underneath the Corporate permissions header. This will be found midway through the list.
Once this option is selected, you will then see a link to Edit Corporate Delinquency Schedule from within your Facility account when viewing a facility’s delinquency schedule.
This link will direct you to easily edit your Corporate level delinquency schedule, should you have the correct permissions.
Edit delinquency schedules
If you are accessing from your Corporate account, click Settings from the left navigation menu.
From the top navigation bar, click Software Settings.
From underneath the Delinquency tab, click Current Schedules.
You will be redirected to a page that lists all of your current delinquency schedules, the stages they include, and how many facilities fall under each schedule.
To edit a specific schedule, click Edit on the same line as its corresponding schedule.
You will be directed to a page where you can edit each stage of this delinquency schedule, as well as which facilities are associated with this delinquency schedule.
This page will look similar to the page you just navigated away from, and will also be the page you are directed to if you’re accessing via the Edit Corporate Delinquency Schedules link from your facility’s page (you will be directed to edit that facility’s particular delinquency schedule).
In order to edit specific steps in a specific facility’s schedule, click the Edit button.
An Edit Stage panel will open so you are able to edit a specific step while still referencing the overall schedule.
If you would like to change the name of the delinquency schedule or add an additional facility to this schedule manually, click the Edit Details.
Once edited, click Save.
You are not able to remove a facility from a delinquency schedule. You are only able to add it to another schedule. Adding it to another schedule will remove it from its previous schedule. Because a facility must be tied to a delinquency schedule, and it can only be added to one, this will override its current schedule setting.
Bulk Assign Facilities
If you have multiple facilities you would like to set to a representative schedule, you have the option to upload a spreadsheet with your facility groupings to make this process easier.
For more information on assigning facilities to a delinquency schedule in bulk, please review our article on the Import / Export tool.
Custom Enter/Exit delinquency balances
To set custom balance thresholds for entering or exiting delinquency, click Settings from the left navigation menu.
From the top navigation bar, click Software Settings.
From underneath the Delinquency tab, click Settings.
From there, you will be able to edit Custom Enter and Custom Exit balances for each facility. Once done editing, click Save on the section you made edits to. To note, there is a different Save for Enter and Exit, so please ensure you click the correct one.
Still stuck? Here are some of our most commonly asked questions:
When I make an edit to a schedule, what happens to currently delinquent tenants? And how are tenants that aren’t delinquent yet affected?
When a schedule is edited, it creates a new version of the schedule for tenants that are not yet delinquent. Currently delinquent tenants will remain on the version of the schedule they entered when they became delinquent, so edits made after they entered delinquency will not apply to them.
Tenants who are not currently delinquent are not affected immediately, but should they become delinquent after the edits are made, will be placed on the most up-to-date delinquency schedule.
What schedule are currently delinquent tenants using, if not the new schedule?
Currently delinquent tenants will remain on the delinquency schedule they were assigned to when they entered delinquency. You can see which version of a schedule a tenant is using from the individual tenant Delinquency tab.
How can I make currently delinquent tenants use the new schedule?
This is not possible…yet, but we’re hoping to release Transfer to New Schedule later this year. Stay tuned!
Does any edit to a delinquency schedule create a new version?
Adding a new facility to a schedule or changing the schedule name will not create a new version of the schedule. Those changes will apply to currently delinquent tenants and those yet to become delinquent.
Editing fees will also not create a new schedule. These fees will apply to anyone who has not reached this stage in their delinquency, whether they entered this delinquency schedule before or after this edit was made. For example, let’s say a schedule has a $25 fee on day 5, and I edit the day 5 fee to be $30. Tenants currently in delinquency who have passed day 5 paid the original $25 fee, and will not be affected by this change. Tenants who are currently in delinquency and have not reached day 5 will pay the new fee amount of $30.
Any other edits like changing steps within the schedule, adding fees, or adding new stages will create a new version of the schedule. These edits will not be applied to tenants who are currently on this schedule prior to edits. They will apply to tenants who become delinquent after this schedule change is made.
Does every single edit create a new version, or are edits batched when making several changes at once?
Schedules are created once a day. This means that, if you make multiple edits in one day, all of these edits will be compiled into the new schedule. If you make edits the following day, these edits will create a new schedule version including only the edits you’ve made on that day.
When an edit is made, how soon does it take effect?
As soon as the page reloads, the edit will take effect. However, this only applies to tenants/units that enter delinquency after the edit.
Tenant delinquencies are processed overnight, meaning anyone entering delinquency will fall into the most recent delinquency schedule by the next business day.
Will edits made to schedules impact communication sent to tenants?
Edits made to existing schedules will not impact the communications sent to tenants.
Are letters in Corporate Delinquency per delinquency schedule or per facility?
Letters are set per delinquency schedule.
Do I need to set up a new delinquency schedule before I import new tenants?
Yes, the new delinquency schedule should be created before you import tenants, to ensure they’re on the correct schedule as soon as they’re imported.
When cloning an existing facility, what delinquency schedule should it be added to?
If you are cloning an existing facility, the new (cloned) facility should be added to the same schedule as the original facility it was cloned from.
If you have any questions, please feel free to reach out to our support team at firstname.lastname@example.org.