When you change rent or housing benefit on a fixed term agreement you are in effect just changing charges on the tenants rent or housing schedule. Go into the tenancy module and double click on the tenants record then select
activity / schedule. The current schedule will appear. If it is a mixture of rent and housing benefit then change the date option, top left , to Group. The schedule items will be displayed in housing and rent order.
The simple way to amend a schedule it to double click on any schedule item, and then just change the amount.
Then save the change. This could be time consuming but it is accurate.
The second quick method is to click on the option to re-create the schedule. You will see a prompt – Do you want to clear down the existing schedule. Click Yes and the old schedule will be wiped out. The charging schedule form will appear. Set the tenancy to – New Tenancy by clicking on the option on the top of the rent form. Enter the new rent figure on the rent form. If housing benefit applies click on the housing benefit tab and enter the new figure for the housing amount. Click on the create button and the new schedule will be displayed. Now all you need to do is to delete from the schedule, any new transactions that were originally posted into Sage at the old rate.
The disadvantage of the second method above is that it deletes any old transactions from the schedule, that had been posted into Sage and were displayed in pale grey.
The third method is to click on the option to re-create the schedule. You will see a prompt – Do you want to clear down the existing schedule. Click No. The charging schedule form will appear. Set the tenancy to – New Tenancy by clicking on the option on the top of the rent form. Enter the new rent figure on the rent form. If housing benefit applies click on the housing benefit tab and enter the new figure for the housing amount. Click on the create button and the new schedule will be displayed. This will now be mixed up with the old schedule and look a bit of a mess.
Below Activity you will see the word Date. Change the option to Group and the schedule will display the benefit transactions followed by the rent transactions. Now all you need to do is to delete any old un-posted transactions that will be displayed in black. You will end up with a schedule showing new transactions in black and old posted transactions in pale grey.