Due Dates
Point of Contact
Invoices
Waiting List
Right Source
100

What date are late letters given to residents?

The 2nd day of the month

100

Who do you send a Lease Termination request too?

Regional Manager 

100

What expense type does carpet cleaning fall under?

Subcontractor 

100

The _________ and ________ are the only entries you cannot edit on the Waiting List. 

date and time

100

When can a M/I file be uploaded to Right Source?

Once a notice has been put in Yardi

200

What date are late fee charged?

Tax Credit-6th

RD-11th

200

Who do you contact if you are having computer, printer, or camera issues? 

CBE

200

How to Research if an Invoice is Paid?

Yardi Dashboard 

Accounts Payable 

Payables 

Review Vendor

200

True or False

You do not need to enter any comments in the Comment field at the top of the prospect's Waiting List screen.

False

You MUST enter the batch number from Yardi CheckScan where you deposited the prospect's application fee.  

200

What does it mean when your recert or M/I has been approved but it still in approved status?

It has a finding on the Tic. 

300

When are EOM & FOM reports due?

The 5th of every month

300

What are three ways to verify income or assets?

Fax, mail, or email.

300

What goes in the first note field when processing an invoice?

Account #(only the numbers), if no account # list month of service. Ex. January, 2023.

300
True or False 


Applications can be accepted without the application fee.

False

300

What do you do once your file is in complete status?

Sent to minc

File documents in order of file checklist 

400

When are your weekly reports due?

Every Thursday by 5pm

400

Procedures for overriding background reports through Veriscreen. 

Review background email RM with the reason why it should be overridden. 
400

The petty cash is dated 01/26/2023 and the property number is #028. What is the invoice number?

012623 PC 028

400

How often do you do waiting list reviews?

Every 120days

400

Once your file is in approved status, what forms do you upload next?

Lease and TIC

500

What is a manager's spending limit per transaction?

$300

500

Who does vendor request form go to?

A/P Manager 

500

Are you allowed to write on an invoice before processing?

You can always write any pertinent notes on the actual invoice before you scan it. It is helpful for your DM or AP

500

What order are applicants listed on the waiting?

Internal unit transfer 

Applicants by disabled-only if disabled accessible 

Unit applicants by income level, very low, low, moderate

Then applicants by date

500

True or False 

Once files are completed in the right source. You should also email your compliance if there was a tenant memo for the previous recert. 

True 

Move-in tenant memos must be corrected but AR file memos are removed once a new AR is approved and completed.