Utility Expense Details

Use this procedure to enter a customer’s utility expense information.

Process Steps:

1. The Utility Expense – Details page displays.
2. In the Client Information section:
   • Select the customer’s name from the dropdown menu (required).

3. In the Utility Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the End Date.
  • Enter the Reported On date (required).
  • Enter the Date Change Occurred (required).
  • Enter the Verification Received On date (required).

4. In the Utility Information section:

• • Select a Utility Type (required).
  • Select a Verification (required).
  • Enter an Amount (required).
  • Select Yes or No from the Does someone else help pay these bills? dropdown menu (required).

5. Click Save + Add Utility Expense to save the resource record.
   • Repeat steps 1 through 5 to add additional resources.

6. Click Save + Continue.

Results of the Procedure:

The utility expense information has been recorded.

Updated: 05/15/2015