Esite Fundamentals - Basic
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It is important to review your cash batch to look for errors and/or misapplied payments before approving the batch.
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True
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False
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.jpg "Esite Fundamentals - Basic - Quiz")
The 'eSite Fundamentals - Basic' quiz assesses understanding of tenant account management, including billing, payments, and balance calculations. It's essential for learners in property management and accounting roles, enhancing their ability to manage financial transactions effectively.
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- 2.
Any and all billing adjustments should be entered through ____________ in eSite.
Explanation
An adjustment to a bill should ALWAYS be done under BillingsRate this question:
- 3.
Anything related to a payment should be entered through ___________ in eSite.
Explanation
Anything related to a payment should be entered through Pay & Adjust. It may be helpful to remember the difference between a billing and a payment is that a payment involves cash received whereas a billing does not.Rate this question:
- 4.
When rate change notices are received for past months it's OK to overwrite lines on the recurring charge screen.
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True
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False
Correct Answer
A. FalseExplanation
It is never OK to overwrite lines on the recurring charge screen. An Ends date needs to be added for the old rate and a new line should be added for the new rate.Rate this question:
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- 5.
Which of the following are reasons why an account might have a credit balance?
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An overpayment
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A billing error
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Payment timing (i.e payment was received before the 1st of the month billing)
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All of the above
Correct Answer
A. All of the aboveExplanation
All of the above items could be a reason why an account has a credit balance.
1. When a payment is received for an amount that is greater than what we billed it will result in a credit balance.
2. When a rate change notice is not entered/billed but payment for the new rate is received it will create a credit balance. This happens often with SHA rate changes.
3. If a payment is received on an account before the account has been billed the payment will create a credit balance.Rate this question:
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- 6.
What step is required before changing the recurring charges on a resident to a new rent amount?
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Go to Leasing then Recurring Charges, add an end date to the previous rent amount which is the date before the new rental rate is effective
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Change the quoted rent amount to reflect the new rent amount in Leasing then Recurring Charges
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Change the Stop Billing Date in Leasing then Recurring Charges
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Change the amount on their Lease Agreement
Correct Answer
A. Go to Leasing then Recurring Charges, add an end date to the previous rent amount which is the date before the new rental rate is effectiveExplanation
Changes to a resident's rent amount are always made in Leasing, Recurring Charges by ending the previous rent amount at the end of the month and entering the new rent amount for the 1st date of the next month. You should always have backup in the resident file to support the change.Rate this question:
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- 7.
As of 10/15 a tenant has a past due balance of $100. On 10/30 the tenant pays $50. On 11/1 the tenant is billed $950 for November rent. What is the tenant's ending balance as of 11/1?
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$1050
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$950
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$800
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$1000
Correct Answer
A. $1000Explanation
$100 balance - $50 payment = $50 balance + $950 billing = $1000 ending balanceRate this question:
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- 8.
Which step has to be completed on all accounts to consider a tenant fully moved out and the tenant's account "closed?" Tip - there may be more than one that could apply but one answer applies to EVERY move-out.
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Process refund and forfeit of security/other deposits
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Process billing adjustment
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Process payment
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None of the above
Correct Answer
A. Process refund and forfeit of security/other depositsExplanation
Since we collect deposits from all tenants, an account is not fully closed until the refund and forfeit has been entered onto the account.Rate this question:
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- 9.
On the 1st of the month a resident is billed for that month's rent. What effect does this have on the resident's total account balance?
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This has no effect on the total account balance
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The total account balance increases
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The total account balance decreases
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None of the above
Correct Answer
A. The total account balance increasesExplanation
The regular monthly billings will always increase the total account balance.Rate this question:
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- 10.
A payment has been received on an account but was later returned as NSF. What effect does this have on the resident's total account balance?
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The NSF check decreases the total account balance
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The NSF check increases the total account balance
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The NSF check has no effect on the total account balance
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None of the above
Correct Answer
A. The NSF check increases the total account balanceExplanation
When a check is returned as NSF it is reversed from the resident's account leaving the account as if no payment was ever received. The payment reversal will increase the total account balance.Rate this question:
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- 11.
What type of charges may be applicable at move-out?
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Prorated rent based on move-out date
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Damage/Other move-out related charges
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Refund and/or forfeit of security deposit
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All of the above
Correct Answer
A. All of the aboveExplanation
All of these may be charges that are needed at move-outRate this question:
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- 12.
ESite will allow you to enter a new application on a unit of a resident that you are trying to evict.
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True
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False
Correct Answer
A. FalseExplanation
No, you can only enter new applications for units that are already vacant or on notice to vacate.Rate this question:
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- 13.
It is OK to apply open HUD/SHA credits to Rent amounts due.
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True
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False
Correct Answer
A. FalseExplanation
It is NEVER OK to apply HUD/SHA payment to Rent amounts dueRate this question:
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- 14.
You discover a misapplied payment on a resident account. You discover the rent for #211 was applied to #311 in error. How do you correct the mistake?
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Reverse the payment from the Adjustment Batch and re-apply the payment.
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Call Accounting for Assistance.
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Go to View & Edit of the Cash Batch and reverse all payments.
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Go to the Cash Batch, View & Edit and reverse the payment from the incorrect account. Go to Pay & Adjust to re-enter to payment to the correct account.
Correct Answer
A. Go to the Cash Batch, View & Edit and reverse the payment from the incorrect account. Go to Pay & Adjust to re-enter to payment to the correct account.Explanation
If the batch is already approved, go to View & Edit of the associated Cash Batch and hit reverse. Re-enter the payment in Pay & Adjust as usual to create a Zero Cash Batch. This correction also will require a Cash Batch Correction Form to accompany the Zero Cash Batch.Rate this question:
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- 15.
You received a payment for $750 and find the following pay & adjust screen when you go to post the payment. What does the pay & adjust screen indicate might be a problem on this account?
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Nothing stands out - there's no problem
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There may be a possible double billing
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The tenant has past due balances
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Both B and C
Correct Answer
A. There may be a possible double billingExplanation
There are two lines showing under the same income code, same due date and same amount. This indicates that there may be a double billing on the account.Rate this question:
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- 16.
Today is 10/15 and you receive a SHA notice that a tenant's Rent is increasing from $250 to $275 effective 11/1. Which of the following Recurring Charge screen is the one with the correct setup?
Correct Answer
A.Explanation
Option #2 is the correct setup
#1 is missing the Ends date on the old rate
#3 is missing the Next Due date so the account would not have billed in November
#4 the Pro-In date is wrongRate this question:
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- 17.
On the transaction inquiry screen what shows up under the Charge column?
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Payments and Payment Adjustments
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Billings and Billing Adjustments
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Billings less Payments
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None of the above
Correct Answer
A. Billings and Billing AdjustmentsExplanation
The charge column will always show billings and billing adjustments. Unless it is a negative billing adjustment this amount should always be a positive amount because a billing will add to the total account balance.Rate this question:
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- 18.
Suzie Q. of unit #310 has presented you with a check for two months of rent payments. Where do you record this activity in eSite?
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Ledger then go to Pay & Adjust
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Ledger then go to Billings
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Ledger then go to Bulk Pay/Bill
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Ledger then go to Cash Batches
Correct Answer
A. Ledger then go to Pay & AdjustExplanation
Rent payments are recorded in by going to Ledger then Pay & Adjust.Rate this question:
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- 19.
What is the purpose of reviewing the Lost Rent report?
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To make sure vacancy loss is only showing for units that are vacant
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To make sure that new move-ins or move-outs have been billed for prorates
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To make sure tenant's don't have past due amounts
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Both A and B
Correct Answer
A. Both A and BExplanation
The Lost Rent report is used as a way to verify that all accounts have been billed correctly. The Report looks at what the Recurring Charge screen says should be billed and compares it to what was actually billed. The report will show any accounts which were billed an amount different than what shows on the Recurring Charge screen.Rate this question:
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- 20.
A tenant receives a notice of past due rent and comes to your office stating that the check they submitted for rent was not applied to their account but has cleared their bank account. Where is the best place to go in eSite to see if the missing check was applied to the wrong tenant’s account?
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Review transaction inquiry screen of the tenant in your office
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Review the pay & adjust screen for all tenants
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Go to Inquiry - Check Number Inquiry and enter check number
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Review cash batches from the time the check was submitted
Correct Answer
A. Go to Inquiry - Check Number Inquiry and enter check numberExplanation
If check numbers are entered exactly as they appear on the physical check when posting payments you will be able to find which account the payment was applied to by using the Check Number Inquiry feature in eSite.Rate this question:
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- 21.
What limitation does the balance shown on the transaction inquiry screen have?
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It combines SHA/HUD and Rent balances into one balance
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None - it reflects the true account balance
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It doesn't give you a clear picture of who owes what
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Both A and C
Correct Answer
A. Both A and CExplanation
The balance shown on the transaction inquiry screen will combine all balances regardless if they are tenant or subsidy owed into one balance. There can even be times when an account balance is zero but the pay & adjust screen shows an amount due under Rent and a credit for the same amount under SHA. The delinquency report is the best place to check to see who owes what.Rate this question:
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- 22.
What charges should be added at move-in on all accounts?
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A billing for security and/or other deposits
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A billing for the first full month of rent
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A billing for prorated rent based on move-in date
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Both A and B
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Both A and C
Correct Answer
A. Both A and CExplanation
All accounts should be billed for any required deposits as well as a prorated rent based on move-in date.Rate this question:
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- 23.
Due to an error on the recurring charge screen an account was double billed. Which eSite feature would you use to correct the double billing?
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Pay & Adjust
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Billings
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View/Edit & Reverse
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Either B or C
Correct Answer
A. Either B or CExplanation
Since this is a billing error you would use Billings or View/Edit & Reverse to correct the situation.Rate this question:
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- 24.
When should the Charge/Adj column on the Pay & Adjust screen be used? The last column on the income code line on the far right as shown below.
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When entering billing adjustments
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When entering payments
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When reversing payments
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Never
Correct Answer
A. NeverExplanation
This column should NEVER be used. You always want to use the Payment column.Rate this question:
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- 25.
Continuation of last question. Where would you go to confirm your suspicion about this account?
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Transaction Inquiry
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Tenant File
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Recurring Charge Screen
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Resident History Report
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All of the above
Correct Answer
A. All of the aboveExplanation
All of the above are places you could go to verify a double billing.Rate this question:
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- 26.
Where do you go to get instructions or directions to perform common eSite functions?
Correct Answer
eSite Tips & ToolsExplanation
eSite Tips & Tools contain detailed instructions that include screenshots for eSite functions.Rate this question:
- 27.
A payment was received from SHA but it was misapplied as Rent. Which eSite feature would you use to correct the payment posting?
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Pay & Adjust
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Billings
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View/Edit & Reverse then Pay & Adjust to re-post under correct income code
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Either A or C
Correct Answer
A. Either A or CExplanation
Anytime you making an adjustment to a payment it must be done through Pay & Adjust or View/Edit and Reverse and then Pay & Adjust to re-post to the correct income code.Rate this question:
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- 28.
The formula for calculating account balances is Billings + Payments = Balance.
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True
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False
Correct Answer
A. FalseExplanation
The correct formula is Billings - Payments = BalanceRate this question:
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- 29.
When reviewing 3-day notices make sure outstanding amounts due are on the notice.
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True
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False
Correct Answer
A. FalseExplanation
Only past due rent should be included on a 3-day notice.Rate this question:
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- 30.
Delinquency Reports should be reviewed at least once a month.
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True
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False
Correct Answer
A. FalseExplanation
Delinquency Reports should be reviewed weekly until all outstanding balances are paid in full. Delinquency Reports and explanations are due to your PM by the 10th of the month and each week after until all issues have been resolved.Rate this question:
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.jpg "When should the Charge/Adj column on the Pay & Adjust screen be used? The last column on the income code line on the far right as shown below.")
.jpg "Continuation of last question.
Where would you go to confirm your suspicion about this account?")
Quiz Review Timeline (Updated): Mar 15, 2023 +
Our quizzes are rigorously reviewed, monitored and continuously updated by our expert board to maintain accuracy, relevance, and timeliness.
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Current Version
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Mar 15, 2023Quiz Edited by
ProProfs Editorial Team -
Feb 05, 2014Quiz Created by
Ywatkins
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