Report: Overlocks

In this article, we'll go over how the overlocks report works. Before we start, please configure the days these overlocks should be put ON.

1. To find that setting, please navigate here:
   • Configuration > Client Management > Site Setup (tab) > Click Edit on your site > General Setup (tab) > Overlocks to Put on X Days after Paid to Date
     
     Update the value as needed, but in my scenario, the value is set to 10.
2. To find the report, please navigate here:
   • Reports > Overlocks

If the image is too small, right-click on it > open image in new tab

Please note the following functions.

• The report defaults to the following date range: "This Month."
• If you plan to use this report daily, please adjust the date range to TODAY whenever visiting this report.
• In Report Tools, you'll see a radio button: "Overlocks to Put On"
  • IMPORTANT: When you switch the radio button left or right, click "Load Report" after every toggle
• If to the left, it indicates to remove lock
• If to the right, it indicates to add lock

So, suppose the following scenario and settings:

• Settings: Overlocks to Put on 10 Days after Paid to Date
• 4 Units with a PTD on 01/01/2023.
• Today is 01/10/2023.

1. If the tenants still have a balance on 01/11/2023, they will appear in the Overlocks report for the 11th when:
   Overlocks to Put On is set to the RIGHT, which indicates to ADD
2. If the tenants decide to pay that same day on the 11th, they will appear in the Overlocks report for the 11th when:
   Overlocks to Put On is set to the LEFT, which indicates to REMOVE

Tenants will not appear multiple times for different days of this report for a given month. The only way this can happen is if void/reversals are involved.

If you have any further questions or concerns, please don't hesitate to email us at [e-mail].