1. From the Global Menu Ribbon, click Accounting > Delinquency > Run Delinquency Process. 

2. From the Client Selection window, check the boxes for the clients you want to run the Delinquency Process for. All clients in Caliber are listed here. Clients that do not have a Delinquency Process configured appear crossed-out in the list. 

3. Check the boxes for all stages you want to include in this delinquency run. We recommend including all stages belonging to the process you select.

4. If your interest process applies to the same Posting Codes as delinquency, check the box for Run Interest Process for Delinquent Accounts (this feature must be enabled by management).  

5. We recommend keeping the Run Auto-Application of Payments Process Prior to Delinquency Processing box checked to apply any payments that may have come in overnight.

6. Click Run Process to continue. 

Choose Delinquency Dates

In the Delinquency window, use the four calendars to select your processing dates.

7. Select a date for Delinquent as of Date. This is the date, usually after a grace period, that the homeowner’s charges officially become delinquent.
8. Select the same date as above for the Posting Date for applicable fees. This the same date as the Delinquent as of Date. It is important that these days are the same so that your delinquency letters include the fees being assessed.
9. Select a start date for Beginning Statement Date. This date determines how much of their transaction history is displayed on their statement.

   • Alternatively, select "Start Date from Last Zero Balance".  This will generate a statement with all transaction history since the account's last zero (or negative) balance.

10. Select an end date for Due Date for late Statements or check the box for Mark Statements Due Upon Receipt.
11. Select a Sort List By option from the dropdown.
12. Check the box(es) for the ledger you want to run the Delinquency Process against. While this is usually the Primary Ledger, some states are required by law to post certain charges on other ledgers.
13. Check the box for Include Prior Owners if you continue to track prior owner charges.
14. Click Select to continue.
15. Click OK to confirm that the report window will open when the background process is complete. You must click OK before the process will complete. 

Preview Report

From the Delinquencies window, you can preview which delinquencies are going to be posted, deselect any homeowners or actions, or cancel the process completely without posting. If something appears incorrect or changes need to be made to an account, simply click Cancel.

Each record in this report represents homeowners that will be affected by this delinquency run, which actions will be taken, and transaction information. 

Click the Binoculars icon () to view each delinquency charge belonging to the homeowner. From the Select Delinquency to View window, you can select a charge and further edit that delinquency’s information. 

 16. If necessary, uncheck any homeowner or delinquency action to exclude it from this delinquency run.

17. We recommend that you click Print or PDF to print or save this report. This report cannot be retrieved after posting.

18. Click Post Delinquencies to continue. 

❖ When you click Post Delinquencies, the following events occur in this order:

1. Fees are assessed to homeowner accounts.
2. Statements are generated.
3. Letters are generated.

Statements and Letters

Once the delinquencies have been posted, statements and letters will open for you to review, save, and/or print.

19. If Send Statement indicated YES for any homeowner on the Preview Report, these statements will automatically open in PDF format for you to review.
    • The statement will display account history from the Beginning Statement date selected in step 9.  
    • The statement will display either the Due Date for late Statements or display ‘Due Date Upon Receipt’ if you checked the Mark Statements Due Upon Receipt box in step 10.
    • Print or save these statements to your computer. If you do not print or save from this step, you can only retrieve these statements from each homeowner’s account.
      
20. If Send Letter indicated YES for any homeowner on the Preview Report, the Print Options window will appear. Click to save the letters as either PDF Documents or Word Documents. 

CAUTION: Any letters you edit in Word DO NOT AUTOMATICALLY SAVE to the homeowner’s account. You are responsible for manually attaching the edited letter to the homeowner’s account. 

21. Click Browse () to specify where to save the letters.

22. Click Continue.

23. Click Yes or No when asked to view the letters.

24. Click Yes on the process confirmation message to view the summary report. 

Send Letter / Delinquency Post Report

The Report Viewer window opens with the Send Letter Report and Delinquency Post Report. 

25. Review the Send Letter Report. This report displays all letter recipients (mail and email) and lists any letters that may have failed to send.
26. Click the Delinquency Post Report tab to view a summary of what actions took place in this delinquency run.
27. We recommend that you click Export to PDF or Export to Excel to save these reports. These reports cannot be retrieved after closing.
28. Click Close when complete. This is the final step in running the Delinquency Process.

Flags on Accounts

There are several indicators in Caliber that display a homeowner’s delinquent status. 

• On the Accounting Summary toolbox, the Status column displays the most advanced stage of delinquency that the homeowner is currently in.