MF Importing Income Limits
Multifamily
Import Income Limits Instructions A White Paper for Multifamily User
Introduction How can HUD Income Limits be entered quickly and error free?
An easy way to update income limits without manual entry
The Multifamily Compliance System includes the ability to download and import a file, from the Emphasys website, containing Section 8 and MTSP Income Limits published annually by HUD. The purpose of this document is to walk the user through the steps needed to import these limits and therefore eliminating the tedious and time-consuming process of entering this data into the MF Compliance System every year.
Before You Begin Setup > Municipal > Counties Before you can import the Income Limits file, you must first go through each of the Counties in the MF Compliance System and keyin the corresponding HUD County Code. This is only a one-time setup necessary in order to make sure the Limits are mapped correctly at the time of import.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
2
The Income Limits Screen Setup > Limits > Income Limits From the main page of the Income Limits maintenance screen, click the “Upload Income Limits” button at the top right hand side of the page. You will be taken to an “Upload” page:
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
3
myEmphasys website Download Income Limits file from the myEmphasys Software website. If you have not done so, please download the Income Limits file from the http://hfa.myemphasys.com/ site. You can do so by clicking the “Download Income Limits file from Emphasys website” button. Once you arrive at the Emphasys site, please enter the Username and Password currently used by your housing agency to download software releases and release notes. Proceed to the “Software Releases” and corresponding product suite section where the file will be listed.
Import Income Limits file in MF After downloading/saving the Income Limits file to a network drive of your choice, you will then be ready to import the file into the MF Compliance System. To do so, simply click the “Browse” button on the “Upload Income Limits” screen below, select the file from the location where it resides and proceed to click OK button to import the data.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
4
myEmphasys website
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
5
Verify Imported Data After you click the OK button to import the Section 8 and MTSP income limits in MF, the system will present a “Processing … Please Wait” screen. Allow the process to complete.
Once the process concludes, the new Effective Date should show under every county in the system.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
6
Verify Imported Data
Possible messages you may encounter during the import process:
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
7
Verify Imported Data (continued)
If you or another MF user has already uploaded the Income Limits for the same Effective Date, the system will prompt you for a response to overwrite the existing Limits with the ones in the being uploaded.
Verifying the imported data (optional): You can verify the Income Limits that have been imported by running an Income Limits listing.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
8
Import Income Limits Instructions A White Paper for Multifamily User
Introduction How can HUD Income Limits be entered quickly and error free?
An easy way to update income limits without manual entry
The Multifamily Compliance System includes the ability to download and import a file, from the Emphasys website, containing Section 8 and MTSP Income Limits published annually by HUD. The purpose of this document is to walk the user through the steps needed to import these limits and therefore eliminating the tedious and time-consuming process of entering this data into the MF Compliance System every year.
Before You Begin Setup > Municipal > Counties Before you can import the Income Limits file, you must first go through each of the Counties in the MF Compliance System and keyin the corresponding HUD County Code. This is only a one-time setup necessary in order to make sure the Limits are mapped correctly at the time of import.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
2
The Income Limits Screen Setup > Limits > Income Limits From the main page of the Income Limits maintenance screen, click the “Upload Income Limits” button at the top right hand side of the page. You will be taken to an “Upload” page:
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
3
myEmphasys website Download Income Limits file from the myEmphasys Software website. If you have not done so, please download the Income Limits file from the http://hfa.myemphasys.com/ site. You can do so by clicking the “Download Income Limits file from Emphasys website” button. Once you arrive at the Emphasys site, please enter the Username and Password currently used by your housing agency to download software releases and release notes. Proceed to the “Software Releases” and corresponding product suite section where the file will be listed.
Import Income Limits file in MF After downloading/saving the Income Limits file to a network drive of your choice, you will then be ready to import the file into the MF Compliance System. To do so, simply click the “Browse” button on the “Upload Income Limits” screen below, select the file from the location where it resides and proceed to click OK button to import the data.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
4
myEmphasys website
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
5
Verify Imported Data After you click the OK button to import the Section 8 and MTSP income limits in MF, the system will present a “Processing … Please Wait” screen. Allow the process to complete.
Once the process concludes, the new Effective Date should show under every county in the system.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
6
Verify Imported Data
Possible messages you may encounter during the import process:
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
7
Verify Imported Data (continued)
If you or another MF user has already uploaded the Income Limits for the same Effective Date, the system will prompt you for a response to overwrite the existing Limits with the ones in the being uploaded.
Verifying the imported data (optional): You can verify the Income Limits that have been imported by running an Income Limits listing.
© 2014 by Emphasys Software. All rights reserved.
www.Emphasys-Software.com
Import Income Limits Instructions
8
