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Setup Questions Property General Tab - Standard Setup

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Print this topic—one set of questions for each property you want to add. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each property.

Questions for General Tab

Property ID

What ID do I want to use for this property?

Enter an ID: _____________________________________

Name

What name do I want to use for this property?

Enter a name: ___________________________________

Type

What type is this property?

Circle a type: (Not set), Property, Management Company.

Units

How many units are at this property?

Enter a number: _________________________________

Sq. Feet

What is the square footage for the property?

Enter a number: _________________________________

Sales Tax %

What is the sales tax percentage of the municipality in which the property is located?

Enter a percentage: ______________________________

Default Entity

What entity do I want to use as the default entity for this property?

Enter an ID: _____________________________________

Next PO

What do I want the next purchase order number to be for this property?

Enter the number: ________________________________

Next Rec. PO

What do I want the next recurring purchase order number to be for this property?

Enter the number: ________________________________

Purchase order numbers must be unique for properties; that is, no two properties can have the same recurring purchase order number.

Next Subcontract

What do I want the next subcontract number to be for this property?

Enter the number: ________________________________

Subcontract numbers must be unique for properties; that is, no two properties can have the same recurring subcontract number.

Allow Balance Forward Entry

Do I want to allow balance forward entry?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

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Introduction

Setup Plan Introduction

Setup Sequence