This item shows paid/delinquent analysis graph for the current period. This snap-in shows any transaction with a Date of Record that falls within the date range selected.

Adding a payment or billing causes the graph to adjust.

Fields include Property ID, Property Name, Billed (amount), Paid (amount), and a Graph icon.

TO USE THE SNAP-IN

View the information in the snap-in.

If Selected Properties is checked, charted data is for all selected properties.

If Use Selected Properties is unchecked, then the Current Property data is used.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link, select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Select the date range shown in the snap in.

At From date, enter a starting date or use the electronic calendar to select a date.

At Through date, enter an ending date or use the electronic calendar to select a date.

View a graph.

Click a graph icon to save your entries and then a graph appears. The graph shows Billed and Paid for a property by Code.

Click the X in the upper right corner to close the graph.

This snap-in is available for all property types.

This item shows information about insurance certificates for commercial properties.

Building

Unit

Tenant name

Expiration date of insurance certificate

Insurance Certificate icon

Lease Changes icon

TO USE THE SNAP-IN:

Select the Insurance Certificate icon  to display the Lease Changes: Insurance Certificates tab.

Select the Lease Changes icon  to display the Lease Changes Task Selection tab.

If the property type is not commercial, "Current Property is not Commercial" will display.

This snap-in is available for commercial properties only.

This item shows for the property rent increases allowed for suites based on changes in the published CPI value. Information in the snap-in includes:

Building number

Suite number

Tenant  name

Anniversary date

Last Calculated date

Frequency of scheduled increase

CPI Group  - The Group Code  set up for the property.

CPI Table - The CPI Table set up for the property.

CPI icon - Click to open the CPI Increases grid.

REQUIRED SETUP

CPI Group Codes must be set up (Setup – Rebillings – CPI – CPI Group Codes).

CPI Tables must be set up (Setup – Rebillings – CPI – CPI Tables).

EFFECT OF POLICIES

The policy, Use CPI Increases, must be turned on to use this snap-in (Setup – Policies – Global Policies – Inter Property, Addl.)

If the policy is not turned on, "Global Policy 'Use CPI Increases' is not turned on" displays.

If the property type is not Commercial, "Current Property is not Commercial" displays.

TO USE THE SNAP-IN

View the information in the snap-in.

Click the icon in the CPI columnto open the CPI Increases grid to edit setup and detail of the CPI increase.

This snap-in is available for commercial property types.

This item shows last date on which the following processes ran for the current property:

Last Begin of Day
Last End of Day
Last Accounting Month End
Current Accounting Period

The data displayed matches the Setup—Property—Properties form.

TO USE THE SNAP-IN

View the information in the snap-in.

This snap-in is available for all property types.

NOTE that this message appears in the snap-in when the property is currently processing month end: "Month end processing is in progress."

This item shows information about delinquencies, specifically:

Property ID

Prepaid total (from Aged Prepaid Summary Recap: Total Due)

Delinquent total (from Aged Prepaid Summary Recap: Total Due)

Net total (from Delinquent total – Prepaid total)

Graph icon

Selected Properties check box / link

TO USE THE SNAP-IN

View the information in the snap-in.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Select the Graph icon to display three pie charts:

Delinquency by Income Code

Prepaid by Income Code

Net by Income Code

Pie charts are shown by income code; totals are shown in text and also by hovering your cursor over each sector. This data reflects amounts on the Delinquency and Delinquency Detail reports.

This snap-in is available for Residential and Commercial property types.

This snap-in shows a deposits graph for the current period.

The snap-in breaks out the numbers based on Non-security, Security, and Miscellaneous Income. The graph updates based on your selections

TO USE THE SNAP-IN

View the information in the snap-in.

If Selected Properties is checked, charted data is for all selected properties.

If Use Selected Properties is unchecked, then the Current Property data is used.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Select the date range shown in the snap in.

At From date, enter a starting date or use the electronic calendar to select a date.

At Through date, enter an ending date or use the electronic calendar to select a date.

NOTE that for a new session, the From date defaults to the first of the login month and the Through date is the current login date.

This snap-in is available for all property types.

This snap-in shows a graph for expected transfers.

The frequency defaults to Daily and the From date defaults to the login date.

The Thru date is calculated based on From date and the frequency. This date cannot be edited. The graph updates based on your selections.

TO USE THE SNAP-IN

View the information in the snap-in.

If Use Selected Properties is unchecked, then the Current Property data is used.

If Selected Properties is checked, charted data is for all selected properties.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Show move-ins/move-outs by Daily, Weekly, or Quarterly.

Click the drop-down arrow and select an option.

Daily (default) – Shows 14 days.

Weekly – Shows 8 weeks.

Monthly– Shows 6 months.

Quarterly – Shows 4 quarters.

Change the dates shown in the snap in.

At From date, enter a starting date or use the electronic calendar to select a date.

NOTE that the through date is calculated  based on From date and frequency (daily, weekly, etc.), and cannot be changed.

This snap-in is available for Residential property types only.

This item provides information pulled from Guest Cards. It shows the follow-ups pending for the current date. You can select the Future Follow-Ups option to display follow-ups scheduled with a date in the future. The snap-in provides this information:

Name

Last Action (e.g., visited, phoned, internet)

Follow-up date

Needed date

Type of unit

Agent name

Requirements (e.g., 2 BR, 1st Floor, fan)

Qualified (Yes/No)

Follow-Ups icon

Comments icon

Future Follow-Ups check box

TO USE THE SNAP-IN:

Click the Follow-ups icon to open the Guest Card Maintenance tabs and view or edit information for a Guest Card.

Click the Comments icon to open the Guest Card Comments pop-up form that shows Guest Name, Comment Date, Comment, and Initiated By. Only if there are comments for a Guest Card will the icon show a check mark.

This snap-in is available for all Residential property types only.

This item shows comments that were added using the Global Comment Tab. Changing the current property does not cause contents of the eSite Global Comment snap-in to update, as this comment is specific to the selected eSite database set, not the property.

 

TO USE THE SNAP-IN

View the global comments.

To change or delete the comments, use the Global Comment Tab.

This snap-in is available for Residential and Commercial properties.

This item shows, by agency, totals for units that are currently not covered by renters insurance. Pick the agency to view information for from the Insurance Agency drop-down list.

For the selected agency:

Current Uncovered Suites - Shows the number of suites that are currently uncovered.

Last 7 Days

Cancelled Policies - The number of cancelled policies in the last 7 days.

Reinstated Policies - The number of reinstated policies in the last 7 days.

Pending

New Policies - The number of new policies pending in the next 30 days.

Cancellations - The number of cancellations pending in the next 30 days.

Expirations within 30 days - The number of expirations pending in the next 30 days.

Insurance Agency - Select an insurance agency to view that agency's insurance activity.

Click to view Insurance website - A link to view the insurance overview page/website.

TO USE THE SNAP-IN:

Select an agency to view information for from the Insurance Agency drop-down list.

View information about the last 7 Days under the Last 7 Days heading.

View information about the next 30 days under the Pending heading.

View the insurance overview page or website - Select the Click to view Insurance website link. If a message appears that there is no content for the selected agency, then the content may be accessed from the Insurance Portal snap-in. Refer below to the Insurance Portal snap-in description for more information.

This item shows a snapshot of renters insurance participation for insurance agencies that are set up for a property. You pick the agency to view from the Insurance Agency drop-down list.

The information shown in the snap-in depends on which insurance agency you select from the drop-down list. Information in the snap-in may include:

Total Units - Total number of units at the property (matches the Property Status report).

Occupied Units - Number of occupied units at the property (matches the Property Status report).

Uncovered Units - Number of units that are uncovered by renters insurance at the property.

Participation % - The percentage for participation in renters insurance at the property [(Occupied Units minus Uncovered Units)] / Occupied Units] * 100.

Other 3rd Party Policies - The number of third party renters insurance policies at the property.

Registry TLC Policies - (First American Renters Insurance only) The number of First American Renters Insurance renters insurance policies at this property.

TO USE THE SNAP-IN:

Click to view Registry TLC Overview page (link) - (First American Renters Insurance only) Click the link to view the First American Renters Insurance insurance overview page/website.

NOTE: Refer to the Insurance Portal Snap-in, below, for information about ePremium.

This item shows content from the insurance company portal for insurance agencies that are set up for the property. The item shows information on three tabs:

Compliance

Statistics

Reporting

TO USE THE SNAP-IN

View information on the tabs.

NOTE: This snap-in is available for ePremium only.

This item shows information about leases on holdover or month-to-month; that is, residents or tenants who will be paying fees on a month-to-month basis, specifically:

Building

Unit

Resident/Tenant name

Lease Expires date

Status of the lease

Lease Renewal icon

Lease Changes icon

TO USE THE SNAP-IN:

Select the Lease Renewal icon  to display the Lease Renewal tab.

Select the Lease Changes icon  to display the Lease Changes Task Selection tab.

This snap-in is available for all property types.

This item shows a percentage for the variance for Leased rent vs. Market rent for each leasing agent. For example, a leasing agent showing 95% in the graph leased at Market rent 95% of the time.

Leased rent is the actual amount charged, including amounts charged to rent income codes and concession income codes.

Market rent is the amount that is charged in the market for a comparable unit.

TO USE THE SNAP-IN

View the information in the snap-in.

If Use Selected Properties is unchecked, then the Current Property data is used.

If Selected Properties is checked, charted data is for all selected properties.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Change the dates shown in the snap in.

At From date, enter a starting date or use the electronic calendar to select a date. The From date defaults to the first through the end of month of the last period from the login date.

At Through date, enter an ending date or use the electronic calendar to select a date.

View the variance percentage for a leasing agent.

Rest the mouse over a bar in the graph. A pop-up appears showing the variance percentage for a leasing agent.

This snap-in is available for all property types.

This item shows a Move-Ins/Move-Outs bar graph for the date range selected. The graph defaults to Daily, and so the default shows 14 days starting from the From Date. The graph updates based on your selections.

Elements on the snap-in:

Select Properties check box

As of (date)
-

Dates are shown on the X axis

Number of Move-Ins / Move-Outs are shown  on the Y axis

Blue bars - Move-Ins

Red bars - Move-outs

-

Use Selected Properties check box

Drop down to selectDaily, Weekly, Monthly, Quarterly

From (date) - To (date)
 

TO USE THE SNAP-IN

View the number of move-ins / move-outs for a date range (by bar)

Hover the mouse over a bar in the graph. A pop-up tool tip appears. The tool tip and the bar together show the number of move-ins/move-outs for the date range. Examples:

Daily - 1/21 2 (tool tip shows 2 move-ins on January 21)

Weekly - 1/21-1 (tool tip shows one move-out on January 21)

Monthly - Jan 21 (blue bar shows two move-ins)

Quarterly - Jan-Mar (red bar shows 6 move-outs)

View the information in the snap-in.

If Use Selected Properties is unchecked, then the Current Property data is used.

If Selected Properties is checked, charted data is for all selected properties.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Show move-ins / move-outs by Daily, Weekly, or Quarterly.

Click the drop-down arrow and select an option.

Daily – Data is charted for fourteen days starting at the From Date.

Weekly – Data is charted eight seven-day weeks starting at the From Date.

Monthly – Data is charted for seven months. The first month starts at the From Date; the others are full calendar months.

Quarterly – Data is charted for four three-month quarters. The first quarter starts at the From Date; the others are full calendar quarters.

Select the date range shown in the snap in.

At From date, enter a starting date or use the electronic calendar to select a date.

At Through date, enter an ending date or use the electronic calendar to select a date.

This snap-in is available for all property types.

The graph defaults to the property’s prior accounting period and works in conjunction with property goals, as set in Property Goal  setup.

Occupancy percentage is shown for selected dates and calculated for each property using this formula:

“Total Occupied” units / number of “Total Units” * 100  = % on graph

Graph colors indicate whether above or below goal.

Bars are green for occupancy equal to or above goal.

Bars are red for occupancy less than goal.

Bars may be yellow when using Selected Properties to indicate that some properties have met the occupancy goal and some have not.

TO USE THE SNAP-IN

View the information in the snap-in.

If Use Selected Properties is unchecked, then the Current Property data is used.

If Selected Properties is checked, charted data is for all selected properties.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

Show occupancy by Daily, Weekly, or Quarterly.

Click the drop-down arrow and select an option.

Daily (default) – Range cannot be greater than 3 months..

Weekly – range cannot be greater than 2 years.

Monthly, Quarterly, Yearly – Any range is acceptable..

Select the date range shown in the snap in.

At From date, enter a starting date or use the electronic calendar to select a date. The From date defaults to the property’s prior accounting period.

At Through date, enter an ending date or use the electronic calendar to select a date. This date defaults to the property’s prior accounting period and cannot be later than the last BOD of the current property or the earliest BOD date, if using selected properties.

View the variance percentage for a property.

Rest the mouse over a bar in the graph. A pop-up appears showing the occupancy percentage for the selected frequency, i.e., Daily, Monthly, etc..

This snap-in is available for all property types.

This item shows information about pending applications for the current date, specifically:

Building

Unit

Name (of resident)

Applied (date)

Status (of application)

TO USE THE SNAP-IN

View information in the snap-in.

This snap-in is available for Residential properties only.

This item shows information about pending arrivals for the current date, specifically:

Building

Unit

Name (of resident)

Arrival Date

Status (of arrival)

TO USE THE SNAP-IN

View information in the snap-in.

This snap-in is available for Manufactured Housing properties only.

This item shows information about pending resales for the current date, specifically:

Building

Unit

Name of resident

Expected Resale

Status of resale

Resale icon

Future Resales check box

TO USE THE SNAP-IN

Select the Resale icon  to open the Resale Activities tab to enter and manage resale activity for residents who lease units from a Manufactured Housing property.

Select the Future Resales check box to display future resales in the item.

This snap-in is available for Manufactured Housing properties only.

This item shows property name and comments that were added using the Property Comment Tab. Changing the current property causes property comments to update to the new property.

 

TO USE THE SNAP-IN

View the property comments.

To change or delete property comments, use the Property Comment Tab.

This snap-in is available for Residential and Commercial properties.

This item shows information about the units that are ready for leasing for the current date, specifically:

Building

Unit

Type (of unit)

Sub Type (of unit)

Square Footage (of unit)

Market Rent (of unit)

Make Ready (date)

Status (of unit)

TO USE THIS SNAP-IN:

View the information in the snap-in.

This snap-in is available for Residential properties only.

This item shows information about scheduled rent increases, specifically:

Building

Unit

Resident/Tenant name

Increase Date

New Monthly Rent

Lease Changes icon

TO USE THE SNAP-IN:

Select the Lease Changes icon  to display the Lease Changes Task Selection tab.

This snap-in is available for all property types.

This item shows information about Activities to be completed for the current property (from Setup—Activities), specifically:

Due Date of the activity

Unit/Guest associated with the activity

Name of Guest

Contact information

Complete icon

TO USE THE SNAP-IN:

Select the Complete  icon  to open the Activity Setup page to allow the user to enter comments. The activity is removed from the snap-in once the Complete option is saved.

This snap-in is available for Residential and Commercial property types.

This item shows information about move-ins for the current date, specifically:

Residential

Building

Unit

Name (of resident/tenant)

Expected Move-in (date)

Status of lease

Approvelink

Move-in icon

Future Move-Ins check box

Commercial

Building

Unit

Name of tenant

Expected Move-In (date)

Status of lease

Move-In icon

For Commercial move-ins:

There is no Expected Move-Out date or Approve link.

The lease date is on or before the login date.

TO USE THE SNAP-IN

Select the Approve link to display the Application Approval Tab (Residential only). If the application has already been approved, however, the Approve link will be disabled.

Select the Move-In icon to display the application/move-in tabs. The Move-In link may not be available depending on the property policy, "Require Lease Before Move-In."

Select the Future Move-Ins check box to show future move-ins. So, if Future Move-Ins is checked, all move-ins will appear.

This snap-in is available for Residential and Commercial property types.

 

This item shows information about move-outs for the current date, specifically:

Building

Unit

Name of resident/tenant

Expected Move-out date

Status

Move-in icon

TO USE THE SNAP-IN:

Select the Move-out icon or to display the move-out tabs.

Select the Future Move-Outs check box to display future move-outs. So, if Future Move-outs is checked, all move-outs will display.

A Commercial move-out will appear in this item if there is an Expected Move-Out and that date is on or before the login date.

This snap-in is available for Residential and Commercial property types.

This item shows information about the residents/tenants having outstanding balances in excess of thirty days and the status of the residents/tenants, specifically:

Building

Unit

Resident/Tenant name

Current Due amount currently due

31 + Due amount

Total Due link

Status of the Resident/Tenant

Pay/Adjust icon

Show Previous Residents/Tenants check box

Show All with Balance check box

TO USE THE SNAP-IN

Select the Total Due link to display Open Items Inquiry.

Select the Pay/Adjust icon to display the Add Payments and Adjustments Tab.

Select the Show Previous Residents/Tenants check box to display previous instances when the resident/tenant was past due.

Select the Show All with Balance check box to display of all residents/tenants with a balance, instead of only those with a 31+ Days due balance.

This snap-in is available for Residential and Commercial property types.

This item shows expected transfers for the current date for Residential properties, i.e., residents with the status Intent to Transfer. It shows:

Building transferring from

Unit transferring from

Name of resident

Expected transfer date

Status

To Property transferring to  -  The property is only shown in the snap-in if the global policy Allow resident transfer between properties is selected).

To Building transferring to

To Unit transferring to

Transfer link

Future Transfers check box

TO USE THE SNAP-IN:

Select the Transfer icon   to display the transfer tabs.

Select the Future Transfers check box to display future transfers in the item.

Commercial properties do not have expected transfer dates, so Commercial transfers do not appear in this item.

This item shows information about vacant units for Residential or Commercial properties.

Residential property

Commercial property

TO USE THE SNAP-IN:

Select the Apply/Lease ( link ) to allow the user to begin the Application or Add Tenant process for the unit. Property policies and security permissions (see NOTE below) control whether this icon is available and what page opens when the icon is clicked.

Select the Show On-Notice option to display units that are on-notice and soon to be available.

NOTE that the Add Application and Add Tenant permissions, needed for the Apply/Lease icon, are not the same. The former permission applies to residential properties only and the latter to commercial properties only.

Residential: System—Security—Users—eSite—Application & Move-In—Add Application

Commercial: System—Security—Users—eSite—Leasing—Add Tenant

The Unit Availability snap-in shows the unit availability graph for the current period. The graph updates based on your selections. The amounts in the graph tie to the Unit Availability report.

Unit Types are shown  on the Y axis

Number of Units are shown on the X axis

Use Selected Properties check box

As of (date)

TO USE THE SNAP-IN

View the information in the snap-in.

If Use Selected Properties is unchecked, then the Current Property data is used.

If Selected Properties is checked, charted data is for all selected properties.

Select Properties to view more than one property's information using these steps:

Click the Use Selected Properties box and the words become a link that reads: Select Properties.

Click the link and select properties from the Select Properties pop-up that appears, and then click Save. The graph updates with data for all selected properties.

View information for a different date.

At As of, enter a date or use the electronic calendar to select a date. The default date is the login date.

View the number of units available for each Unit Type.

Rest the mouse over a bar in the graph. A pop-up appears showing:

Unit [unit type] - # Available. For example: Unit [2x2] - 4 Available

This snap-in is available for all property types.

This item shows information about leases that have a Lease Ends date that is within six months of the login date, specifically:

Building

Unit

Resident/Tenant name

Lease Expires date

Status of the lease

Lease Renewal icon

Lease Changes icon

TO USE THE SNAP-IN:

Select the Lease Renewal icon  to display the Lease Renewal tab.

Select the Lease Changes icon  to display the Lease Changes Task Selection tab.

This snap-in is available for all property types.

 

Copyright © 2018 Infor. All rights reserved. www.infor.com.