EZ Residential Setup

EZ setup is a quick way to enter basic resident information, including the following data: names, lease dates, recurring charges, deposits, and balances (prepaid and delinquent).

After you have planned your setup—reading setup details and completing the questionnaires necessary for your setup—you are ready to start entering data into the system. We suggest you follow the ordered tasks detailed below for a smooth and successful setup.

Notes

An asterisk (*) indicates a required set up activity. RDP indicates the item is required depending on policy.

Complete Policy Setup

The policy set up should be completed prior to adding any other files to your system.

Confirm that all users are established in System—Security—Users.
Set up global policies*.
Use your completed global policy questionnaire for reference.
Set up property policies*.
Use your completed property policy questionnaire for reference.

Complete Remaining Setup

Completing the remaining setup is required and can be done at any time after you have completed the policy setup.

Set up Calendars*.
Use your calendars questionnaires for reference.
Set up Properties*. Complete the Property tab. Confirm that the Property Type field is set to any type other than 6-Standard Commercial.
Use your completed property questionnaires for reference.
Set up Bank Books*.
Use your completed bank book questionnaires for reference.
Set up Return Codes*.
Use your completed return code questionnaires for reference.
Set up Income Codes*. Income codes defined in the property policies, Default Income Codes and Income code for MTM charge must be added. Use your completed income code questionnaires for reference.
Set up Buildings*RDP. Buildings are required if the global policy, Use Building Numbers is checked. Use your building questionnaires for reference.
Set up Unit Types*.
Use your unit type questionnaires for reference.
Set up Units*.
Use your unit questionnaires for reference.
Set up Marketing SourcesRDP. Marketing sources are required if the property policy, Track Marketing Sources is set to Require. Use your marketing source questionnaires for reference.
Set up Leasing AgentsRDP. Leasing agents are required if the property policy, Track Leasing Agents is set to Require. Use your leasing agent questionnaires for reference.
Set up Lease TypesRDP. Lease types are required if the property policy, Track Lease Types is set to Require. Use your lease type questionnaires for reference.
Set up Cancel/Denial Codes*.
Use your cancel/denial code questionnaires for reference.
Set up Move-Out Codes*.
Use your move-out code questionnaires for reference.
Set up Late NoticesRDP. Late notices are required if the property policy, Track Late Notices is set to Require.
Set up Fees. If used, then add the fees defined in the property policy, Default Fees. Use your fee questionnaires for reference.
Set up Management FeesRDP. Management fees are required if the property policy, Calculate Management Fees is checked. Use your management fee questionnaires for reference.
Set up Tax RatesRDP. Tax rates are required if the global policy, Calculate and bill resident sales tax is checked. Use your tax rate questionnaires for reference.
Set up Resident Profiles. These are only available for a property that has not completed Go Live. Use your resident profile questionnaires for reference.
Set up Resident Balances. These are only available for a property that has not completed Go Live. Use your resident profile questionnaires for reference.
Set up Letters. Using the options available from the Letters menu, create a data template, create a form letter, upload and assign the form letter and assign a merge location. In addition, once a Late Notice letter has been assigned, it must be linked to the appropriate Late Notice. Use your letter questionnaire for reference.
Set up User Property Access.
Use your user property access questionnaires for reference.
Set up Group Property Access.
Use your group property access questionnaires for reference.