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Full Commercial Setup

Full setup provides you with the means to set up all the basic tenant information plus data for the following components: corporate client, profit center, addresses, demographics, and search items.

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

A red asterisk ( * ) indicates a required set up activity. RDP indicates the item is required based on policy.

Complete Policy Setup

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

1. Confirm that all users are established in System—Security—Users.
2. Set up global policies*.
   Use your completed global policy questionnaire for reference.
3. Set up rentable items policies * RDP. Setting up rentable items policies is required if the global policy, Use Rentable Items is checked.
   Use your completed rentable items policy questionnaire for reference.
4. Set up property policies*.
   Use your completed property policy questionnaire for reference.

Complete the Remaining Setup

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

1. Set up Calendars *.
   Use your calendars questionnaires for reference.
2. Set up Properties*. Complete the Property tab.
   Use your completed property questionnaires for reference.
3. Set up Bank Books*.
   Use your completed bank book questionnaires for reference.
4. Set up Return Codes*.
   Use your completed return code questionnaires for reference.
5. Set up ABA Account.
   Use your ABA account questionnaires for reference.
6. Set up National Tenants*RDP. National tenants are required if the global policy, Use Corporate Clients is checked. Use your corporate client questionnaires for reference.
7. Set up Document Types.
   Use your document type questionnaires for reference.
8. Set up eFinancials Transfer. If used, the global policies, Transfer to G/L and Transfer to A/P must be set to eFinancials Web Service. Use your eFinancials transfer questionnaire for reference.
9. Set up Group Lease Codes.
   Use your group lease code questionnaires for reference.
10. Set up Rentable Items* RDP. Rentable items are required if the global policy, Use Rentable Items is checked.
11. Set up Report Codes.
    Use your report code questionnaires for reference.
12. Set up Search Topics.
    Use your search topic questionnaires for reference.
13. Set up Series Setup.
    Use your series setup questionnaires for reference.
14. 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.
15. Set up Buildings*RDP. Buildings are required if the global policy, Use Building Numbers is checked. Use your building questionnaires for reference.
16. Set up Suite Types*.
    Use your suite type questionnaires for reference.
17. Set up Suites*.
    Use your suite questionnaires for reference.
18. Set up Marketing Sources* RDP. Marketing sources are required if the property policy, Track Marketing Sources is set to Require.
19. 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.
20. Set up Lease TypesRDP. Lease types are required if the property policy, Track Lease Types is set to Require. User your lease type questionnaires for reference.
21. Set up Late NoticesRDP. Late notices are required if the property policy, Track Late Notices is set to Require.
22. Set up Fees. If used, then add the fees defined in the property policy, Default Fees. Use your fee questionnaires for reference.
23. Set up Direct Rent Setup.
    Use your direct rent setup questionnaires for reference.
24. Set up Management FeesRDP. Management fees are required if the property policy, Calculate Management Fees is checked. Use your management fee questionnaires for reference.
25. Set up User Tables.
    Use your user table questionnaires for reference.
26. Set up Memo Forms.
    Use your memo form questionnaires for reference.
27. Set up Property Comments.
    Use your property comment questionnaires for reference.
28. Set up Property Goals.
    Use your property goal questionnaires for reference.
29. 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.
30. Set up Tenant Profiles. These are only available for a property that has not completed Go Live. Use your tenant profile questionnaires for reference.
31. Set up Tenant Balances. These are only available for a property that has not completed Go Live. Use your tenant profile questionnaires for reference.
32. 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.
33. Set up Expected Move-In Activities.
    Use your expected move-in activity questionnaires for reference.
34. Set up Move-In Activities.
    Use your move-in activity questionnaires for reference.
35. Set up Expiration Activities.
    Use your expiration activity questionnaires for reference.
36. Set up Expected Move-Out Activities.
    Use your expected move-out activity questionnaires for reference.
37. Set up Move-Out Activities.
    Use your move-out activity questionnaire for reference.
38. Set up Rebilling Group Codes.
    Use your rebilling group code questionnaire for reference.
39. Set up Denominators.
    Use your denominator questionnaire for reference.
40. Set up Exp Cap Tables.
    Use your expense cap table questionnaire for reference.
41. Set up Attachments.
    Use your attachment questionnaire for reference.
42. Set up Expense Tables.
    Use your expense table questionnaire for reference.
43. Set up CPI Group Codes.
    Use your CPI group code questionnaire for reference.
44. Set up CPI Tables.
    Use your CPI table questionnaire for reference.
45. Set up Ranking Groups.
    Use your ranking group questionnaire for reference.
46. Set up Sales Groups.
    Use your sales group questionnaire for reference.
47. Set up Sales Categories.
    Use your sales category questionnaire for reference.
48. Set up User Property Access.
    Use your user property access questionnaires for reference.
49. Set up Group Property Access.
    Use your group property access questionnaires for reference.  

See Also

Full Commercial Setup Sequence

Navigation

Setup Steps Introduction