Inter Property

Allow guest cards to apply in different property

This option defaults as cleared. Accept this default if you want the system to limit the display of guest cards to guest cards entered only for the current property.

Select this check box if you want the system to display all guest cards for all properties in the system.

Allow wait list applicant to move-in a different property

This option defaults as cleared. Accept this default if you want the system to limit the display of waiting list applicants to applicants entered only for the current property.

Select this check box if you want the system to display all waiting list applicants for all properties in the system.

Allow Global Guest Cards

This option defaults as cleared. Accept this default if you want the system to treat each guest visit separately, and perform no tracking between properties. Guest cards are restricted only to the current property.

Select this check box if you want the system to track the guest card from an initial visit to a leasing center, through each property the guest visits, and make guest cards accessible across properties.

During Guest Card entry, display current Occupants at other Properties with matching first and last name

This option defaults as cleared. Accept this default if you do not want the system to display this information during guest card entry.

Select this check box if you want the system to display current occupants at your other properties with matching first and last names while a guest card is being entered into the system.

Allow resident transfer between properties

This policy is available only when the policy Batches are required to be restricted to a particular property on the Ledger Tab is not checked.

This option defaults as cleared. Accept this default if you want the system to prevent users from transferring a resident from a unit in one property to a unit in another property. If you accept this default, you limit users ability to transfer residents. Users can use the Transfer Activities option on the Leasing menu only to transfer a resident to another unit within the same property.

Select this check box if you want the system to allow users to transfer a resident from a unit in one property to a unit in another property. If you select this option, you grant users ability to use the Transfer Activities option on the Leasing menu to transfer any resident to another unit at any property.

Allow resident renumber between properties

This policy is available only when the policy Batches are required to be restricted to a particular property on the Ledger Tab is not checked.

This option defaults as cleared. Accept this default if you want the system to prevent users from renumbering a resident from a unit in one property to a unit in another property. If you accept this default, you limit users ability to renumber residents. Users can use the Resident Renumber utility on the Special menu only to renumber a resident to another unit within the same property.

Select this check box if you want the system to allow users to renumber a resident from a unit in one property to a unit in another property. If you select this option, you grant users ability to use the Resident Renumber utility on the Special menu to transfer any resident to another unit at any property.

Show guest cards even if Applicants

This option defaults as cleared. Accept this default if you want the system to prevent the display of guest cards after prospective residents submit an application.

Select this check box if you want the system to display guest cards after prospective residents submit an application.

Automatically add Zip Code cross-reference entries

This option defaults as selected. Accept this default if you want the system to allow any zip code to be entered along with the city, state, and country. Once entered, the system stores this information in the Zip Code table. The next time that zip code is entered, the system recalls the city, state, and country entries associated with that zip code. The system completes those fields automatically with the recalled entries. If needed, entries in the city, state, and country fields can be modified. Any changes to the city, state, and country field overwrite the previous association with that zip code and are stored in the Zip Code table to be recalled later.

Clear this check box if you want the system to accept only valid zip codes. A zip code is considered valid if it currently exists in the Zip Code table. If not, the zip code entry is not allowed. The city, state and country entries associated with these zip codes cannot be modified.

Global Invoices

Next Invoice Number

This filed defaults to zero ( 0 ). Enter the next invoice number to be assigned to an invoice. After setting up, this field is used for tracking. The last system-generated invoice number displays in this field.

This field works in conjunction with the field Next invoice Number from, which appears in the Property Policy Invoice Numbers category.

Additional Options

Use building numbers

This option defaults as selected. Accept this default if you want the system to use building numbers. The system requires that at least one building number to be set up. The building number is used in the resident account number that identifies the resident.

Clear this check box if you do not want the system to use building numbers. The system defaults to a system building number of 00001 on all functions. In addition, building-number-related fields do not display on pages or in reports within the system.

Print statements

This option defaults as selected. Accept this default if you want the system to activate statement options; that is, the selection Statements displays on the Processing menu allowing users access.

Clear this check box if you do not want the system to activate statement options.

Refer to Statementsfor more information on statements.

Use HUD Interface or reporting

This option defaults as cleared.

Post all charges for accounting period

This option defaults as cleared. Accept this default if you do not want to post all charges due for an entire period on the first day of the period.

Select this check box if you want any charges that would have taken place during a period during normal BOD processing to post on the first day of the period. For example, if your periods end on the 24th of the month then all charges for the next period will post on the 25th of the month.

Use Rentable Items

This option defaults as cleared. Accept this default if you do not want the system to activate rentable items options.

Select this check box if you want the system to activate rentable items options; that is, display the Rentable Items Policies on the Policies menu allowing you to set additional policies.

Require Begin of Day and End of Day processing

This option defaults as selected. Accept this default if you want the system to activate begin of day and end of day processing. When you accept this default, the system displays the selections Begin of Day and End of Day on the Processing menu, requires daily processing, and tests for successful completion of the processing.

Clear this check box if you do not want the system to require processing. When you select this option, the system displays Lease Charges on the Processing menu.

Refer to Lease Charges for more information on lease charge options.

Use Retail Sales

For use by Commercial properties only.

This option defaults as selected. Accept the default if you want the system to activate retail sales options. When you accept this default, the system displays the selections Group Lease Statements and Group Lease Invoices on the Processing menu and enables retail sales information to be listed on the Tenant Profile report.

Clear this check box if you do not want the system to activate retail sales options.

Refer to Commercial Properties for more information on using these commercial property functions.

Use CPI increases

For use by Commercial properties only.

This option defaults as cleared. Accept the default if you want the system to activate the CPI increase options. When you accept this default, the system enables these options within the Tenant Profile function on the Leasing menu.

Clear this check box if you do not want the system to activate CPI increase options.

Refer to Commercial Properties for more information on using these commercial property functions.

Additional Options (continued)

Print invoices

This option defaults as cleared. Accept this default if you do not want the system to activate invoice options.

Select this check box if you want the system to activate invoice options; that is, the menu selection Invoices displays on the Processing menu allowing users access.

Calculate Security Deposit Interest

This option defaults as cleared. Accept this default if you do not want the system to activate the SDI option.

Select this check box if you want the system to activate the SDI option; that is, the menu selection Calculate SDI displays on the Processing menu allowing users access.

Refer to Calculate SDI for more information on the SDI option.

Calculate and bill resident’s sales taxes

This option defaults as cleared. Accept this default if you do not want the system to activate sales tax options.

Select this check box if you want the system to activate sales tax options. Note, in order to actually calculate taxes, you must set up the tax names and rates and indicate which income codes are subject to which tax on the Tax Rates Tab.  

Refer to Resident Sales Tax Overview for more information on sales tax options.

Use Unit Active/Inactive Dates

This option defaults as cleared. Accept this default if you do not want the system to display the property policy and report prompts on various reports, associated with unit active/inactive dates.

Select this check box if you want the system to display the property policy and report prompts associated with unit active/inactive dates. When you select this option, the field Use Unit Active/Inactive Date displays on the Property Policy Additional Options category.

Use Corporate Clients

This option defaults as cleared. Accept this default if you do not want the system to activate corporate client options.

Select this check box if you want the system to activate corporate client options; that is, the menu selections Corporate Client Statements and Corporate Client Invoices display on the Processing menu allowing users access.

Refer to Corporate Client Statements or Corporate Client Invoices Overview for more information on corporate client options.

Default 'charge ends' to 'lease ends'

This option defaults as cleared. Accept this default if you do not want the system to insert the lease ends date with the charge ends date.  

Select this check box if you want the system to insert the lease ends date with the charge ends date.

Use Recoveries

For use by Commercial properties only.

This option defaults as selected. Accept this default if you want the system to activate recoveries options; that is recovery menu selections display in the Setup, Leasing, Processing and Rebilling menus.

Clear this check box if you do not want the system to activate recovery options.

Enable eDex (data exchange) flags

This option defaults as cleared. Select this check box if you want to enable eDex flags in Income Code setup; otherwise, flags will not be visible.

Refer to Commercial Properties for more information on using these commercial property functions.

 Export utility billing file format

Select your choice of the Export Utility Billing File Layouts for export files created by the Export Utility Billing process.

Run dashboard recalculate during Begin of Day processing

This option defaults as selected. Accept this default if you want to allow the graphical Snap-ins on the Dashboard to refresh when the Begin of Day process is run.

Clear this check box if you do not want to allow the graphical Snap-ins on the Dashboard to refresh when the Begin of Day process is run. This feature is designed for users who do not use the Dashboard or who want to speed up BOD when running it for numerous properties. When the new policy is turned off, users may run Recalc Dashboard manually from the Utilities menu at any time to refresh Snap-ins.

Email Options

When generating Letters, default to Email Letters

This option defaults as cleared. Accept this default if you want the system to send letters using the email system. When you accept this default, email fields are enabled on the Letter Merge Tab 1. Use these fields to enter the recipients email address, subject line and text.

Select this check box if you do not want the system to send letters using the email system. When you select this option, email fields display but are disabled on the Letter Merge Tab 1.

Sender email address

Enter the default sender email address for Email Letters.

MICR Image local directory

The user-defined location for saving MICR check images. The default is C:\MICR. Accept the default or enter another location.

Special / Email APG/GL/ACH Files should not combine and compress the selected files

This option defaults as cleared. Accept this default if you want the system to combine all selected files into one file and compress it before sending.

Select this check box if you want the system to send the files selected to be emailed as individual, uncompressed files.

Document Options

Store Saved Documents in folders

Select to store saved Documents in folders. This policy also affects the Move Documents utility. Refer to Storing Documents for additional information.

Root Document Path

When you select the option to store saved documents in folders, this field appears. Enter the path to the folder where you want to store the documents.

 

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