Setup Questions Inter Property, Additional

Questions in this section are intended to help you make decisions about your setup. The questions follow the on-screen cursor movement. Therefore, the fields may be in a different order than they appear in Help. In Help the fields are presented in the order in which that appear on screen, ignoring cursor movement.

Fields

For detailed field descriptions, refer to: Inter Property, Additional Tab.

Instructions

Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
Confirm that you have read the setup details on the topic.
Answer each of the questions on this page.
Send a copy of your completed questionnaire to AMSI Customer Support.
Use your answers to set up the system.

Questions for Inter Property, Additional

Inter Property

Allow guest cards to apply in different property

Do I want to limit guest cards to the current property?

Circle one: Yes or No

If yes, accept the default of unchecked to limit the display of guest cards.

If no, add a check mark to display all guest cards for all properties in the system.

Allow resident transfer between properties

Do I want to limit a user's ability to transfer residents between properties?

Skip this question if you checked the field Batches are required to be restricted to a particular property on the Ledger tab.

Circle one: Yes or No

If yes, accept the default of unchecked to prevent users from transferring a resident from a unit in one property to a unit in another property.

If no, add a checkmark to allow users to transfer a resident from a unit in one property to a unit in another property.

Allow wait list applicant to move-in a different property

Do I want to limit the wait list applicant to move-in at the current property?

Circle one: Yes or No

If yes, accept the default of unchecked to limit the display of waiting list.

If no, add a checkmark to display all waiting list applicants for all properties in the system.

Allow resident renumber between properties

Do I want to prevent resident renumber between properties?

Circle one: Yes or No

If yes, accept the default of unchecked to prevent users from renumbering a resident from a unit in one property to a unit in another property.

If no, add a checkmark to allow users to renumber a resident from a unit in one property to a unit in another property.

Allow Global Guest Cards

How do I want to handle guest cards?

Circle one: Separately or Globally

If separately, accept the default of unchecked to treat each guest visit separately.

If globally, add a checkmark to track the guest card.

Show guest cards even if Applicants

Do I want to display guest cards after a prospective resident submits an application?

Circle one: Yes or No

If yes, add a checkmark to allow the display of guest cards.

If no, accept the default of unchecked to prevent the display of guest cards.

Automatically add zip code cross reference entries

Do I want the system to validate zip code entries against entries in a Zip Code Table?

Circle one: Yes or No

If yes, remove the checkmark to cause the system to validate the zip code.

If no, accept the default of checked and allow the system to accept any zip code.

Global Invoices

Next Invoice Number

What is the next invoice number?

Enter a number: ____________________

Additional Options

Use building numbers

Do I want to use building numbers in the resident account number to identify residents?

Note that at least one building number must be set up.

Circle one: Yes or No

If yes, accept the default of checked to enable the system to use building numbers.

If no, remove the checkmark to prevent the system from using building numbers.

Print invoices

Do I want to display the Invoices option on the Processing menu?

Circle one: Yes or No

If yes, add a checkmark at Print Invoice to activate the Invoices option.

If no, accept the default of unchecked to prevent the system from displaying the option.

Print Statements

Do I want to display the Statements option on the Processing menu?

Circle one: Yes or No

If yes, accept the default of checked at Print Statements to activate the Statements option.

If no, remove the checkmark to prevent the system from displaying the option.

Calculate Security Deposit Interest

Do I want to display the Calculate SDI (Security Deposit Interest) option on the Processing menu?

Circle one: Yes or No

If yes, add a checkmark to activate the Calculate SDI option.

If no, accept the default of unchecked to prevent the system from displaying the option.

Use HUD interface or reporting

Do I want to display the HUD Interface option on the Processing menu?

Circle one: Yes or No

If yes, add a checkmark to activate the HUD Interface option.

If no, accept the default of unchecked to prevent the system from displaying the option.

Calculate and bill residents sales taxes

Do I want to activate sales tax options?

Circle one: Yes or No

If yes, add a checkmark to activate sales tax options.

If no, accept the default of unchecked to prevent the activation of sales tax options.

Post all charges for accounting period

Do I want to post all charges for the accounting period?

Circle one: Yes or No

If yes, add a check mark so that any charges that would have taken place during a period during normal BOD processing will 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 are going to post on the 25th of the month.

If no, accept the default of unchecked if you do not want to post all charges due during an entire period on the first day of the period.

Use Unit Active/Inactive Dates

Do I want to display the property policy and report prompts associated with unit active/inactive dates?

Circle one: Yes or No

If yes, add a checkmark if you want to activate the prompts; that is, have the field Use Unit Active/Inactive Date display on the Additional Options category for Property Policy.

If no, accept the default of unchecked to prevent the activation of the prompts.

Use Rentable Items

Do I want to display the Rentable Items options on the Policies set up and Ledger menus?

Circle one: Yes or No

If yes, add a checkmark to enable the system to display the Rentable Items options.

If no, accept the default of unchecked to prevent the system from displaying the option.

Use Corporate Clients

Do I want to display Corporate Client statement and invoice options on the Processing menu?

Circle one: Yes or No

If yes, add a checkmark to enable the system to display Corporate Client options.

If no, accept the default of unchecked to prevent the system from displaying the options.

Require Begin/End of Day processing

Do I want to display the begin of day and end of day options on the Processing menu?

Circle one: Yes or No

If yes, accept the default of checked to display the options and require processing.

If no, remove the checkmark to prevent the system from displaying the options.

Default 'charge ends' to 'lease ends'

Do I want the system to insert the lease end dates with the charge ends date?

Circle one: Yes or No

If yes, add a checkmark to have the system insert the date.

If no, accept this default of unchecked.

Use Retail Sales

Do I want to use Retail Sales (for use by commercial properties only)?

Circle one: Yes or No

If yes, accept the check mark to have the system to activate retail sales options. The system will display the selections Group Lease Statement and Group Lease Invoices on the Processing menu and enable retail sales information to be listed on the Tenant Profile report.

If no, remove the check mark to prevent the system from displaying the options.

Use Recoveries

Do I want to use Recoveries (for use by commercial properties only)?

Circle one: Yes or No

If yes, accept the check mark to have the system activate recoveries options that will display in the Setup, Leasing, Processing and Rebilling menus.

If no, remove the check mark to prevent the system from displaying the options.

Use CPI increases

Do I want to use CPI increases (for use by commercial properties only)?

Circle one: Yes or No

If yes, accept the check mark to have the system activate the CPI increase options that will display in the Setup/Rebillings and Rebilling menus.

If no, remove the check mark to prevent the system from displaying the options.

Export utility billing file format:

Which file layout do I want to use for utility billing export files?

Select one: Standard or Format 2.

For details, refer to Export Utility Billing File Layouts.

Run dashboard recalculate during Begin of Day processing

Do I want to allow the dashboard recalculate process to run during the Begin of Day process?

Circle one: Yes or No

If yes, accept the check mark to have the system allow the dashboard recalculate process to run during the Begin of Day process.

If no, remove the check mark to prevent the system from allowing the dashboard recalculate process to run during the Begin of Day process. Refer to the Field List for details on this policy.

Email Options

When generating Letters, default to Email Letter

Do I want the system to send letters by email automatically?

Circle one: Yes or No

If yes, add a checkmark to enable the system to send letters automatically using the Email system.

If no, accept the default of unchecked.

Regardless of the selection you make, users can add or remove checkmarks in the field Suppress Email? when it displays for an individual document. The decision you make should be based on whether or not your company has a policy about sending correspondence by Email.

Sender email address:

What is the sender email address for email sent by the system automatically?

Enter an email address: ____________________

MICR Image local directory:

What local directory do I want to save MICR check images to?

Select the default (C:\MICR) or enter the directory to use instead: ____________________

For details, refer to help topics on using the MICR Scanner.

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

Do I want the system to send selected files as a individual, uncompressed files?

Circle one: Yes or No

If yes, add a checkmark to enable the system to send files as individual, uncompressed files.

If no, accept the default of unchecked. The system will combine files into a single file and compress the file before sending.

Document Options

Store Saved Documents in folders / Root Document Path

Note

This feature is only available for Non-ASP clients.

Do I want to store saved Documents in folders?
Or do I want to save Documents in the database?

Refer to Documents, Move Documents utility and Storing Documents in Folders for more information.

Circle one: Yes or No

If Yes, enter the Root Document Path to the folder where you want to store the documents.

______________________________________________

On the screen:

—If Yes, enter the Root Document Path into the field

—If No, no field appears for Root Document Path (default).

Navigation

Global Policies