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Setup Questions View, Print, Wait List

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.

Field List

Refer to the following field list for more information: View, Print, Wait Tab.

Instructions

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

Questions for  View, Print, Wait List Policies

Display and print payments as credits

Do I want payments to display and print as credit amounts?

Circle one: Yes or No

If yes, accept the default of checked at Display and print payments as credits.

If no, remove the checkmark and payments display as a positive amount.

Format for credit amounts:

How do I want to format credit amounts?

Circle one: Parenthesis or Trailing Dash or Leading Dash

Phone Mask:

How do I want to format phone numbers?

This 30-character alphanumeric format applies to all phone numbers in the system. Refer to the View, Print, Wait tab for examples.

Enter a phone mask: _____________________________________

Examples:

(###) ###-#### or

(###)-###-#### AAAAAAAAAA

Default report headers should print:

Do I want the following default report headers to print?

Check the headers that you want to have print by default.

___ Report #

___ Current Period

___ Select Date

___ Property Square Footage

___ Property #

___ Time

___ System Date

___ # of Units

In the online list all headers are checked. To suppress printing, remove check marks on the tab so that your entries match the entries above.

Auto print Approved Batch Report

Do I want to print the Approved Journal Report automatically?

Circle one: Yes or No or Ask

If yes, the report prints automatically. The default is yes.

If no, the system suppresses printing of this report.

If ask, the system displays a message prompting you to decide whether or not to print the report.

Auto print detail that makes up a Summary Transfer to G/L entry on Report

Do I want to print the detail that makes up a summary transfer to a general ledger entry on report automatically?

Circle one: Yes or No or Ask

Regardless of your choice, only the summary entry actually transfers to the general ledger.

If yes, all of the detail that supports the summary entry prints. The detail prints below the summary line on the report.

If no, only the summary entry prints; none of the detail that supports the summary entry prints. The default is no.

If ask, the system displays a message prompting you to decide whether or not to print the detail. If printed, the detail prints below the summary line on the report.

Auto save

Do I want the system to auto-save any of the following reports or report series?

Check the reports that you want to have auto-saved.

___ BOD series of reports (Begin of Day)

___ EOD series of reports (End of Day)

___ PAME series of reports (Preliminary Accounting Month End)

___ AME series of reports (Accounting Month End)

___ Transfer to G/L report (General Ledger)

___ Calculate SDI report (Security Deposit Interest)

Add or remove check marks on the tab so that your entries match the entries above.

Waiting List

Create wait list transfer transactions in an independent batch

Do I want to create a wait list of transfer transactions in an independent batch?

Circle one: Yes or No

If yes, accept the default of checked at Display and print payments as credits.

If no, remove the check mark and payments display as a positive amount.

Print a Wait List Transfer Transactions Report at the time of transfer

Do I want to print a Wait List Transfer Transactions Report at the time of transfer?

Circle one: Yes or No

If yes, accept the default of checked at Print a Wait List Transfer…, and the report prints.

If no, remove the check mark to suppress printing of this report.

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