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Notes

Setup—Global

Calendars *

Define calendars (accounting periods) for each property.

Setup—Property

Properties *

Confirm that the Property Type field is set to 6-Standard Commercial.

Setup—Global

Bank Books *

Set up bank books and link those bank books to entities, which are associated with general ledger accounts and establish a method for transferring data.

Setup—Global

Return Codes *

Set up return codes to track returned checks for each property.

Setup—Property

Income Codes *

Set up income codes that identify the general ledger accounts to use for posting receivable transactions.

Setup—Property

Buildings * RDP

Buildings are required if the global policy, Use Building Numbers is checked.

Setup—Property

Suite Types *

Set up suite types for each property.

Setup—Property

Suites *

Set up suites for each property.

Setup—Property

Marketing Sources *RDP

Marketing sources are required if the property policy, Track Marketing Sources is set to Require.

Setup—Property

Leasing Agents *RDP

Leasing agents are required if the property policy, Track Leasing Agents is set to Require.

Setup—Property

Lease Types *RDP

Lease Types are required if the property policy, Track Lease Types is set to Require.

Setup—Property

Late Notices * RDP

Late notices are required if the property policy, Track Late Notices is set to Require.

Setup—Property

Fees

If used, then add the fees defined in the property policy, Default Fees.

Setup—Property

Management Fees RDP

Management fees are required if the property policy, Calculate Management Fees is checked.

Setup—Property

Tax Rates RDP

Tax rates are required if the global policy, Calculate and bill resident sales tax is checked.

Setup—Property

Tenant Profile

Tenant profiles are only available for a property that has not completed Go Live.

Setup—Property

Tenant Balances

Tenant balances are only available for a property that has not complete Go Live.

Setup—Letters

Create Data Template

Create a data template used as the basis for designing resident, tenant and corporate client letters.

Setup—Letters

Create Form Letter

Upload an existing form letter to the selected database.

Setup—Letters

Upload Form Letter

Upload an existing letter to selected database.

Setup—Letters

Assign Form Letter

Once a Late Notice letter has been assigned, it must be linked to a Late Notice in order for late notices to print.

Setup—Letters

Assign Merge Location

Determine which letter merge location to use: client-side or server-side.

Setup—Letters

Create Letter Functions

Create a letter function that specifies a parameter for a special field that automatically changes the value of that field whenever a letter is generated. For example, you can create a function that adds 7 days to a date.

Setup—Security

User Property Access

Define property access rights for each user.

Setup—Security

Group Property Access

Define property access rights for each established group.