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Setup—Property

Calendars *

Define calendars (accounting periods) for each property.

Setup—Property

Properties *

Confirm that the Property Type field is set to any type other than 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—Global

ABA Account

Define ABA accounts to be used across properties.

Setup—Global

National Tenants * RDP

National Tenants are required if the global policy, Use Corporate Clients is checked.

Setup—Global

Document Types

Set up document types to be used across properties.

Setup—Global

eFinancials Transfer

Set up the interface between eSite and eFinancials.

Setup—Global

Group Lease Codes

Establish a link between a group lease code and a tenant profile.

Setup—Global

Rentable Items * RDP

Rentable items are required if the global policy, Use Rentable Items is checked.

Setup—Global

Report Codes

Set up report codes to be used across properties.

Setup—Global

Search Topics

Set up search topics to be used across properties.

Setup—Global

Series Setup

Set up report series to be used across properties.

Setup—Global

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 unit types for each property.

Setup—Property

Suites *

Set up units 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

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

Direct Rent Setup

Set up Direct Rent options.

Setup—Property

Management Fees RDP

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

Setup—Property

User Tables

Establish a list of table codes used to define field values associated with memos.

Setup—Property

Memo Forms

Define memo forms.

Setup—Property

Property Comments

Enter a message for the property that is currently open. When set up, these comments can be made to display on the Dashboard.

Setup—Property

Property Goals

Define property goals.

Setup—Property

Tax Rates

Link tax codes to income codes and assign rates.

Setup—Property

Tenant Profiles

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

Create a form letter based on the data template.

Setup—Letters

Upload Form Letter

Upload an existing form letter to the 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—Activities

Expected Move-In

Set up expected move-in activity codes for each property.

Setup—Activities

Move-In

Set up move-in activity codes for each property.

Setup—Activities

Expiration

Set up lease expiration codes for each property.

Setup—Activities

Expected Move-Out

Set up expected move-out activity codes for each property.

Setup—Activities

Move-Out

Set up move-out activity codes for each property.

Setup—Rebillings—Recoveries

Rebilling Group Codes

Set up rebilling group codes to link a select group of tenants together for processing recoveries

Setup—Rebillings—Recoveries

Denominators

Define the property square footage to be used in calculation of the tenant's proportionate share of expenses.

Setup—Rebillings—Recoveries

Exp Cap Tables

Set up tabled values used to apply caps to tenant's rebilled expenses.

Setup—Rebillings—Recoveries

Attachments

Create an attachment to link a denominator to a property.

Setup—Rebillings—Recoveries

Expense Tables

Group property expenses a tenant can be rebilled for, define the defaults for income codes used in tenant recoveries, to indicate which percentage of the fee you can collect, to determine whether to display vacant suites on related expense table reports, and to view the last amount calculated using expense tables in recovery calculations.

Setup—Rebillings—CPI

CPI Group Codes

Create group codes used to determine which escalations should print together.

Setup—Rebillings—CPI

CPI Tables

Create tables of index values to be considered when increasing tenant rents.

Setup—Rebillings—Retail

Ranking Groups

Make up a category of user-defined groups intended to combine selected properties so that each group is treated as one property for the purpose of ranking tenant sales.

Setup—Rebillings—Retail

Sales Groups

Define sales group associations; which only apply to companies involved in retail sales.

Setup—Rebillings—Retail

Sales Categories

Define the various types of businesses that may occupy space within a specified property.

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.