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Properties Overview - Standard Setup

Properties are the real estate that your business owns or manages.

Note

Depending on the applications purchased by your company, property-related tabs can display from either eFinancials or ePO menus, or both.

Setup Details

Setting up properties is required when the global policy for Standard Setup is selected, and not available for Simplified Setup. The balance of this topic refers to Standard Setup only.

Setup Prerequisites

Calendar IDs must already be set up in eFinancials prior to adding fiscal years. Refer to Calendar Overview for more information.

Entities must already be set up and available for selection. Refer to Entities Overview for more information.

Bank accounts must already be set up and available for selection. Refer to Bank Accounts Overview for more information.

Users and groups must already be set up using options on the System menu. For more information, make the following selections from the main menu to display a System page, and then click the Help button to access the System Help file: System—Security—Groups or Users.

Optional Setup Prerequisite

Groups—both property and vendor—are selected on the Groups tab. Setting up groups is optional. They can be set up at any time because they do not affect the setup process. For more information, refer to Groups Overview.

Setup Questions

Setup Questions General Tab

Setup Questions Address Tab  

Setup Questions Mailing Tab

Setup Questions Billing Tab

Setup Questions User/Groups and Groups Tabs

Setup Questions Periods and Banks Tabs

See Also

Property Display

Common Setup Overview

Setup Plan Introduction

Setup Sequence

Setup

Properties Tab

Select for Setting Up

Properties Tab Bank Accounts

Posting Rules List Tab

Allocations Tab Setup

Expense Codes Tab Setup

Select for Processing

Setup Batches Tab

Purchase Orders Tab Entry

Invoices Tab Entry

Recurring Purchase Orders Tab Entry

Create POs Tab

Create Invoices Tab

Change Hold Status

Period Close Tab AP

Billings Tab

Period Close Tab AR

Select for Inquiring

AP Inquiry

Purchase Order Inquiry

Select for Reporting

Select Properties Tab

Report

Property List Tab

eFinancials Concepts and Processes