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Required Setup
Letters Setup
For basic setup instruction refer to Letters
Setup Overview. For a complete understanding of how Letters function
refer to Letters. Corporate Client Statement
letters have additional fields available for use when setting up the standard
letter. These fields are not available for standard lease statement letters.
Special Fields
Corporate Client Activity
Summary field that prints date (tab), transaction
(tab), description (tab), amount (tab), balance.
Date = the date of transaction
Transaction =
one of the following:
-
Balance Forward (for the
starting balance)
-
Inv#xxxxx (for new charges)
-
Reference #/Payment Type
(for payments)
-
Adjust Inv#xxxxx (for adjustments)
-
Refund
-
Forfeit
-
Security
-
Write-Off
Description = the primary resident
name and address for the item.
Suggested Tab Setup for the Activity Block
8 pt. font with tabs of .63 left, 2 left, 5.13 right,
5.88 right
Note:
This prints information for all leases attached to the
selected corporate client. If the lease is not a corporate client lease,
then only the lease information for the standard lease is printed.
Corporate Client Ageing
A block with the following balances based on open
items and the log on date.
-
(tab) current
-
(tab) 1 - 30
-
(tab) 31 - 60
-
(tab) 61 - 90
-
(tab) > 90
Suggested Tab Setup for this Section
1, 2, 3, 4, 5 all right justified with a 9 pt. font.
Note:
If the lease is associated with a corporate client, then
this is the sum of all open items. If the lease is associated with a standard
lease, then only the standard lease balances are included.
Corporate Client Balance Due
The sum of the balances due for all leases associated
with the corporate client.
Note:
If the lease is associated with a standard lease, then
only the standard lease balances are printed.
Corporate Client Description
Pulls in the description from your corporate client
setup.
Note:
If the lease is associated with a standard lease, then
only the building number (if used) and unit ID are printed.
Corporate Client Setup
Before Corporate Client Statements can be generated
and printed, corporate client set up must be completed in eSite. Use the
following instruction to perform the basic set up task required to generate
and print corporate client statements. For a complete understanding of
how Corporate Clients are used, refer to the Corporate
Clients section of your Policies
& Setup Guide.
Corporate Client Setup Instructions
- Select eSite—Setup—Global—Corporate
Clients. This opens the Corporate Clients grid. If setting up for
the first time, the grid will be blank.
- Select the Add button to open the Corporate Clients Setup screen.
- Complete the requested
information. Refer to Fields on Page below for
field-level information.
- Select the Submit button to save your entries.
Fields on Page
Corporate Client
Enter a unique, identifying code for the corporate
client you are setting up.
Length: 10 AN
Name
Enter the legal name of the corporate client you
are setting up.
Address
Address Line 1 - 4
Enter a full and complete physical address for
corporate client you are setting up.
City/State/Zip
Enter the city, state and zip code for the physical
address just entered.
Country
Enter the name of the country where the physical
address of this company is located.
Email
Enter an applicable email address for the corporate
client you are setting up.
Belongs To
Use the drop-down to select the resident or residents
to associated with the corporate client.
Note:
This list pulls from the entries you made under
eSite—Setup—Global—Resident Setup.
See
Also
Corporate Client Statements Overview
Corporate
Client Statement Tab 1
Corporate
Client Statement Tab 2
Corporate
Client Statement Tab 3
Corporate
Client Statement Tab 4
To
Process Corporate Client Statements
Effect
of Global Policies
Effect
of Property Policies
Statements
Tab
Processing
Overview