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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 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

Corp Clients * RDP

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

Setup—Global

Credit/Insurance Agencies

Define which credit screening and/or renter's insurance agencies eSite will interface with.

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

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—Guest Card

Guest Card Action Codes

Set up codes to be used for tracking guest actions.

Setup—Guest Card

Phone Actions * RDP

Phone actions are required if the property policy, For Guest Cards is set to Require Action Taken.

Setup—Guest Card

Internet Actions * RDP

Internet actions are required if the property policy, For Guest Cards is set to Require Action Taken.

Setup—Guest Card

Visit Actions * RDP

Visit Actions are required if the property policy, For Guest Cards is set to Require Action Taken.

Setup—Guest Card

Communities * RDP

Communities are required if the property policy, For Guest Cards is set to Require Action Taken.

Setup—Guest Card

Moving Reasons * RDP

Moving reasons are required if the property policy, For Guest Cards is set to Require Action Taken.

Setup—Guest Card

Non-Qualified Codes

Establish codes to use for tracking guests or residents that do not meet leasing requirements.

Setup—Guest Card

Price Ranges * RDP

Price ranges are required if the property policy, For Guest Cards is set to Require Action Taken.

Setup—Guest Card

Zip Codes

Enter standard postal numbers associated with locations within the United States so that when a user enters a guest card, the system automatically inserts the city, state and country associated with that zip code.

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

Unit Types *

Set up unit types for each property.

Setup—Property

Units *

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 *RDP

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

Setup—Property

Cancel/Denial Codes *

Set up cancel/denial codes to indicate the reason that an application or lease is being canceled or denied prior to an actual move-in.

Setup—Property

Move-Out Codes *

Set up move-out codes for each property.

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

Resident Profiles

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

Setup—Property

Resident Balances

Resident 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 a 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—Security

User Property Access

Define property access rights for each user.

Setup—Security

Group Property Access

Define property access rights for each established group.