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Monthly Archives: Jul 2013

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6. Future Dated Transactions

6.1 Process Future Dated Transactions
If there are any previously scheduled FDT’s ready for update, you will receive a Warning message upon Login that there are pending FDT’s ready to be updated. To see a display of all FDT’s click on the Future Dated Transactions tab shown in Red. Only the FDT’s that are ready to be updated will display the Process tab in Green, and all pending FDT’s will have the option of the Delete tab in Red to remove them. The Property, Unit/Tenant, Date, Type, which shows what action is pending for each FDT displayed, Category description and Amount. To execute the FDT update simply click on the Process tab to post the transaction or the Delete tab to remove the transaction. Once prompted, answer the verification message to complete the update. Any FDT’s that are ready to be updated that have not been acted upon will be automatically updated during the End of Month procedure after one final Warning message that these actions will occur.

6.2 FDT Move In/Move Out
If there are any previously scheduled FDT’s ready for update, you will receive a Warning message upon Login that there are pending FDT’s ready to be updated. To see the display of all FDT’s click on the Future Dated Transactions tab shown in Red. Only the FDT’s that are ready to be updated will display the Process tab in Green, and all FDT Move In’s will have a Red arrow to the right, with the option of the Delete tab in Red. The Move Outs will have a Green arrow to the left and the option of the Cancel tab in Yellow. If the FDT Move Out is canceled and there is a FDT Move In pending for the same unit, the FDT Move In must also be deleted. To execute the FDT update simply click on the Process tab to update or Delete/Cancel tab to remove the update. Once prompted, answer the verification message to complete the update. Any FDT Move In’s or Move Outs that are ready to be updated that have not been acted upon will be automatically selected during the End of Month procedure after one final Warning message that these actions will occur.

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Tennet Property Management Software registration
5. Payment/Charges Section

5.1 Generating Charges
Charges are posted to tenants in two primary ways; Recurring Charges that are generated automatically for an upcoming processing month during the End of Month procedure. These are based on the information stored in the tenant record as monthly recurring charges, and Miscellaneous Charges that are manually posted as they become necessary. 

Recurring Charge updates can be completed by going to the Portfolio tab, choosing the desired property from the display and selecting the Unit/Tenant to be updated. As described earlier you are initially in View Mode, to make changes click the Edit Mode tab. Click on the amount in the Recurring Charge section to change an existing charge, or add a new recurring charge by clicking the arrow on the next available Category Code field to choose the description to be used and enter the amount. When finished, click the Save Changes tab and answer the verification message to complete the update.

Miscellaneous Charges are posted by going to the Portfolio tab and clicking on the Payments/Charges tab. Select the desired property from the display and select the Unit/Tenant to be charged. Click the Charge tab under the Tenant Summary and choose the Category Code description to be assigned by clicking the down arrow and selecting the desired code. Choose the date for the charge to be posted, the amount (positive for charge, negative for credit) and the optional description to be associated with this charge. When finished, click the Apply Charge tab and answer the verification message to complete the update. 

5.2 Receiving Payments 
Payments are posted based on the Date Assigned to them when they are input.  Go to the Portfolio tab, click the Payments/Charges tab, choose the desired property from the display and select the Unit/Tenant to have the posted payment. Click the Payments tab under the Tenant Summary and select the Payment Date, Check Date (if any), Amount and Check Number (if any). Record the optional Memo to be associated with the payment and adjust the automatic allocation of the payment amount against the current charges shown if necessary. When finished, click the Apply Payment tab and answer the verification message to complete the update.


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