Property Manager Help

Topics

Getting Started
Overview of Property Manager

Setup

Operation
Assessing Late Fees
Adding a Transaction
Contract Details
Deleting a Transaction
Description of Goods Sold
Editing Tables
General Information
Printing Past Due Notices
Printing Past Due Notices with Microsoft Word
Reports
Using the Operations Buttons
Using Wildcards in Queries

Registration



Getting Started


Overview of Property Manager

The Property Manager application is designed to provide a means of tracking and billing for rental properties.  The program will calculate payments, assess late fees and provide a means for sending out late notices to delinquent accounts.




Operation


General Information

Complete the General Information section with information about your customer.


Property Description

Complete the Property Description section with applicable information regarding the rental property.


Contract Details

Complete the Monthly Rental, Other Charges and Sales Tax and the Total Payment will automatically be calculated. Complete the Lease Origination  and Lease Term and the Expiration Date will be calculated. Select the Free Period and the First Due Date will be automatically calculated. .


Using the Operation Buttons

Use the Query , Add , Update , and Remove buttons to invoke the various data manipulation operations.

The Execute button is used to commit an operation and the Cancel button is used to abort an operation.

The First , Previous , Next , and Last buttons are used to navigate through the records in the query list. To perform specialized queries you may use wildcards in the fields. To learn how to optimize your queries by using special characters go to Using Wildcards in Queries. 


Adding a Transaction





As payments are made, it will be necessary to add a transaction to the account ledger.  To do this, first click the New Transaction button. Next, select the Type of transaction, enter the Kind of transaction, add the Amount, Date, and Description of the transaction and click the OK button.  The transaction will then be added to the account ledger and all applicable fields will be updated.


Deleting a Transaction

Only the last transaction in the ledger can be deleted.  Therefore, if it is necessary to remove a record in the middle of the ledger, all entries from the last transaction down to to the desired transaction will have to be removed one by one and the record history will have to be reconstructed manually.   

To delete a single transaction from the ledger, select the last record in the ledger and click the Delete Transaction button.


Reports

A variety of reports are provided with the Property Manager program.  Below is a summary of the available reports.

Account History A history of all transactions made to a specific account
Daily Credits Applied A listing of all accounts where credits were assigned between a given date range
Daily Payments Received A complete listing of all payments received between a given date range totaled by date
Labels Printout of standard size address labels for every account found in the current query list
Late Fees Applied A complete listing of all past due accounts
Past Due Notices A printout of past due notices for all selected accounts
Payment Receipt A detailed printout of any single payment transaction from any account
Payments Received A detailed listing of all payments received between a given date range


Registration

To register Property Manager select Register Property Manager from the Help menu. At the prompt, enter the 16 character registration code. To obtain a registration number contact Markosoft at info@markosoft.net.