ContentsIndexSearch Results
  • PropertyBoss 10.02
  • PB Inspector and FAQs
    • PB Inspector: User Setup
    • PB Inspector: Using the App
    • Getting to the Play or App Store
  • PropertyBoss YouTube Channel
  • PropertyBoss Quick Tips
  • PropertyBoss Enhanced Features
  • PropertyBoss FAQs
  • PropertyBoss Industry Translations
  • PropertyBoss Filter Option
  • PropertyBoss Merlin Report/View Wizard
  • PropertyBoss and Mac Computers
  • PropertyBoss and Microsoft Products
  • PropertyBoss and Media
    • Mapping Network Media
    • Linking Media
  • PropertyBoss Glossary of Terms
  • PropertyBoss JobAids
  • Navigator: General Overview
  • Navigator: PropertyBoss Today Section
    • PropertyBoss Today
      • AutoPost
        • Web Activity: Overview
      • Box Scores
      • Scheduled Reports
      • View Rent Changes
    • RentRoll Navigator
      • RentRoll: Late Notices
      • RentRoll: Manipulating Data
      • RentRoll: Mass Changes
        • RentRoll Mass Change Lease Dates
        • RentRoll Mass Change Rent Amounts
        • RentRoll Mass Change Late Fees
        • RentRoll Mass Change Unit Deposits
        • RentRoll Mass Change Property-Detail
        • RentRoll Mass Change Unit-Detail
        • RentRoll Mass Change Lease-Detail
        • RentRoll Mass Change Tenant-Detail
      • RentRoll: Mass Change Scheduled EFT Payments
    • Quick Find Navigator
    • Prorate Calculator
    • Viewing Reports Navigator
      • Report Groups
      • Affordable Housing Reports
        • C230 Available Unit Rule Report
        • C232 Move-In Move-Out Report
        • C234 LIHTC Compliance Report
        • C235 NAHMA Electronic Compliance Report
      • Budgeting Reports
        • D281 Budget Amounts Report
        • D282 Budget versus Actual Detail
        • D283 Budget versus Actual Summary
      • Deposits Reports
        • B310 Deposit Summary Report
        • B320 Deposit Summary By Charges Paid
        • B330 Transactions for a Deposit
        • B340 Charges Paid by Charge Name
        • B350 Charges Paid by Payment
        • B360 Deposit Slip
        • B525 Deposit Summary Balancing Report
      • EFT Reports
        • E101 EFT Reconciliation Report
        • E102 EFT Report
      • General Ledger Reports
        • L301 Income Statement
        • L302 Income Statement by Property
        • L303 Income Statement - Year
        • L311 Balance Sheet
        • L315 Cash Flow Statement
        • L325 Disbursements Report
        • L330 Trial Balance Report
        • L340 Reconciliation Report
        • L350 Budget Variance
        • L360 Budget Listing
        • L370 Aged Payables Report
        • L380 Check Register
      • Owner Reports
        • A565 Trust Account Balances
        • A566 Trust Account Unpaid Bills
        • A569 Activity Reconciliation - Owner Balances
        • O186 Owner Summary Profit and Loss
        • O187 Property Profit and Loss
        • O210 Held Bills
        • O220 Owner Balances
        • O230 Owner Property Revenue
        • O235 Owner Contract Expiration
        • O240 Owner List by Tenant
        • O260 Owner Statement Summary
        • O261 Owner Statement
        • O270 Transaction - Property Detail
        • O273 Transaction - Summary by Transaction
        • O490 Owner List
        • O497 Owner Mailing Labels-Property
        • O498 Owner Rolodex Cards
        • O499 Owner Mailing Labels
      • Property or Unit Reports
        • A110 Lease Activity Report
        • A120 Work Order Status Report
        • A130 Unit Availability and Pre-Leased Report
        • A135 Property Vacancy Report
        • A136 Property Vacancy Summary Report
        • A140 Expiration List
        • A144 Rent Reminder Notice
        • A146 Statement Invoice Format
        • A148 Lease Statement
        • A152 Lease Account Status Report
        • A154 Lease Rent Changes History Report
        • A155 Unit Rent Changes
        • A156 Renewal Report
        • A158 Current Lease Listing
        • A160 Charges Paid Report
        • A165 Property Income/Expense 12 Month Report
        • A166 Property Revenue Report
        • A167 Property/Unit Listing Report
        • A168 Unit Status Report
        • A170 Security Deposits Activity Report
        • A175 Profit Loss Detail Report
        • A180 Late Payment Aging Report
        • A185 Move Out Reconciliation Report
        • A186 Move Out Comments Report
        • A190 Late Payment Report
        • A220 Property Manager Profit/Loss Statement
        • A222 Property Manager Profit/Loss Statement by Property
        • A240 Lease Abstract
        • A241 Lease Options Expiration
        • A260 Financial Aid Expected
        • A270 Manitoba Electronic Notice to New Tenant
        • A271 Manitoba Electronic Notice of Rent Increase
        • A310 Suite Occupancy
        • A311 Units Reserved / Held by Unit Type
        • A312 Suite Occupancy Snapshot
        • A350 Rent Splits on Leases
        • A351 Rent Splits on Units
        • A352 Rent Splits Paid
        • A353 Rent Splits Billed
        • A410 RentRoll Report
        • A411 RentRoll Repeating Charges Report
        • A412 Rent Roll Charges and Credits Report
        • A420 Scheduled Charges Comparison Report
        • A421 Posted Charges Comparison Report
        • A430 Meeting Attendance Report
        • A440 Repeating Charges Report
        • A450 Property Status Summary Report
        • A510 Delinquent and Prepaids Report
        • A511 Delinquent Rent Report
        • A512 Delinquency by Transaction Report
        • A530 Collections Activity Report
        • A535 Subsidy Activity Report
        • A540 Collections Recap Report
        • A541 Recap Journal Entries Report
        • A542 Recap Journal Entries Report (Cash Method)
        • A550 Net Rental Income by Unit
        • A560 Security Deposits Held Report
        • A570 Activity Reconciliation Report
        • A571 Activity Reconciliation Report Alternate
        • A572 Agent Referral Report
        • A574 Open Transactions Report
        • A576 Open Charges Detail Report
        • A578 Accounts Receivable Report
        • A590 Activity Consolidation Report
      • Prospect Reports
        • P110 Prospect Activity Report
        • P113 Agent Activity Report
        • P120 Prospect Source Analysis
        • P130 Completed Activity Summary
        • P499 Prospect Mailing Labels
      • Tax Reports
        • A251 Taxes Charged and Collected
        • A252 Taxes Paid
        • O280 Print/Submit 1099s
          • 1099Fire
      • Tenant Reports
        • A480 Address Directory
        • A481 Contacts Directory
        • A489 Certificate of Rent Paid (CRP)
        • A490 Tenant List Report
        • A491 Tenant List Detail Report
        • A492 Tenant List - With Charges Report
        • A494 Telephone List
        • A496 Tenant Birthday List
        • A497 Tenant Birthday Mailing Labels
        • A498 Tenant Rolodex Cards
        • A499 Contact Mailing Labels
      • Vendor Reports
        • V490 Vendor List Report
        • V498 Vendor Rolodex Cards
        • V499 Vendor Mailing Labels
      • W310 Work Order Print
      • Maestro Reports
  • Navigator: Accounting Section
    • Enter a Transaction Navigator
    • View a Register Navigator
    • QuickPay Navigator
    • General Ledger
      • Cash vs. Accrual Accounting
      • General Ledger Accounting Files
        • General Ledger Balancing Aids
      • General Ledger Chart of Accounts
        • Asset Accounts
        • Equity Accounts
        • Expense Accounts
        • Income Accounts
        • Liability Accounts
      • Journal Entries and Journal Search
      • General Ledger Startup Entries
      • Converting from QuickBooks to General Ledger
        • Home Owners Association Setup
      • Pay Bills
        • Applying Discounts
        • Applying Vendor Credits/Refunds
      • Paying out Collected Management Fees
      • Printing Checks: Setup
        • Printing Checks
        • Creating Manual Checks
      • Reconciliation: Checking Accounts
      • General Ledger Reconciliation: 3rd Party Owners
      • Budgets: Create and Edit
    • Meter Readings Navigator
    • Accounts Payable Navigator
      • Using Accounts Payable
    • Create Deposit: Overview
      • Deposits: Create and Maintain
      • Moving Transactions and Corrections to Deposits
    • Transaction Search
  • Navigator: Managing Section
    • Applicant Screening Navigator
    • Asset Movement Navigator
      • Create and Apply Movements
    • Asset Wait List Navigator
    • Assets Navigator and FAQs
      • Asset Notebook
        • Asset Tab
        • Asset Details Tab
        • Assset Warranty Tab
        • Asset Media Tab
        • Asset History Tab
        • Asset Charges Tab
      • Assets: Create and Manage
    • Call Logging Navigator
    • Collections Navigator
    • Inspections Navigator
      • Inspections: Administrator View
        • Inspections: Create & Manage Work Orders
        • Inspections: Create & Manage Billable Repairs
      • Inspections: Resident View
    • Owners Navigator
      • Owners Information and FAQs
      • Owner Notebook
        • Owner Tab
        • Owner Details Tab
        • Owner Ownership Tab
        • Owner Work Orders Tab
        • Owner Transactions Tab
        • Owner Statement Tab
        • Owner Media Tab
      • Owner Revenue
        • Rent Not Appearing as Owner Income
        • Payments Received from Owners
        • Owner Receives Rent Payments
        • Terminating Owner Contracts
        • Owner Held Security Deposits
        • Paying Owners
        • Approve/Release Held Bills
    • PropertyLists
      • Security PropertyLists
    • PropertyLoans Navigator
    • Prospects Navigator and FAQs
      • Prospect Notebook
        • Prospect Tab
        • Prospect Detail Tabs
          • Edit or Move Prospect Fields
        • Prospect Contacts Tab
        • Prospect Media Tab
        • Prospect Units Shown/Held Tab
        • Prospect Register Tab
        • Prospect Activity Tab
        • Prospect Screening Tab
      • Emailing Prospects
    • Tenants/Contact Navigator and FAQs
      • Contacts Notebook
        • Contact Tab
        • Contact Details Tab
        • Contact Address Tab
        • Contact Media Tab
        • Contact History Tab
    • Units and Leases Navigator
      • Property Notebook
        • Property Tab
        • Property Details Tab
        • Property Late Fees Tab
        • Property Directions Tab
        • Property Media Tab
        • Property Owners Tab
        • Property Repeating Tab
        • Property Profit and Loss Tab
        • Property Work Orders Tab
        • Property Assets Tab
        • Property Def-Terms Tab
        • Property Def-Deposits Tab
        • Property Def-Repeating Tab
        • Property Def-Meters Tab
        • Property Leases Tab
        • Property Units Tab
      • Unit Notebook
        • Unit Tab
        • Unit Details Tab
        • Unit Media Tab
        • Unit Work Orders Tab
        • Unit Assets Tab
        • Unit Def-Terms Tab
        • Unit Def-Late Fees Tab
        • Unit Def-Deposits Tab
        • Unit Def-Repeating Tab
        • Unit Def-Meters Tab
        • Unit Leases Tab
      • Lease Notebook and FAQs
        • Lease Tab
        • Lease Charges Tab
        • Lease Late Fees Tab
        • Lease Details Tab
        • Lease Tenants/Contacts Tab
        • Lease Register Tab
        • Lease Comments Tab
        • Lease Dates Tab
        • Lease Work Orders Tab
        • Lease Media Tab
        • Lease Screening Tab
        • Lease Assets Tab
        • Lease Contract Tab
      • Track Agent Referral Fees
      • Property/Unit Information and FAQs
        • Maintain Property Information
        • Changing the Type of a Property
        • Maintain Unit Information
        • Using Templates to Create Units
      • Market Vacant Properties/Units and FAQs
        • Establish Market Rent Amounts
        • Monitor and Publicize Vacant Properties/Units
      • Setup a New Lease
        • Setup a Basic, Monthly Lease
        • Setup a Basic, Non-Monthly Lease
        • Setup a Lease With Subsidized Rent
        • Setup a Lease With Recurring Charges/Concessions
        • Setup Rent Splits
      • Track and Monitor Expiring Leases
      • Renewing a Lease
      • End a Lease: Move-Out Process
        • Step 1: Plan Move Out
        • Step 2: Enter a Forwarding Address
        • Step 3: Remove Assets
        • Step 4: Execute Move-Out
        • Step 5: Enter Charges
        • Step 6: View Move-Out Reports
        • Step 7: Return Deposits
        • Step 8: Refund/Write Off Balance
      • Transfer Tenant to a New Unit
        • Step 1: Verify Existing Lease Balance Is Correct
        • Step 2: Enter Transfer Date and New Unit
        • Step 3: Execute the Transfer
        • Register Examples: Transfer Balance and Security Deposit
        • Register Examples: Do Not Transfer Balance and Security Deposit
    • Vendor Navigator and FAQs
      • Vendor Notebook
        • Vendor Tab
        • Vendor Details Tab
        • Vendor Comments Tab
        • Vendor Accounting Tab
        • Vendor Media Tab
        • Vendor Insurance Tab
        • Vendor Work Orders Tab
      • Maintain Vendor Information
    • Work Orders and FAQs
      • Work Orders Navigator
      • Create and Modify Work Orders
      • Print or Email Work Orders
      • Define a Repeated Work Order
      • Checklists and FAQs
        • Define a Checklist
        • Starting a Checklist
        • Make Ready Checklist
    • Managing and Creating Associations
      • Member List Navigator
      • Creating Homes
      • Creating Memberships
      • Creating Members/Contacts
      • Association Work Order Groups
      • Transfer Ownership (Closing) Process
        • Step 1: Plan Move-Out
        • Step 2: Enter Forwarding Address
        • Step 3: Execute Move-Out
        • Step 4: Enter Charges
        • Step 5: View Closing Reports
        • Step 6: Return Deposits
        • Step 7: Refund/Write Off Balance
    • Managing Student Housing
      • Student Listing Navigator
      • Creating Communities
      • Creating Beds
      • Posting Financial Aid Transactions
      • Rent Schedules: Apply to a Contract
      • Student Housing: Prospect Notebook
      • Student Housing: Move-In a Prospect
      • Student Housing: Move-Outs and Transfers
        • Move-Out: Student Returning for another Semester
  • Navigator: Customize Section
    • Setup Preferences and FAQs
      • User Settings
        • Password Preferences
        • Personal Preferences
      • System Settings
        • A/P Preferences
        • AutoPost Preferences
        • Backup Preferences
        • Budgeting Preferences
        • Closing Preferences
        • Company Information
        • Define Transactions
          • Transaction Types for Lease or Prospect Accounts
          • Transaction Types for Property and Unit Accounts
          • Transaction Types for Owner Accounts
        • Global Preferences
        • Predefined Values
          • Define Contact Types
          • Define Detail Fields
          • Define Media Types
          • Define Rent Schedules
        • Processing Options
          • Edit List of Deposit Types
          • Use pre-9.04 Lease Up Fee Logic
        • Registration Numbers
        • Report Headings
        • Security Settings
          • Security Settings: Add-On Modules Tab
          • PropertyBoss Data and ODBC Connections
        • Work Order Groups
          • Edit a Work Order Group
          • Inspections Work Order Group and FAQs
            • Inspection Templates
            • Additional Inspection Settings
            • Inspections: Troubleshooting
            • Import Inspections Group Setup
            • Download Inspection Templates
      • Enhanced Features
        • Affordable Housing and FAQs
          • Setup Affordable Housing Property
            • Import Affordable Housing Information
          • Setup the Project
          • Assigning a Project
          • Intitial Certifications
          • Re-certifications
        • Applicant Screening
        • Asset Management
          • Define Asset Types
          • Define Movement Reasons
          • Import and Edit Assets
        • Audit Logger
        • Check Scanning
        • Collections
          • Sending Accounts for Collection
        • Consolidated Reporting
          • Consolidated Weekly Column Explanations
        • Enhanced Media
          • Create Media from Outlook Email
        • E-Payments: Bank & Merchant Gateways
          • PCI Compliance
          • Payment Method for EFT - QuickBooks
          • Setup EFT Recurring Payments
          • Mass Delete EFT Information
          • Handling Unapproved and Returned Transactions
          • Recreate a NACHA File
        • E-Mail Communications
          • Email Settings
            • Email Settings for this User
          • Sending Emails
            • Tenant, Owner, and Vendor Emails and Preferences
            • Emailing Statements
            • Emailing a Newsletter in HTML format
        • Loan Management
          • Enter New and Existing Loans
          • Posting Loan Transactions and Payments
          • Amortization Schedules
        • Lockbox Payments
          • Import from Lockbox
          • Process Lockbox Transactions
        • Postal Service
          • Postal Service Order Website
        • Prospect CRM
        • Requisitioning HDSupply
          • Vendor Setup
          • Requisition Navigator
          • Basic Requisitioning Steps
        • Utility Billing
          • Defining a Utility
          • Defining Meters for Properties or Units
          • Importing Meter Readings
        • Virtual Assistant
        • Web Services and Auto-Synchronization
          • Use Web Services - Standalone
          • Use Web Services - Network
          • How to use Web List Graphic and Text
    • Tools
      • Backup and Restore the Database
      • Database Utilities
      • Language Translation
        • Entering Global Translations
        • Translating a Specific Window, Report, or Object
      • Link Media and Transactions
      • PayLease NSF/Returns Window
    • Letters
      • Creating a Letter
      • Associating Transactions and Properties to Letters
      • Printing Letters
      • Defining Additional Merge Fields
      • Edit an Existing Letter
      • Exporting Merge Files to Microsoft Word
  • Transactions and FAQs
    • Entering Transactions
      • Adding Media to Transactions
      • Applying a Transaction
      • Edit the Applied Amount of a Transaction
      • Changing Rent Posting Dates
      • Viewing Transaction History
      • Corrections to Transactions (Delete, Void, Reverse)
    • Late Fees: Setup and Use
      • Defining Late Fees
      • Initial Chg Only
      • Initial plus Daily Chg
      • Initial plus Daily Chg Summarized
      • Initial and/or Monthly Chg
      • Initial and/or Specific Days Chg
      • Monthly Chg on Billing Day
      • Use Ranges: Initial Only
      • Use Ranges: Initial plus Daily
      • Use Ranges: Initial plus Every Month
    • Handling Lease Transactions
    • Handling Security Deposits
    • Handling Security Deposit Interest
    • Handling Insufficient Funds Transactions
    • Handling Write Off Transactions
    • Handling Maintenance Charges
    • Handling Note Transactions
    • Handling Subsidy Over-Payments
    • Posting Prepaid Rent
    • Posting Vendor Credits and Refunds
    • Property Revenue Transactions
    • Property Management Revenue
    • Distribute CAM Charges or Bills to Multiple Leases
  • Tax Codes: Setup and Use
    • Sales Tax Example
    • How Taxes Transfer to QuickBooks
  • Web Portals: Use and Registration
    • Application Web Portal
    • Payment Web Portal
    • Prospect/Search Homes Web Portal
    • Web Portals: Issues and Troubleshooting
  • Internet Listing Services: RHP & Others
    • Rental Home Pros
    • Managing which Properties to Advertise
  • Interfacing to other Accounting Packages
  • QuickBooks Integration Guide and FAQs
    • Interface: Overview
      • Transactions Overview - Accrual Method
      • Transactions Overview - Cash Method
    • QuickBooks Starting Balances and FAQs
      • PropertyBoss Setup: Required Steps
      • QuickBooks Step 1: Enter Starting Balances
      • QuickBooks Step 2: Verifying Starting Balances
      • PropertyBoss: Final Steps
    • PropertyBoss Interface and Retrieve Data
    • PropertyBoss: Define the Transaction Set
      • Understanding QuickBooks Objects
      • Setting Up the Transaction Set - Accrual Interface
      • Setting Up the Transaction Set - Cash Interface
    • Sending Transactions to QuickBooks
      • Central Office Initial Setup & Daily Use
      • Remote Site Initial Setup & Daily Use
    • Reviewing Transactions sent to QuickBooks
    • Convert from Accrual to Cash Accounting
    • Convert from Cash to Accrual Accounting
    • Reconciling QuickBooks with PropertyBoss
    • QuickBooks Deposit Slips
  • Installation / System Requirements and FAQs
    • Single User Install & Upgrade
    • Network: Install/Upgrade/Backup
    • PropertyHost: Install and Access
      • PropertyHost: Adding Users
      • PropertyHost: Media & Java Issue
      • PropertyHost: Reports Excel Export
    • Creating a New Database
    • Restore A Database: Network Version
    • Check In and Check Out of Databases
    • Database in Test Mode
    • Advanced Installation Troubleshooting
  • Implementation Guide
    • Standard Data Entry
      • Step 1: Determine PropertyBoss Go-Live Date
      • Step 2: Refine Database-Wide Preferences
      • Step 3: Update Master Transaction List
      • Step 4: Setup Property Management Structure
        • Part 4A: Setup Owners
        • Part 4B: Setup Properties and Units
        • Part 4C: Setup Existing Leases and Tenants
        • Part 4D: Setup or Import Vendors
      • Step 5: Enter Starting Balances and Security Deposits
        • Part 5A: Enter Existing Security Deposits
        • Part 5B: Enter Tenant Starting Balances
        • Part 5C: Enter Owner Starting Balances
      • Step 6: Verify all Startup Data before Go-Live
      • Beyond Basic Implementation: The Next Steps
    • Excel Import
      • Step 1: Review the Standard Entry Guide
      • Step 2: Download Industry Specific Import Template
      • Step 3: Enter Data in the Import Template
        • Part 3A: Owner Data Tab
        • Part 3B: Property-Unit Data Tab
        • Part 3C: Contact Data Tab
        • Part 3D: Lease Data Tab
      • Step 4: Import Property Management Structure Data
      • Step 5: Import Existing Security Deposits
      • Step 6: Import Tenant Starting Balances
      • Step 7: Import Owner Starting Balances
      • Step 8: Recalculate All Amounts
      • Owner Import Field Map
      • Property-Unit Import Field Map
      • Contact Import Field Map
      • Lease Import Field Map
      • Vendor Import Field Map
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