Contents
Index
Search 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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Copyright © 2014
PropertyBoss Solutions, LLC.
All Rights Reserved.
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