This profile defines a unit and contains information about the ledger, market rent, and fees. In addition it has a Category tab and a Documentation tab.
Each profile must have a Record ID consisting of an ID (short description) field and a Long Description field, which uniquely identifies that profile record.
Every unit is associated with a ledger - either an owner or a property. Mandatory fields are ledger, Mgmt Fee and Address. All others are optional. When a Manager is assigned to a unit you can run reports sorted by and limited to that manager.
There is a Profile Alert field on the Management tab. Entering information in this field will cause it to display each time the unit profile is opened and each time a tenant profile assigned to that unit is opened. To prevent the alert from displaying for the tenants go to Setup>Database Settings. Mark the checkbox: Tenants-Do Not Show Unit Profile Alerts.
Categories assigned on the Categories tab let you add flexibility to the reporting and tracking functionality. The Documentation tab provides a means for attaching and cataloging pictures and documents to a profile.
Taxes tab contains fields that pertain to Arizona reporting for the TPT-2 form.
To change the owner after transactions have been posted, see Changing the Units Ledger.
Buttons on the left:
Ledger Payable History - shows disbursements to the owner from the unit
Site Payable History - shows disbursements from accounts payable with the unit as the Bill To. Includes information on the payee, bill code, amount, due date.
Disbursement History - shows disbursements to the unit
Site Repair History - shows work orders for the unit
Ledger Repair History - shows work orders for all units belonging to the ledger
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