General Topics
27 Articles
- A Typical Month – Rental
- Category Examples
- Company Books
- Merge Letter
- Payroll Checks
- Purge – Version 6
- Purge – Version 12
- Set Up a Loan
- Spellcheck
- State Requirements
- Switches
- Send Us Your Data
- Rental Getting Acquainted – V12
- Rental Startup
- Import Email Addresses into Outlook
- System Security
- Budgets
- Zip Code Table
- History Filters
- Adjust Printing
- Export Utilities
- Document Tracking
- Definitions
- Profile Search
- Work Orders
- Maintenance Module-Assets
- Journal Entries-when and how to use
How-To PDF Documents
210 Articles
- How to Run the PROMAS Audit
- Owner Distribution Checks
- Fees-How they work
- Advanced Training-Reports
- Bank Reconciliation-Beginning Balance Discrepancy
- Edit a Deposit – Version 12
- Create Report Letter
- Set up a Tax
- Check Signature
- Advanced Training-All About Statements
- Advanced Training-Notes, Event Reminders, Switches
- Advanced Training-Publishing
- Advanced Training-Modify Reports
- Tenant Moveout
- 01-How To PDF Index
- Change Font Size in Cloud Hosting
- Tax Reporting Webinar
- All About Security Deposits
- System Security
- Deposit to Wrong Bank
- Bank Account Setup
- Budgets
- Zip Code Table
- Multiple Tenants in Unit
- Database Settings
- History Filters
- Adjust Printing
- Reprint Check
- Recurring Transfer
- Charge an Owner
- Export Utilities
- Document Tracking
- Definitions
- Profile Search
- Posting Table
- General Ledger History
- Arizona-Create Tax Report and Spreadsheet Export File
- Work Orders
- Maintenance Module-Assets
- Security Deposit Refund and Re-do a Security Deposit Refund
- All About The General Ledger
- Event Reminders
- Journal Entries-when and how to use
- Letters
- Notes
- Scheduled Journal Entries
- Rent Changes
- Single Check
- Base and Distribution Reserves
- Tenant Refund – Stop Payment
- Void a Cleared Check in Version 12
- Substitute 1099
- Corrected 1099 Electronic File
- Add Fields to a Report
- Processing Defaults
- Environment Options
- Management Fees Setup
- Late Fee Setup and Charge
- A Typical Month – Rental
- Category Examples
- Company Books
- Correcting a Payment Recorded in Error
- Merge Letter
- Payments-Recording and Depositing
- Payroll Checks
- Purge – Version 6
- Purge – Version 12
- Set Up a Loan
- Spellcheck
- State Requirements
- Switches
- Change a Charge – Void, Reverse, Edit
- Invoice Check to Wrong Ledger, Bill Code
- Void Uncleared Initialize Account Check
- Void an ACH
- NSF a Receipt and Void an NSF
- Rent and Security Deposit-1 check for 2 banks
- Batch Tenant Receipts/Lockbox Receipt Processing
- DebitACH
- NSF – Check and Cash in One Receipt
- NSF – Receipt from Old Program
- Rent Received in Advance
- Tenant Payment
- Collection/Legal Fees
- Move out a Tenant/Stop Rent Charge
- Rent Credit for Tenant
- Rent Discount (Early Payment)
- Rent Increase
- Rent Refund
- Seasonal Rent
- Applicant Tracking
- Apply Open Credits
- Bad Debt Writeoff
- HUD Tenant
- Late Fees – Charge and Send Notices
- Move Tenant to New Unit
- Rent – Charge Each Month
- Security Deposit Interest/Refund
- Security Deposit Held by Owner
- Tenant Statement
- ACH – Automatic Check Handling
- Invoice Checks
- Mortage and HOA Payments (Recurring Checks)
- Recurring Check – Different Amount Each Time
- Owner Distribution Check
- Multiple Security Deposit Bank Accounts
- Use Security Deposit to Pay Bills
- Bank Error
- Changing Bank Accounts
- Deposit Funds to Bank Account
- Bank Account-Reconcile and Correct Errors
- Trust Account Three-Way Reconciliation – Version 6
- Using a Pass-Through Bank Account
- Change Unit Ownership to a Property
- Initialize Owner Balances
- Leasing Fee – How to take
- Management Loan to Owner
- Owner Statements
- Set Aside Owner Funds for Future Use
- Set Up Property
- Transfer Ownership of Unit
- HeroPM – Setting Up Internet Publishing
- Arizona Tax on Rent
- CA Non Resident Withholding
- Foreign Investor Withholding
- Hawaii Tax
- Tax on Management Fees
- Pay Vendors by Credit Card
- Pay Vendors by Bank Draft
- Pay Vendors Electronically
- Vendor Refund
- Application Fees
- Commercial
- Commission To Third Party
- Lease Only – Rent, SD, Lease Fee
- Management Fees – Adjusting
- Management Fees – Collecting
- Management Fees – Print Check For
- Management Fees Credited to Wrong Management Group
- Temporary Use of SD Funds
- When You Are No Longer Managing a Property
- Trust Account Three-Way Reconciliation – Version 12
- AZ – Export for State License
- Running Reports in V12
- Backup + Restore in Version 12
- Bank Balance Breakdown Version 12
- Email Documents
- Export to Rental Version 12
- Owner Statements – Email Only
- Error Messages – Setting Up Email in Internet Publishing
- Internet Publishing How to Generate or Regenerate Owner Statements
- Hero PM Owner Setup
- HeroPM Annual Statements in Version 6
- HeroPM – Annual Statements Version 12
- HeroPM – How to Set Up Owner Email Notification
- HeroPM – How to Publish Statements
- HeroPM Statement Notifications to Owners
- Network Setup – Version 12
- Network Troubleshooting – Version 6
- TIN Matching
- Add a New Computer – Association
- Download How To – Version 12
- Send Us Your Data
- Copying Files From the Cloud
- Rental Startup
- A Typical Month – Association
- Account Sections
- Correcting a Payment Recorded in Error
- Deposit Funds to Bank Account
- Initialize Association Balances
- Invoice Checks – Payments to Vendors
- Mail Merge Letters
- Payroll Checks
- Reconcile a Bank Statement
- Reconcile Bank Statement First Time
- Recurring Checks
- Transferring Money To/From Reserve Account
- Void a Cleared Check
- Add a New Member
- Apply Open Credits
- Bad Debt Writeoff
- Batch Receipts (Lockbox file) in Association
- Change a Charge in Association Program
- Fees – Charge Each Month (Quarter)
- Late Fees Charge
- Member Payment
- Payment Received in Advance
- Unit Changes Ownership
- NSF a Receipt
- Import Email Addresses into Outlook
- Last Month’s Rent
- Security Deposit – Partial Release
- Tenant Payments Online into New Bank Account
- Correct Paper 1099
- Cloud Hosting Backup to a Local Computer
- Statements Keeping Owners Happy
- Setup Statements
- Setup Fees
- Setup Environment Options
- Setup Codes
- SD Receive Release Refund
- Prorated Rent
- Invoice Check Vendor History
- Training Help
- Ways to Hold Owner Funds
- Modifying and Tweaking Reports
- Creating and Modifying Reports
- Best Practices Guide for Version 12
- Association Getting Started
- 1099 Reporting in Version 12
Correcting/Voiding
11 Articles
- Correcting a Payment Recorded in Error
- Change a Charge – Void, Reverse, Edit
- Invoice Check to Wrong Ledger, Bill Code
- Void Uncleared Initialize Account Check
- Void an ACH
- NSF a Receipt and Void an NSF
- Bank Account-Reconcile and Correct Errors
- Management Fees – Adjusting
- Change a Charge in Association Program
- Bank Reconciliation-Beginning Balance Discrepancy
- Reprint Check
Management Topics
40 Articles
- Company Books
- Merge Letter
- State Requirements
- Batch Tenant Receipts/Lockbox Receipt Processing
- Collection/Legal Fees
- Rent Increase
- Bank Account-Reconcile and Correct Errors
- Leasing Fee – How to take
- Management Loan to Owner
- HeroPM – Setting Up Internet Publishing
- Arizona Tax on Rent
- CA Non Resident Withholding
- Foreign Investor Withholding
- Hawaii Tax
- Tax on Management Fees
- Application Fees
- Commercial
- Commission To Third Party
- Lease Only – Rent, SD, Lease Fee
- Management Fees – Adjusting
- Management Fees – Collecting
- Management Fees – Print Check For
- Management Fees Credited to Wrong Management Group
- Temporary Use of SD Funds
- When You Are No Longer Managing a Property
- Setup Fees
- System Security
- Budgets
- Database Settings
- Recurring Transfer
- Charge an Owner
- Export Utilities
- Document Tracking
- Work Orders
- Maintenance Module-Assets
- Event Reminders
- Journal Entries-when and how to use
- Letters
- Notes
- Scheduled Journal Entries
Receipts Topics
14 Articles
- Correcting a Payment Recorded in Error
- Payments-Recording and Depositing
- Rent and Security Deposit-1 check for 2 banks
- Batch Tenant Receipts/Lockbox Receipt Processing
- DebitACH
- NSF – Check and Cash in One Receipt
- NSF – Receipt from Old Program
- Rent Received in Advance
- Tenant Payment
- HUD Tenant
- NSF a Receipt
- Tenant Payments Online into New Bank Account
- Edit a Deposit – Version 12
- Deposit to Wrong Bank
Rent Topics
13 Articles
Tenant Topics
36 Articles
- Change a Charge – Void, Reverse, Edit
- NSF a Receipt and Void an NSF
- Rent and Security Deposit-1 check for 2 banks
- Batch Tenant Receipts/Lockbox Receipt Processing
- NSF – Check and Cash in One Receipt
- NSF – Receipt from Old Program
- Rent Received in Advance
- Tenant Payment
- Move out a Tenant/Stop Rent Charge
- Rent Credit for Tenant
- Rent Discount (Early Payment)
- Rent Increase
- Rent Refund
- Applicant Tracking
- Apply Open Credits
- Bad Debt Writeoff
- HUD Tenant
- Late Fees – Charge and Send Notices
- Move Tenant to New Unit
- Rent – Charge Each Month
- Security Deposit Interest/Refund
- Security Deposit Held by Owner
- Tenant Statement
- Temporary Use of SD Funds
- NSF a Receipt
- Last Month’s Rent
- Tenant Payments Online into New Bank Account
- Setup Fees
- SD Receive Release Refund
- Security Deposit – Partial Release
- Prorated Rent
- First Month’s Rent
- Tenant Moveout
- All About Security Deposits
- Multiple Tenants in Unit
- Security Deposit Refund and Re-do a Security Deposit Refund
Check topics
16 Articles
- Payroll Checks
- Invoice Check to Wrong Ledger, Bill Code
- Void Uncleared Initialize Account Check
- ACH – Automatic Check Handling
- Invoice Checks
- Mortage and HOA Payments (Recurring Checks)
- Recurring Check – Different Amount Each Time
- Owner Distribution Check
- Check Signature
- Accounts Payable Webinar
- Bank Account Setup
- Adjust Printing
- Reprint Check
- Single Check
- Base and Distribution Reserves
- Void a Cleared Check in Version 12
Security Deposit Topics
10 Articles
- Security Deposit Interest/Refund
- Security Deposit Held by Owner
- Multiple Security Deposit Bank Accounts
- Use Security Deposit to Pay Bills
- Security Deposit – Partial Release
- SD Receive Release Refund
- Tenant Moveout
- All About Security Deposits
- Security Deposit Refund and Re-do a Security Deposit Refund
- Tenant Refund – Stop Payment
Bank Topics
19 Articles
- Payments-Recording and Depositing
- Void an ACH
- NSF a Receipt and Void an NSF
- Rent and Security Deposit-1 check for 2 banks
- Multiple Security Deposit Bank Accounts
- Bank Error
- Changing Bank Accounts
- Deposit Funds to Bank Account
- Bank Account-Reconcile and Correct Errors
- Trust Account Three-Way Reconciliation – Version 6
- Using a Pass-Through Bank Account
- Trust Account Three-Way Reconciliation – Version 12
- Bank Balance Breakdown Version 12
- Tenant Payments Online into New Bank Account
- Bank Reconciliation-Beginning Balance Discrepancy
- Edit a Deposit – Version 12
- Deposit to Wrong Bank
- Bank Account Setup
- Void a Cleared Check in Version 12
Owner Topics
27 Articles
- Void an ACH
- Bad Debt Writeoff
- ACH – Automatic Check Handling
- Mortage and HOA Payments (Recurring Checks)
- Owner Distribution Check
- Change Unit Ownership to a Property
- Initialize Owner Balances
- Leasing Fee – How to take
- Management Loan to Owner
- Owner Statements
- Set Aside Owner Funds for Future Use
- Set Up Property
- HeroPM – Setting Up Internet Publishing
- When You Are No Longer Managing a Property
- Hero PM Owner Setup
- HeroPM – How to Set Up Owner Email Notification
- Transfer Ownership of Unit
- Statements Keeping Owners Happy
- Setup Statements
- Ways to Hold Owner Funds
- Owner Distribution Checks
- Budgets
- Recurring Transfer
- Charge an Owner
- General Ledger History
- Scheduled Journal Entries
- Base and Distribution Reserves
Tax on Rent Related
8 Articles
Vendor Topics
9 Articles
Audit Topics
3 Articles
1099 Processing
10 Articles
Version 12 Report Topics
10 Articles
Version 12 Other Topics
11 Articles
- Purge – Version 12
- Trust Account Three-Way Reconciliation – Version 12
- AZ – Export for State License
- Backup + Restore in Version 12
- Email Documents
- Export to Rental Version 12
- Owner Statements – Email Only
- Error Messages – Setting Up Email in Internet Publishing
- Download How To – Version 12
- Database Settings
- History Filters
Integrate with HeroPM (PROMAS Central)
13 Articles
- HeroPM – Setting Up Internet Publishing
- Email Documents
- Owner Statements – Email Only
- Error Messages – Setting Up Email in Internet Publishing
- Internet Publishing How to Generate or Regenerate Owner Statements
- Hero PM Owner Setup
- HeroPM Annual Statements in Version 6
- HeroPM – Annual Statements Version 12
- HeroPM – How to Set Up Owner Email Notification
- HeroPM – How to Publish Statements
- HeroPM Statement Notifications to Owners
- Disable Proxy Server Setting
- Advanced Training-Publishing
Network Related
9 Articles
Cloud Specific
5 Articles
Setup
19 Articles
- Set Up a Loan
- Initialize Owner Balances
- Rental Startup
- Setup Statements
- Setup Fees
- Setup Codes
- Set up a Tax
- Advanced Training-All About Statements
- Bank Account Setup
- Budgets
- Zip Code Table
- Multiple Tenants in Unit
- Database Settings
- Posting Table
- Notes
- Processing Defaults
- Environment Options
- Management Fees Setup
- Late Fee Setup and Charge
Internet Publishing
12 Articles
- HeroPM – Setting Up Internet Publishing
- Email Documents
- Owner Statements – Email Only
- Error Messages – Setting Up Email in Internet Publishing
- Internet Publishing How to Generate or Regenerate Owner Statements
- Hero PM Owner Setup
- HeroPM Annual Statements in Version 6
- HeroPM – Annual Statements Version 12
- HeroPM – How to Set Up Owner Email Notification
- HeroPM – How to Publish Statements
- HeroPM Statement Notifications to Owners
- Advanced Training-Publishing
Association Topics
27 Articles
- Add a New Computer – Association
- A Typical Month – Association
- Account Sections
- Correcting a Payment Recorded in Error
- Deposit Funds to Bank Account
- Initialize Association Balances
- Invoice Checks – Payments to Vendors
- Mail Merge Letters
- Payroll Checks
- Reconcile a Bank Statement
- Reconcile Bank Statement First Time
- Recurring Checks
- Transferring Money To/From Reserve Account
- Void a Cleared Check
- Violations / Deed Restrictions
- Add a New Member
- Apply Open Credits
- Bad Debt Writeoff
- Batch Receipts (Lockbox file) in Association
- Change a Charge in Association Program
- Fees – Charge Each Month (Quarter)
- Late Fees Charge
- Member Payment
- Payment Received in Advance
- Unit Changes Ownership
- Association Getting Started
- 1099 Reporting in Association
Member Topics
9 Articles
Videos / Webinars
18 Articles
- TIN Matching
- Security Deposit – Partial Release
- Setup Fees
- SD Receive Release Refund
- Prorated Rent
- Invoice Check Vendor History
- 1099 Reporting in Version 12
- Fees-How they work
- Tax Reporting Webinar
- All About Security Deposits
- Accounts Payable Webinar
- General Ledger History
- Accounts Receivable Webinar
- All About The General Ledger
- Letters
- Single Check
- Management Fees Setup
- Late Fee Setup and Charge
For Computer Techs
11 Articles
- Add a New Computer Version 6
- Network Setup – Version 6
- Network Setup – Version 6 New Workstation
- Network Setup – Version 12
- Network Initialization Failed – Version 6
- Network Troubleshooting – Version 6
- Add a New Computer – Association
- Recommended Patches for Windows Operating Systems
- Recommended Hardware for Version 12
- Network Guidelines – Backups
- Best Practices Guide for Version 12