Setting Up Registers

There are 6 common register types that most agencies will need: tenant accounts receivable (TAR) register, security deposit register, pet deposit register, collection loss register, revolving account register (promissory note, retro rent, repayment), and escrow register.

On the Main Menu screen click SETUP. On the Receivables Setup screen that appears, select the General Settings, Developments, Units tab and then click REGISTERS. The Browse Registers screen appears with all registers displayed in a table.

Click

on the toolbar. The Add Register Wizard is initiated.

Select the appropriate account type to which the transactions you want to track are associated.

This is your agency-defined list of account types, which you maintain in the Setup area of the program. See "Setting Up Account Types"

Enter the register name, such as “Monthly Rental Register,” and click START to continue.

Select either an existing column format from the drop-down list, or choose “New” as the column format and enter the new column format description (such as “TAR format” or “A”).

Caution! If you are using an existing column format, please remember that it is a shared format and any changes made to it will affect all registers that use the format.

Click NEXT to continue, review and confirm the information you have set up, and then click FINISH to create the register. The Browse Registers screen appears again with the newly created register displayed at the bottom of the registers table.

Select the register you just created and click

on the toolbar and select “Edit” from the menu that appears. The Maintain Register screen opens.

Click

on the toolbar. The Add Register Transactions screen displays.

Note: You add transaction details to a register by adding them as columns. You are limited to 14 columns per register.

Enter the heading name for the column and then select the action, or transaction type, associated with the column heading from the drop-down list.

This is your agency-defined list of transaction types, which you maintain in the Setup area of the program. See "Setting Up Transaction Types"

10.

Click OK to save and apply your changes. Or, click ADD ANOTHER to clear the screen for another entry.

11.

Repeat until all necessary transactions/columns have been created.

Hint: To edit details of an existing register, use on the toolbar of the Browse Registers screen. To edit the register name, or to change the register’s column format, select “Register” from the menu that appears after clicking the icon; the Edit Register Wizard is initiated where you can modify those details. To edit the register’s column details, select “Edit;” the Maintain Register screen appears where you can select the column you want to modify.

Example: Accounts Receivable (AR) Register

Example: Revolving Account Register

Example: Escrow Account Register