Setup Outline

Below is the recommended order of steps for an efficient and thorough setup of your Tenant Accounts Receivable program. Click the links to access the related topics.

1. Set up bank accounts
2. Set up payment types
3. Set up development basic information
4. Set up offices
5. Set up cash drawers
6. Set up transaction types
7. Set up account types
8. Map development accounts
9. Map transaction types
10. Map income accounts
11. Set up interest profiles
12. Set up interest for accounts
13. Map development information
14. Set up agency and NSF settings
15. Set up policies
16. Set up buildings
17. Set up unit amenities
18. Set up unit activity types
19. Set up unit disability types
20. Set up registers
21. Set up late fee profiles
22. Set up EPFs
23. Set up security deposit profiles
24. Set up refund profiles
25. Set up direct debit profiles
26. Set up employees
27. Set up termination reasons
28. Set up form letter templates
29. Set up management codes

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