9cac8c26a9
git-svn-id: file:///svn-source/pmgr/branches/invoice_receipt_20090629@296 97e9348a-65ac-dc4b-aefc-98561f571b83
69 lines
2.2 KiB
Plaintext
69 lines
2.2 KiB
Plaintext
N - GATE
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N - ACH / CREDIT CARD PROCESSING
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Y - CREDIT CARD ENTRY
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Y - ACH ENTRY
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P - INVENTORY TRACKING / POS
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Y - UNIT TYPES
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Y - UNIT SIZES
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Y - UNITS
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Y - MOVE IN / OUT
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Y - UNIT TRANSFERS
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Y - LEASE TRACKING (PDF Generation)
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Y - LETTERS (PDF Generation)
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Y - REMINDERS
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Y - MULTIPLE LATE RENT SCHEDULES (Tenant A vs Tenant B)
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Y - ACCOUNTING (assign charges to accounts)
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Y - DETAILED REPORTING (HTML & PDF)
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Y - SITE MAP; HOT CLICKABLE
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P - PROSPECTIVE TENANTS
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Y - MARKETING
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P - RESERVATIONS
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P - MOVE OUT NOTICES
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P - MULTI-SITE (One database, multiple sites)
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Y - GENERATE GEOGRAPHIC MAP OF CUSTOMERS USING GOOGLE!
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- Major advantage here... MapPoint only choice with competitors
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Y - WEB BASED
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Y - CUSTOMER VIEW / MANAGER VIEW
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Y - CUSTOMERS CAN CREATE ACCOUNTS, VIEW HISTORY
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Y - CUSTOMERS CAN SIGN UP FOR AUTO PAY
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----------------------------------------------------------------------
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----------------------------------------------------------------------
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Operations to be functional
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'X' marks functionality sufficiently completed
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X - Create Customer ID/Account
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X - Add Contact information to Customer
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X - Move Customer into Unit
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X - Enter Rent Concessions given
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X - Asses Rent Charges
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X - Asses Late Charges
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X - Asses Security Deposits
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X - Receive and record Checks
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X - Receive and record Money Orders
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X - Receive and record Cash
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X - Receive and record ACH Deposits
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- Reverse rent charges (early moveout on prepaid occupancy)
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- Handle NSF checks
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- Assess NSF Fees
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- Determine Lease Paid-Through status
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- Report: List of customers overdue
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- Flag unit as overlocked
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- Flag unit as evicting
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- Flag unit as normal status
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- Flag unit as dirty
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- Enter notes when communicating with Customer
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- Accept pre-payments
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- NOTE: As a temporary solution, disallow customer to run
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a credit. Require charges be entered first.
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X - Record Customer Move-Out from Unit
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X - Record utilization of Security Deposit
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- Record issuing of a refund
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- Record Deposit into Petty Cash
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- Record Payment from Petty Cash to expenses
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- Record Petty Cash to refund.
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X - Write Off Bad Debt
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X - Perform a Deposit and Close the Books
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