The appropriate linking of individual units (residencies) within communities is essential to correct billing.

Field

Description

Street #

Enter the street number for the unit.

Street Name

Enter the street name of the unit.

Unit #

Enter the unit number, if applicable.

City/State/Zip Code

Enter the city, state, and zip code for the unit.

Legal Name

Enter the legal name of the unit

Lot

Enter lot, if applicable.

Block

Enter block, if applicable.

Section

Enter the section the unit exists in, if applicable.

Reference

Enter any reference regarding this unit, if applicable.

Inspection

When doing compliance inspections, the units can be group by an inspection grouping.  Enter the group identifier for each unit and reports and / or the website compliance module will use the entry to group units together.

Parcel

Enter the parcel information for this unit

Prior Acct #

Enter any prior account number, if applicable.

Account #

The current resident account linked to the unit

Billing

Select a builder/developer if the unit will be used a the Builder Billing Unit for any units owned by the builder within a community, otherwise select Resident, which identifies the unit as a resident based unit for billing purposes. This will determine the type of billing (see: Builder - Developer Setup).

Unit Owner

Select a builder/developer if the unit is owned by this type of entity, otherwise select Resident.

Builder Recurring Billing

This drop-down defines the billing matrix used when adding new builder accounts to the unit (see: Community Billing and New Resident).

Resident Recurring Billing

This drop-down defines the billing matrix used when adding new resident accounts to the unit (see: Community Billing and New Resident).

Unit Recurring Billing

This drop-down defines the billing matrix used when billing to ANY account through Accounts Receivable Billing.

Sq Ft

If applicable, enter the square footage amount of the unit; this is used for billing by sq. footage calculations (see: Community Billing).

Unit Value

If applicable, enter the value of the unit; this is used for billing by percentage of unit value purposes (see: Community Billing).

If you select a specific street name using the drop-down menu, the grid will automatically enter the unit information in the new record. The user only needs to enter the street and unit number for the new unit.

The program will use the selected property/community's default city and zip code when adding new units (if defined), otherwise the last unit's city and zip code is used.

The program will set a new unit record's lot to 1 if the block is changed from the last unit entered.