<< Click to Display Table of Contents >> Navigation:  CLASS TWO: Property Setup, GL, AP, AR and Coupon Setup > CLASS ONE Review

Review of CLASS ONE data entry

 

I. Setup Employees in SETUP | Configuration Group | Employee Management application

a. Link employee to properties

b. Select Rights to different applications within the system

 

II. Setup a Bank in SETUP | Configuration Group | Program Defaults | Bank

a. Setup the Lockbox information to process files within the system

b. Link the bank to the properties that use them

c. Setup the options to allow the system to create ACH files and use the Queue

 

III. Setup the Location(s) in SETUP | Configuration Group | Program Defaults | Locations

 

IV. Setup Codes in SETUP | Configuration Group | Program Defaults | Codes to use within the system

 

V. Setup the Vendors in SETUP | Configuration Group | Program Defaults | Vendors

a. Enter any Insurance information provided by the vendor

b. Link the vendor to the properties that use them