The Codes tab is used to define codes that are essential to customizing VMS for your property management company. These codes are used through different areas of the software, usually where a drop-down menu is used to select from a list of several options.
The Codes setup is accessed through SETUP | Configuration Group | Program Defaults | Codes.
How to add a code:
1. Select the Program Area in which the new code is needed.
2. Scroll down to the bottom of the list and put the cursor in the next available blank row.
3. Enter the name of your new code and any other pertinent information that goes along with it.
Each Class will identify the common Program Areas that need to be managed as a prerequisite in the class outline.
Class 1 uses the following Program Areas:
GL Category: Used when modifying the imported or manually entered Chart of Accounts: SETUP | Property Group | Property Setup | Accounting | GL | Chart of Account. A category is used to group similar COA entries on the financial reports for subtotaling purposes.
Vendor Type: Used when modifying the imported or manually entered vendors: SETUP | Configuration Group | Program Defaults | Vendor.
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As with all Program Area defined codes, if you do not want an item in the list, do not clear the data within the row. The row will still exist, but it will create a blank entry selection when using the list in the software. Delete a row by right-clicking on the row and selecting Delete Code. |
