USER INTERFACE: Getting around VMS
The Ribbon
Interface Styles
Property List
The User Panel
Account Information
Account List
iXpert Options
Tasks
User Reports
Render a Report from within an Account
Queue Tasks tab
Property / Community Tab
VMS
Digital Attachment
User Tools and the Quick Access Toolbar
UI: Tips or Tricks
CLASS ONE: Employee, Master Information and Chart of Accounts
Employee Management
Linking Properties to an Employee
Setting up Security Rights
Application Definitions
Program Defaults
Bank Setup
Lockbox
Linked Properties
Options
Location Setup
Codes Setup
Vendor Setup
CLASS TWO: Property Setup, GL, AP, AR and Coupon Setup
CLASS ONE Review
Property Setup
Accounting
General Ledger
Create Master Template
How to use VMSImport: Chart of Accounts
Chart of Accounts: Link Bank
AP Setup
AR Setup
Information
Posting Codes
Coupon Setup
How to use VMSImport: Vendors
Create Sample Property
How to use VMSImport: Units / Accounts
CLASS THREE: Unit and Account Management
Unit Maintenance
New Account
Account
Contacts
Account Detail
ACH
Billing
Notes
Lease Information
CLASS FOUR: AR Billing and Account Maintenance Group
Property Setup: Community Billing
Unit Billing
Account Maintenance Group
AR Billing
How to Process Billing
AR Adjustments
AR Void
AR Batch Void
AR Refund
ACH
Lockbox
Class 4: Tips or Tricks
CLASS FIVE: Delinquency Control
Merge Letter: Collection templates
Setup iXpert Delinquency Batch Management
Setup Delinquency Control
How to Setup a Delinquency Cycle
How to Use Delinquency Control
Maintaining Delinquency Records
Delinquency Information
Payment Plan Schedule
Class 5: Tips or Tricks
CLASS SIX: AP
Check Template
Property Setup
Vendor Maintenance
How to create a Voucher
How to create a Batch
How to Print Checks
How to make a Partial Payment
How to Discount remaining balance
Memorized Recurring Vouchers
Other Features in AP Maintenance
Class 6: Tips or Tricks
CLASS SEVEN: GL, Budget, Banking, Coupon Maintenance, Closing
General Ledger
Inquiry
Journal Entry
Memorized
Batch
Budget
Banking
Reconciliation
Auto Reconciliation
Un-Reconcile
Banking: Advanced Features
Banking Task Events
Banking: Account Balances
Banking: Account Transactions / Check Images
Banking: Account Transfers
Banking: Account Statements
Coupon/Statements
Options
How to process Coupons
Maintenance Coupons
Annual Coupons
How to Process Statements
EOM Closing
Processing EOM Closing
EOY Processes
Managing EOY
Processing EOY Closing
Class 7: Tips or Tricks
CLASS EIGHT: Setting up a Property - Start to Finish
Setting up a Property from Start to Finish
CLASS NINE: Report Generator and FileFusion
Group Definition
Report Generator
Preview, Print or Export a Report
Add a Report to the Queue
Using the Queue Tasks tab
Managing PDF Reports
FileFusion
How to Create a FileFusion Report Group
How to Process a FileFusion Report Group
CLASS TEN: Compliance
Merge Letter: Compliance templates
Setup iXpert Compliance Batch Management
Setting Up Compliance Process
Property Compliance Maintenance
Account Compliance Maintenance
How to add Notes / Pictures
Architectural
Mobile Compliance
How to Setup Mobile Compliance
Using Mobile Compliance
Class 10: Tips or Tricks
CLASS ELEVEN: VMS Web Portal
Setup Website
Web Groups
Web Forms
How to Define a Property Portal
Additional Web Access Definitions
Other Web Features
VMS Web Portal
CLASS TWELVE: Other Useful Applications
Work Order
Setup and Add AP Items
Enter a Common Area Work Order
Enter a Unit / Account Work Order
How to Print or Email a Work Order
How to Turn a Work Order into a Payable
iXpert
How to use Batch Management
How to do Research
Emails
Blast Emails
Account Emails
Emailing Reports
Task Management
Scheduler
How to Add an Event
Appendix
Coupon PIF
Property Metadata