• 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