• 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
  • User Tools and the Quick Access Toolbar
  • Digital Attachment
  • UI: Tips or Tricks
• CLASS ONE: Employee Management and Program Defaults
  • Employee Management
    • Linking Properties to an Employee
    • Setting up Security Rights
    • Application Definitions
  • Employee Role Management
  • Program Defaults
    • Account Types
      • Compliance
      • Bankruptcy
      • Future Owner
    • Bank
      • Lockbox
      • Linked Properties
      • Options
    • Codes
    • Location
    • Vendor
      • Information
      • Compliance
      • Insurance
      • Interfaces
      • Linked Properties
      • Merging Vendors
• CLASS TWO: Property Setup
  • CLASS ONE Review
  • Create Master Template
  • Property Setup
    • Accounting
      • GL
        • Information
        • Chart of Accounts
        • Departments
    • Coupon
    • AP Setup
    • AR Setup
      • Information
      • Posting Codes
    • Metadata
  • VMSImport
    • Import Units / Residents
    • Import Vendors
    • Import Chart of Accounts
• CLASS THREE: Account, New Account and Unit Maintenance
  • Unit Maintenance
    • Add a New Unit
    • Delete Unit
    • Move Unit
    • Move Resident Into Unit
    • Move Resident to Sub-account
    • Group Units by Communities in a Property
  • New Account
    • Add New Account to Existing Unit
    • Add New Account and Add New Unit
    • Prior Account vs New Account
    • Billing
    • Lease Information
    • Transaction
    • Posting the New Account
  • Account
    • Contacts
      • Contact Information
      • Notifications
      • Telephone
      • Web
    • Accounts
      • Add/Create a Sub-Account
      • Make a Prior Owner Active Again
      • Make a Sub-Account Inactive
    • Account Detail
    • ACH
    • Billing
    • Billing Options
    • Delinquency Control
      • Delinquency
        • Information
        • Schedule: Setup and Manage a Payment Plan
      • Recreate a Delinquency Letter
    • Lease Information
    • Metadata
    • Notes
      • Viewing Notes
      • Add a Note
      • Delete a Note
      • Move a Note
      • Assign a Note as a Task
    • Registration
      • Browse Registration Records
      • Delete a Registration Record
    • Visitor
    • Work Order
      • Add a New Work Order
      • Work Order Notes
      • Work Order Tasks
      • Print and Email Work Orders
      • Closing a Work Order
      • Pay a Work Order
      • Work Order Reports
• CLASS FOUR: Account Maintenance Group and Coupon Maintenace
  • Billing Setup
  • Account Maintenance Group
    • AR Billing
    • AR Adjustments
    • AR Void
    • AR Batch Void
    • AR Refund
    • ACH
    • Lockbox
    • Class 4: Tips or Tricks
  • Coupon/Statements
    • Options
    • How to process Coupons
      • Maintenance Coupons
      • Annual Coupons
    • How to Process Statements
• CLASS FIVE: General Ledger
  • Inquiry
  • Journal Entry
    • Enter a Journal Entry
    • Add a Memorized Journal Entry
    • Add a Reverse Journal Entry
    • Import a Journal Entry
  • Batch
    • Standard
    • Reverse
  • Memorized
    • Maintain a Memorized Journal Entry
    • Add a Memorized Journal Entry
  • Budget
    • Add a Budget
    • Modify and Finalize a Budget
    • Budget Tips
  • EOY Closing
    • Automatic Method
    • Manual Method
    • EOY Checklist
  • EOM Closing
    • How to process EOM Closing
    • EOM Checklist and Best Practices
    • EOM Closing Report
  • Banking
    • Reconciliation
    • Auto Reconciliation
    • Un-Reconcile
    • Banking Tips
  • Banking: Advanced Features
    • Banking Task Events
    • Banking: Account Balances
    • Banking: Account Transactions / Check Images
    • Banking: Account Transfers
    • Banking: Account Statements
• CLASS SIX: 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 SEVEN: Accounts Payable
  • Check Template
  • Property Setup
  • Vendor Maintenance
  • How to create a Voucher
  • How to print checks
  • How to discount remaining balance
  • How to make a partial payment
  • How to void a payment
  • How to create an AP Batch
  • Memorized Recurring Vouchers
  • Other Features in AP Maintenance
  • Class 6: 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
  • Report Generator
    • Preview, Print or Export a Report
    • Add a Report to the Queue
    • Using the Queue Tasks tab
    • Managing PDF Reports
  • Group Definition
    • Add a report group
    • Add reports to a report group
    • Add report parameters
  • FileFusion
    • Create a FileFusion Report Group
    • Process a FileFusion Report Group
• CLASS TEN: Compliance and Architectural
  • 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
    • Setup
    • Screen Layout
    • Add an Architectural
    • Manage an Architectural
  • Class 10: Tips or Tricks
• CLASS ELEVEN: VMSClientConnect and VMSMobile
  • Setup Website
    • General Definitions
    • Splash Screen Definitions
  • Web Groups
  • Web Forms
  • Define a Property Portal
    • Additional Access Definitions
  • Resident Portal
    • Property Summary
    • Account View
    • Calendar
    • Documents
    • FAQ
    • Notes
    • Reports
    • Survey
  • VMSMobile Compliance
    • How to Setup Mobile Compliance
    • Using Mobile Compliance
• 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
    • iXpert Batch
    • iXpert Research
      • Export data for a property
      • Researching AP and GL Entries
  • Emails
    • Blast Email
    • Account Emails
    • Emailing Reports
  • Tasks
  • Scheduler
    • How to Add an Event
  • Property Note
• Appendix
  • Record Column Values
  • Coupon PIF
  • Merge Tokens
  • Property Metadata Values
  • Stored Procedures