Mini-Storage Personal Accountant
Facility Configuration - Part 2

 

After initializing the files, the next step is to enter the Unit Type information. This information incudes unit size, door size, monthly rent, annual rent, etc. This information will be used when the actual units are added. Type codes should be assigned for each size and/or priced unit or parking space in your facility. This will allow you to generate rental statistics, change prices on all units of a specific type, and identify appropriate vacant unit types.

Unit Type Editing Screen


After entering all Unit Types, the next step is to add the unit numbers in your facility. You do not have to use the building field but if you do you must use for all units.

This can be done by a range of numbers if all units within the range are of the same Unit Type. Information regarding unit size, description, and rates are automatically updated.

Add/Delete Units Screen


On the same screen , the beginning balances for all rented units are also entered. First you must check the rented box and using the arrow keys or your mouse pointer, enter the Tenant Name, Entry Date, Deposit Amount, and Balance. The Balance is entered as a positive number for tenants who owe rent and as a negative number for tenants that are prepaid.

Entering Balances on the Add/Delete Units Screen


After all balances are correct, simply click the Finish button. Please note that you cannot return to this option once you have finished the Setup Wizard. You must either restart the entire setup process or use the Rental and Vacate features and/or use either Debit Memos or Credit Memos to adjust tenant balances.

You are now ready to use the system. All other tenant information is entered in the Unit Details screen.

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