Mini-Storage Personal Accountant
Overview

The Mini-Storage Personal Accountant System has been designed by experienced data processing professionals and Certified Public Accountants who manage a large mini-storage warehouse.

It is designed to run on PC based microcomputer running Windows 95 or later and greatly simplifies many of the day to day operational tasks.

Although the system is simple to operate, it maintains very tight financial control over the operations of mini-storage warehouses that are operated by non-owner management.

Some of the features of the system include:

  • Unit Lookup capability by tenant name, unit number, unit type, as well as vacancies allowing for quick access to facility and/or account information.
  • Rent proration is automatic when renting a unit. A complete lease agreement can be automatically printed. Each unit can be flagged for automatic invoice generation on a monthly, quarterly, or annual basis.
  • Rent proration is also automatic when vacating a unit. A statement summarizing past payment history and final balance due or refund due is printed at vacancy.
  • Transfer a tenant from one unit to another with all of their payment history intact. No need to delete and re-enter all the data.
  • Posting daily transactions includes debit memos, credit memos, cash on account, and miscellaneous sales with balancing procedures to insure the correct bank deposit. Bank deposit slips can be automatically printed.
  • Invoicing is run monthly and automatically updates tenants accounts and optionally prints an invoice.
  • Up to three Late Charge processing cycles will automatically charge the tenants account a late charge fee based on a percentage or fixed amount. A late notice letter can be automatically produced for accounts with a late charge.
  • Ability to store and display JPG pictures from many digital cameras for identifying tenants or tenant property.
  • An interface to many Gate Control Systems provide access security for tenants with delinquent accounts.
  • Tenant information may also be automatically merged with Microsoft Word templates for customized letter or document printing.
  • Generates a file that can be imported into QuickBooks.
  • Many Reports can be run upon request and include:
      •Activity Summary showing all new rentals and terminations.
      •Vacancy Report by unit number or unit type.
      •Transaction Report showing all transactions by day.
      •Transaction Analysis showing all transactions by type.
      •Trial Balance showing all balances outstanding.
      •Account Analysis showing all transactions by unit.

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