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
- 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
- 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
- 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
- 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.
showing all transactions by type.
Trial Balance showing
all balances outstanding.
Account Analysis showing
all transactions by unit.
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