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Subject Author Date
QBP 2006 Property Management setup Jake C. 11-20-2006
Posted by Jake C. on November 20, 2006, 1:59 pm
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 : quoted-printable

I need to generate reports such as:

-YTD statement (transaction history) per tenant including security =
deposit transaction (payment, refunds, damages, deposit transfers to =
other apartments , cm's, rent per apartment.

-YTD apartment transaction listing with tenant name secondary.

What is the best way to set up tenants? I have seen several different =
options.

There are 20 apartments in the same building. Currently the apartment =
building name is the customer and the apartment number is the job. =
Can't generate complete tenant transaction reports.

Any comments or references would be appreciated.

Security deposits are also setup the same way. I can only print =
security deposits per apartment without the tenant name. The liabilty =
only shows the apartment number and not the tenant name, therefor I do =
not know whose deposit it is, especially any history transactions. Hope =
to have this revised by new year.

Do not want to use class if possible but would consider it since it is =
already used for other designated transactions.

This is a HUD property.


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<DIV><FONT face=3DArial size=3D2>I need to generate reports such =
as:</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>-YTD statement (transaction history) =
per tenant=20
including security deposit transaction (payment, refunds,&nbsp;damages, =
deposit=20
transfers to other apartments ,&nbsp;cm's, rent per =
apartment.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>-YTD apartment transaction listing with =
tenant name=20
secondary.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>What is the best way to set up =
tenants?&nbsp; I=20
have seen several different options.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>There are 20 apartments in the same =
building.&nbsp;=20
Currently the apartment building name is the customer and the apartment =
number=20
is the job.&nbsp; Can't generate complete tenant transaction=20
reports.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Any comments or references would be=20
appreciated.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Security deposits are also setup the =
same=20
way.&nbsp; I can only print security deposits per apartment without the =
tenant=20
name.&nbsp; The liabilty only shows the apartment number and not the =
tenant=20
name, therefor I do not know whose deposit it is, especially any history =

transactions. Hope to have this revised by new year.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>Do not want to use class if possible =
but would=20
consider it since it is already used for other designated=20
transactions.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2>This is a HUD property.</FONT></DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV>
<DIV><FONT face=3DArial size=3D2></FONT>&nbsp;</DIV></BODY></HTML>

------=
Posted by scfundogs on November 20, 2006, 4:06 pm
Please log in for more thread options
 Jake C. wrote:
> I need to generate reports such as:
>
> -YTD statement (transaction history) per tenant including security
> deposit transaction (payment, refunds, damages, deposit transfers to
> other apartments , cm's, rent per apartment.
>
> -YTD apartment transaction listing with tenant name secondary.
>
> What is the best way to set up tenants? I have seen several different
> options.
>
> There are 20 apartments in the same building. Currently the apartment
> building name is the customer and the apartment number is the job.
> Can't generate complete tenant transaction reports.
>
> Any comments or references would be appreciated.
>
> Security deposits are also setup the same way. I can only print
> security deposits per apartment without the tenant name. The liabilty
> only shows the apartment number and not the tenant name, therefor I do
> not know whose deposit it is, especially any history transactions. Hope
> to have this revised by new year.
>
> Do not want to use class if possible but would consider it since it is
> already used for other designated transactions.
>
> This is a HUD property

Set the tenant up as a job of the apartment. Record all transactions
to/from the tenant to the tenant job. R&M would go to the apartment
job, not the tenant.

If you use Items like Rent, R&M, Security Deposit, as opposed to the
Expense tab, and record all transactions via Sales Receipts, Invoices
and Bills you should get accurate reports for your tenant jobs.

I setup individual liability accounts per property. Since I record
security deposits with the tenant's name, and assign the tenant job, the
security deposits are easy to identify. They sit in that property's
liability account with the name information recorded in the transaction.

--
Tara




Posted by qbtrainer on November 22, 2006, 9:32 am
Please log in for more thread options
: quoted-printable
> X-Google-AttachSize: 2376
>
> <!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
> <HTML><HEAD>
> <META http-equiv=Content-Type content="text/html; charset=iso-8859-1">
> <META content="MSHTML 6.00.5730.11" name=GENERATOR>
> <STYLE></STYLE>
> </HEAD>
> <BODY bgColor=#ffffff>
> <DIV><FONT face=Arial size=2>I need to generate reports such as:</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>-YTD statement (transaction history) per tenant
> including security deposit transaction (payment, refunds,&nbsp;damages, deposit
> transfers to other apartments ,&nbsp;cm's, rent per apartment.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>-YTD apartment transaction listing with tenant
name
> secondary.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>What is the best way to set up tenants?&nbsp; I
> have seen several different options.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>There are 20 apartments in the same
building.&nbsp;
> Currently the apartment building name is the customer and the apartment number
> is the job.&nbsp; Can't generate complete tenant transaction
> reports.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>Any comments or references would be
> appreciated.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>Security deposits are also setup the same
> way.&nbsp; I can only print security deposits per apartment without the tenant
> name.&nbsp; The liabilty only shows the apartment number and not the tenant
> name, therefor I do not know whose deposit it is, especially any history
> transactions. Hope to have this revised by new year.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>Do not want to use class if possible but would
> consider it since it is already used for other designated
> transactions.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2>This is a HUD property.</FONT></DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV>
> <DIV><FONT face=Arial size=2></FONT>&nbsp;</DIV></BODY></HTML>
>
> ------=
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