The Business Master (4th Edition)

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PropMan User Guide Index Index This Index has references to three sources of information; the PropMan Reference Manual, the User Guide and the PropMan program on-line help. This same Index is in both manuals. Many operations can be performed several ways. Check all references to see which method fits your situation. For the Reference Manual, chapter and page number are given, eg. 4-56. For the User Guide the pertinent section is given, eg 2.8. PropMan program references show how to access the item or operation when PropMan is running. They give the menu sequence or keystrokes required to get from the Main menu to the appropriate screen or field. You can then use the built in Help, function key 1 (F1), for more information. For example: "Reserve Accounts, activity & balance, MTD" gives the program reference: "M,I,f4" From the Main menu select "M" for Monthly operations; from Monthly operations select "I" for Income / Expense Recap; from Income / Expense Recap screen 1, press Function key 4(F4) to call up the Account Balances screen. Move the cursor to the reserve accounts fields and press F1 to display Help information for them. Sometimes the reference directs you to a specific field. Another example: "Tenant, NEW" gives the reference: "D,T,(Tenant)" From the Main Menu select "D" for Daily operations; from Daily operations select "T" for Tenant activity, on the tenant screen move the cursor to the field "Tenant". Now press F1 for information about entering a NEW tenant for this unit. The "fx" function key references are for 12 Function key keyboards. If you have a 10 Function key keyboard, make the following substitutions: for f3 use f7 and for f4 use f9. PropMan User Guide Index PropMan User Ref program Guide Manual 3-Day Notice, see Letters and Notices 1099s, see Letters and Notices Account Balances, M,I,f4 4-33 see specific account names S,C 1.10 see also Chart of Accounts Account Corrections O,A 4.2 4-51 archives A,A 4-96 list of, see Ref Listings, Bld see also Financial Statements Accounting Activities 2- 4 Activating a New Building see Buildings, activating new ACTIVE, see Status, Buildings Activity Accounts, see Chart of Accounts Apartment Allowance see Payroll Entry screen see Tenant, Financial Actys Archives A 2-4, 4-92 and Backups B- 1 on screen, see specific item printing A,P 4-97 Review Menu A 4-92 Assessments, tenant, see Tenant, Financial Actys Backing Up PropMan 3.1 B- 1 Balance Accounts, see Chart of Accounts Bank Deposits D,B 2.5 4-15, 23 reconciliation, see Reconciliation, Bank Bills from vendors, see Invoices paying, see Paying Bills rent, see Rent bills PropMan User Guide PropMan User Ref Index program Guide Manual Building 2- 3 activating new 1.19 S,B,(Status) see also Status, Building change existing data S,B 1.13 4-67 count S,S 4-81 deleting S,B(Status) see also Status, Building see also Purge Files list data, see Reference Listings, Bld numbers, reusing 1.12 4-76 printing statements, see Financial Statements starting up new S,N 1.1 1- 5 1.12 4-75 Status, see Status, building transfer money between 4.5 see also Bld info scns Building information screens General S,B 1.14 4-68, 77 Mortgage S,B,f4 1.16 4-71, 78 New Building Startup, see Bld, starting up new Owner S,B,f4 1.15 4-70, 77 Unit IDs S,B,f3 1.17 4-74, 78 Calculator f2 3- 9, E- 1 Cash from Owner see Miscellaneous Receipts see Out of Pocket Expenses see also Owner, cash from on hand M,I 4-33 to Owner 4-32 see also Cash on hand see also Checks, writing see also Owner, cash to Changing data see Entering and changing data see specific item Chart of Accounts S,C 1.10 2- 2, 4-59 activity and balance accounts 4.2 4-59 common / individual S,B 1.14 4-60,62,68 list of, see Ref Lsts, General see Ref Listings, Bld listed 4-63 Checkbook reconciliation see Reconciliation, Checkbook Checklist, see Monthly Checklist PropMan User Guide Index PropMan User Ref program Guide Manual Checks control printing, see Checks, Cut Checks scrn Cut Checks screen 2.9 4-28 D,C,(Cut Checks) owner, see also Cash on hand register D,C 2.9 4-28 specifying formats S,S 1.8 4-81 writing D,C 2.9 4-25 Close month or year, see Month End, close tenant account D,T 2.11 4-13 Collections, see Miscellaneous Receipts see Tenant, Financial Activity Colors S,S 3- 4, 4-82 Computer requirements A- 1 CONFIG.SYS A- 2 Consolidated statements, see Fincl Stmts, consolidated Currency, symbol and name S,S 4-82 CURRENT, see Status, tenants Daily Operations Menu D 4- 3 Damage charge (Other assessment), see Tenant, Financial Activity Data entry, see Entering and changing data Date and Time 1.4 3- 1 Date in, see Tenants, moving in Date out, see Tenants, moving out Dates entering 3- 6 format S,S 4-81 Default account enter vendor's S,V 1.11 4-58 Invoice charging D,I 2.7 4- 5 DELETED, see Status, buildings see Status, vendors Deleting buildings, see Purge Files Vendors 4.3 4-56 S,V,(Status) see also Status, building see also Status, vendor Deposits Activity & Balance M,I,f4 4-35 printed M,P 4-37 Bank, see Bank Deposits Tenant, see Tenant, fin acty PropMan User Guide PropMan User Ref Index program Guide Manual Disk space requirements A- 1 Distribution of charges on invoice D,I 2.7 4- 6 Due date, invoices D,I 2.7 4- 6 day, mortgages S,B,f4 1.16 4-73 day, tenants D,T 2.10 4-10 thru, checks D,C 2.9 4-26 Edit, see Entering and changing data Employee Maintenance screen P,E 4-100 Entering and changing data 1.1 1-5, 3-4,5 special data types 3- 6 see Read Me First see specific item Errors 5- 1 descriptive messages 5- 1, F-1 numbered messages 5- 1, F- 6 Escrow accounts, see Impound Accounts fees, new loan 4.8 Fee, management, see Management Fee File Purges, see Purge files Financial statements Archived Information A,P 4-97 consolidated 3.2,3.3 4-37 M,P,(BldNum) Month end, Month to date M,P 4-31, 4-37 pausing and stopping printing 3- 6 to screen or printer 3- 6 see also specific kind of data Fiscal Year 1.7 4-81, 104 Formatting diskettes B- 3 Free Form Letters and Notices, see Letters and Notices Function Keys S,S 3- 9, 12 changing Type S,S 1.9 3- 9, 4-81 display 3- 8 General Information 2- 1 Getting Started see Read Me First Glossary, see Terminology Help f1 1.6 3- 7 HOLD, see Status, invoices PropMan User Guide Index PropMan User Ref program Guide Manual Impound Accounts activity 4.7 see Bld info scrn, Mortgage Income see Miscellaneous Receipts see Tenant, Financial Activity Income / Expense Detail reports M,P 4-38 Recap, on screen M,I 4-31 printed M,P 4-37 archive A,I 4-93 see also Archives Initial Processing Month and Year, see Processing Month, initial Installing PropMan 1.3 A- 1 Introduction, see Read Me First Invoices D,I 4- 4 archives A,I 4-94 see also Archives changing 2.8 default account, see Default Account entering 2.7 HOLDing 2.8 4- 5, 7 D,I,(Status) list of, see Ref Listings, Bld mortgage, see Bld info scrn, Mtg paying, 2.6 4- 5, 6 D,I,(Paid Date) D,I,(Status) see also Checks, writing reversing 2.8 4- 5 review at Month End Close 3.4 4-40 status 4- 5 writing checks for, see Checks, writing Late Charges (Other assessment) see Tenant, Financial Activity Lease expiration date, D,T 4-12 report, see Ref List, Unit/Tenant Letters and Notices D- 1 edit and select files O,E 4-48, D-2 editor 4-50 keywords D- 3 printing O,P 4-45 License Agreement G- 1 PropMan User Guide PropMan User Ref Index program Guide Manual Main Menu 4- 2 Maintenance Notes, see Unit Changes screen Management Company S,S 4-81 Fees calculation and entry S,B 1.14 4-69 checks, see Checks, writing Menus and Screens 3- 3, 4- 1 general format 3- 2 see also specific screen Miscellaneous Receipts archives A,M 4-95 see also Archives entering D,M 2.4 4-21 list of, see Reference Listings, Bld Month End Close M,M 3.4 4-39 Operations menu M 4-30 Statements, see Financial Stmts Monthly Checklist 2.1, 2.2 Mortgage activity & balance, MTD M,I,f4 4-35 initial balance S,B,f4 4-73 Balance, changing, see Account Corrections holder, see Vendors see Bld info scrn, Mtg New, Payoffs, Refinancing 4.8 payments, automatic 1.16 4-73 see also Bld info scrn, Mtg Moving In Tenants, see Tenant, moving in Moving Out Tenants 2.11 see also Tenant, moving out Names, entering 3- 6 NEW, see Status, all items New Building Startup 1.12 see Building, starting up new New System Setup 1.7 4-103 New Tenants 2.10 see Tenant, moving in Next/Prev, see Prev/Next Item Non-rent income from tenants, see Tenant, Financial Activity Non-unit income from building see Miscellaneous Receipts NSF checks from tenant see Tenant, financial activity PropMan User Guide Index PropMan User Ref program Guide Manual On Demand Operations Menu O 4-44 Other Assessments, Payment, NSF, Refund see Tenant, Financial Acty Due D,T 4-11 see also Tenant, Fin Activity Other Occupants D,T,f3 4-20, D-4 Out of Pocket Expenses 1.11, 4.9 see also Cash from Owner Over due rent, see Rent, overdue Owner cash from D,M 2.4 4-32 4.9 see also Misc Receipts see also Out of Pocket Exp cash to, see Cash on hand see Checks, writing checks, see Checks, writing letters to, see Letters and Notices of building, see Bld info scrn, Owner of PropMan system S,S 4-80 version, of PropMan, see Version PAID, see Status, Invoices Paid checks, see Post Paid Date, invoices D,I 4- 6 to date, tenants D,T 1.18 4-10 Paying Bills 2.6 see also Invoices see also Checks, writing Payment History, see Tenant, payment history Payments, by tenant rent, deposits, other charges see Tenant, Financial Acty Payroll / Employee Menu P 4-99 Payroll Entry screen P,P 4-101 Petty cash, see Out Pocket Exp Phone entering numbers 3- 6 lists, see Ref List, all types Post Paid D,C 2.9 4-28 see also Paid date invoices PropMan User Guide PropMan User Ref Index program Guide Manual PREVIOUS, see Status, tenants Prev/Next screen, screen type 3-10 see also Function Keys Item, step through valid data 3-6, 11 Printing checks, see Checks convention, in manauals 1.1 Letters and Notices, see Letters and Notices pausing and stopping printing 3- 6 to screen or printer 3- 6 see type of report; Archives; Financial Statements; Reference Listings see also specific kind of data Processing Month 1.7 2- 2 during archive review 3- 2 initial 1.7 4-103 see also Month End Close Professional version, of PropMan, see Version Prorates, see Rent, Prorates Purge Files S,P 4.4 2- 4, 4-84 Quick Start 1.1 1- 4 see also Read Me First Read Me First 1.1 1- 1 Reconciliation bank 3.3 checkbook 3.2 Reference Listings 4-86 Building R,B 4-88 General R,G 4-87 Unit / Tenant R,U 4-90 Refinancing, see Mortgages Refunds, checks, see Checks, writing from vendors, see Invoices, reversing tenant, see Tenant, financial acty Registered version, of PropMan, see Version Reimbursements, owner, tenant, see Out of Pocket Expenses Release number, of PropMan S,S 4-80 PropMan User Guide Index PropMan User Ref program Guide Manual Rent bills (Tenant Letters), see Letters and Notices Change notice or list, see Letters and Notices changes, individual D,T 4.1 4-12 changes, mass O,S 4.1 4-53 Credit see Tenant, Financial Acty due, D,T 4-10 see also Rent, overdue due day, D,T 1.18 4-10 history, see Tenant, payment history overdue, Notice / List, see Letters and Notices payments, see Tenant, Financial Acty Prorates calculating 4-14 display D,T 4-11 select type S,S 4-82 Roll, see Ref List, Unit / Tenant Scheduled D,T 4-10 Repeal Assessment see Tenant, Financial Activity Reports 3- 6 Heading S,S 4-81 see type of report, Archives; Financial Statements; Reference Listings Reserve Account Activity & Balances, MTD M,I,f4 4.6 4-32, 34 initial balances & monthly default S,B 1.14 4-69 month end close adjustments 3.4 4-34 Restore, see Backup Returned (NSF) Checks see Tenant, Financial Activity Review Month, see Archives Running PropMan 1.1 3- 1 1.4 A- 2 PropMan User Guide PropMan User Ref Index program Guide Manual Scheduled Rent Changes, see Rent, changes Screens, see Menus and Screens Serial number, PropMan S,S 4-80 Skeleton letters, see Letters and Notices Space requirements A- 1 Starting a Building, see Building, starting up new Starting & Stopping PropMan 1.4 3- 1 1.5 Statements, see Financial Stmts Status buildings S,B 1.12 4-67, 68 1.19 invoices D,I 2.8 4- 5 tenants D,T 2.10 4-10,12,13 vendors S,V 4.3 4-56 System Maintenance Menu S 4-55 System Parameters screen S,S 4-80 Tax ID Bld owner S,B,f4 4-71 vendor S,V 4-57 see also Letters and Notices Telephone see Phone Tenant D,T 2.10 2- 3 2.11 4- 8 closing accounts 2.11 4-13 deposits, see also Deposits balances 4-14 Financial Activity 2.3 4- 8 types D,T,(Type) 4-11 types listed 2.3 4-15 Financial screen 4- 8 letters, see Letters and Notices lists, see Ref List, Unit/Tenant see also Letters and Notices moving in 2.10 4-12 D,T,(Date In) see also Tenants, NEW see also Status, tenant PropMan User Guide Index PropMan User Ref program Guide Manual moving out 2.11 4-13 D,T,(Date Out) see also Tenants, PREVIOUS see also Status, Tenant NEW D,T,(Tenant) NEW building in system 1.18 see also Bld, starting up new Payment History, on screen D,T,f4 4-17 printed, see Ref List, Unit/Tnt Personal Information D,T,f3 4-19 PREVIOUS, see Tenants, moving out purging old, see Purge Files refunds entering see Tenant, financial acty printing checks, see Checks, writing rent bill(Tenant Letter), see Letters and Notices Terminology 1.2 Unit 2- 3 address, individual S,U 4-66 Changes screen S,U 4-65 count S,S 4-81 see also Bld info scrn, General financial activity see Tenant, Financial Acty IDs allowed S,B,f3 4-78 S,N,f3 S,U entering S,N,f3 1.17 4-78 viewing S,B,f3 1.17 4-74 list, see Ref Listings, Bld see also Ref List, Unit/Tenant see also Bld info scrn, Unit IDs UN-PAID, see Status, Invoices Update PropMan, see Installing PropMan Using PropMan 3- 1 PropMan User Guide PropMan User Ref Index program Guide Manual Vacancy Report, see Ref Listings, Unit/Tenant Vendor S,V 1.11 2- 2 bills from, see Invoices, entering checks see Checks, writing default charge account, see Default account deleting 4.3 4-56 S,V,(Status) entering / updating S,V 1.11 4-56 letters to, see Letters and Notices list of, see Ref Listings, General number in Checkwriter, see checks, writing on Invoices, see Invoices entering in Vendor list, see Vendor re-using 4.3 Version, Reg/Owner/Prof differences 1- 2 2- 1 Virus Selfcheck 5- 2 Writing checks see Checks, writing Year end Archives, see Archives close, see Month End close