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1991-05-11
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_______________________________________________
▓▓▓▓▓▓▓▓▓▓▓▓ W G Software Company ▓▓▓▓▓▓▓▓▓▓▓▓
POB 3829
Austin Texas 78764
(512) 288-1305
▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓▓
This guide will cover some of the basics you need to use the
Tenant File. Since the program is practical and menu driven, you
should be able to get started right away.
Still, this guide will not come anywhere close to the helpful
manual that comes with registration. The Tenant File has many
hidden time saving features and conveniences that are outlined in
the complete, easy to read manual. You'll be able to unleash the
full power of the Tenant File, and the full potential of your
rental management business.
With your registration, you also get access to our periodic
updates and registered user discounts.
*********************** THE MAIN MENU ***********************
Here are the options you will see at the Main Menu and a brief
explaination of each:
The MAIN MENU is where you both enter and exit the Tenant File.
To make a selection on this and all other menus, just type the
number next to your choice. (Some other entries may require that
you press `ENTER' or `RETURN' after typing your selection.)
Here is a short description of your choices:
1. NEW PROPERTY SETUP - Use only when setting up a property for
the very first time. You will be asked all pertinent information
concerning the property (ie. address, tenant info, owner, lease,
deposit, rent, etc.).
2. TENANT LEDGERS - The most often used part of the Tenant File
will be this selection. You will be shown a ledger of your
choice. It will display all tenant, owner, and property
information available, along with all financial transactions that
have been posted to the ledger. Additional transactions may be
posted and existing postings may be corrected or deleted.
3. PRINT REPORTS - Other menus will guide you to select one of
many reports available. Alphabetized tenant lists and tenants
statements, and income/expense summaries are included.
4. AUTOMATIC POSTING - You can have the computer automatically
charge each tenant with their monthly rent or auto post any
ledger category. You additionally have the option to charge a
percentage of rent or current balance due, a flat fee, or the
management fee you set up in each ledger.
5. QUICK POSTING MENU - Use this to post new transactions quickly
to the tenant ledgers while a posting journal is automatically
printed as you go. Several time saving features make it easy.
6. MISCELLANEOUS MENU - You can search for outstanding rents,
deposits, and other expenses by selecting this. Also, you can
find expired leases, group and total properties by owner name,
print messages, close the year and print mailing labels, or edit
company information and ledger codes.
7. INACTIVE FILES - When a property becomes VACANT, the Tenant
File will automatically transfer the old tenant and all pertinent
information to an `inactive file' so that you may begin with the
new tenant. This important feature allows you to concurrently
maintain histories of all past and present tenants in detail.
You can even post new transactions to an inactive tenant ledger,
which is very helpful in a situation where the tenant is making
payments on back rent owed.
8. EXIT PROGRAM - This takes you out of the TENANT FILE PROGRAM
and back to the computer operating system. Your data is saved.
INSIDE THE TENANT LEDGER
Here are the selections you'll see while inside the TENANT
LEDGER, which is #2 at the MAIN MENU.
(D)isplay,(E)xit,(F)eatures,(I)nfo,(L)edger,(M)sg,(O)wner,(P)rint
D - display another ledger by property number, address, tenant or
owner
E - return to MAIN MENU
F - add, edit, display, or print property features
I - add or correct any of the tenant or owner information shown
at the top of the screen
L - add, correct, delete, or insert ledger postings
M - allows you to add two special notes to appear on screen with
this ledger.
O - switches to the Owner ledger for this same property. When
viewing the Owner Ledger, this selection becomes (T)enant,
which will allow you to switch back to the Tenant Ledger
P - print a statement on this tenant or owner
Page Up - Display previous screen of ledger transactions
Page Down - Display next screen of ledger transactions
Home - Display first screen of ledger transactions
End - Display last screen of ledger transactions
Right arrow - Move ahead one property number
Left arrow - Move back one property number
REPORT PRINTING
Here are the selections you'll see at the REPORT PRINTING MENU
which is #3 at the MAIN MENU:
1 VACANCY REPORT
List all properties you have made `vacant' by changing the
tenant's name to VACANT. This also transfers the old tenant
info to the INACTIVE FILE.
2 TENANT/OWNER LISTING
Shows all information about the tenants and owners in one
handy report. Can be sorted various ways.
3 TENANT/OWNER STATEMENTS
Several sort and report options for this accounting
statement. You select either Tenant or Owner Statement and
specify date ranges to print.
4 INCOME/EXPENSE SUMMARY
Prints detailed transactions or condensed summary of
accounting codes with subtotals for each code.
5 PAST DUE NOTICES
You can send your own past due message out to tenants with
full or partial rent amounts due.
6 TENANT INVOICES
Allows you to print an invoice for rent due even before you
have actually `charged' them rent through the auto posting.
7 USER DEFINED REPORT
You pick out which information to print out of all
categories and the Tenant File will do the rest.
MISCELLANEOUS MENU
Additional reports and other choices are selected from here:
1 Search Outstanding Amounts
2 Search Expired Leases
3 Owner Information
4 Year End Closing
5 List Current Messages
6 Mailing Labels
7 Company Heading/Printer
8 Edit Ledger Codes
Through #7 Change Company Heading you can set up your company
name, which appears at the top of all reports. Also, at this
time, you may go ahead and enter the income and expense ledger
codes for your transactions, which is selection #8. The process
is very simple, and we have provided some examples to help you
along.
When the MAIN MENU is displayed select #6 (Miscellaneous Menu).
Next, from the Miscellaneous Menu select #7 (Company Heading).
Enter your own company information as shown below:
(Type new entries or press `Enter' to keep current entry)
Current Entry: Efficient Real Estate Company
Enter COMPANY NAME: *****************************
Current Entry: 1234 Streetname Blvd.
Enter COMPANY STREET ADDRESS: **********************
Current Entry: Houston TX 78704
Enter CITY ST ZIP: **********************
Current Entry: (243) 234-5567
Enter PHONE NUMBER(###) ###-####: **************
Next, press #8 at the `Miscellaneous Menu' to Edit Ledger Codes.
These are the income and expense codes you'll be using. We have
provided examples that you may or may not wish to use. There are
a few important points to remember when setting up these codes,
so please review them carefully!
Do not change a code (other than the spelling) once you have used
it, or you will certainly cause yourself problems. For example,
if INCOME CATEGORY #1 used to be "RENT RECEIVED" and you changed
it to be "MONTHLY RENT RECEIVED", that is OK, since they mean the
same thing.
There are 15 income and 15 expense categories. Each income
category should hav