Propertyware Knowledge Base

Category » Administrative Setup

There were 19 articles found in this category:

1. Who is a Propertyware Administrator?
   Propertyware Administrators are the sole users within your company responsible for managing your Propertyware account. Important facts about Propertyware Administrators: Propertyware Administrators retain full access to the entire application at all times. Propertyware Administrators are gra ...
2. Check Stock
   Propertyware is in partnership with Deluxe Business Checks and Solutions. You can view and order check stock from the Deluxe website via the link within Propertyware located on the Print Checks screen, or you can use any of the links indicated below. Deluxe Website You can click on th ...
3. User Accounts
   A User Account grants individual users access to Propertyware. Each User Account consists of user contact information, login and password information, and User Account Restrictions. Your Propertyware Administrator has the authority to create, edit, and manage a User Account for each individual ...
4. ePayment Settings
   This feature requires that you sign up for the Propertyware ePayments module. If you are interested in more information, please contact sales@propertyware.com. Propertyware’s ePayments module is tightly integrated with the Leases and Management module; the ePayments feature enables: Ten ...
5. Managing User Accounts
   Your Propertyware Administrator may Create, Edit and Delete users, including owners and property managers (also users), within your account. Creating New User Accounts: Click the Setup linkat the top of the Application. Choose Manage Users from the Administration Setup menu located on the l ...
6. Editing Accounts
   Your Propertyware Administrator can edit an account on your Chart of Accounts by following these steps: Click the Setup link in the upper right corner of any page. Click the Chart of Accounts link from the Customize menu in the sidebar. Only user's with Administrator privileges can see this ...
7. Deactivating or Deleting User Accounts
   Only your Propertyware Administrator may deactivate or delete User Accounts for users within your organization. Propertyware is designed to keep track of all users, whether active or inactive, and the history of their activity within the application, which remains viewable by all users within ...
8. User Profiles
   What is a User Profile? By creating a User Profile, a Propertyware Administrator restricts users of the same Profile from accessing data within particular tabs of the application. This is a way to ensure that a group of users has the same level of access to the application. Each user within yo ...
9. User Passwords
   Creating Passwords All new User Accounts must be assigned a User Password (also referred to as a "Password"). Whether auto generated or manually set, only your Propertyware Administrator may assign User Passwords. Manually Setting a Password - To manually set a Password for a new User Account, ...
10. User Restrictions
    Overview Your Propertyware Administrator may create Bank Account, Portfolio and Building Restrictions individually tailored for each user account within your organization. These restrictions, combined with user profile settings, allow your Administrator to tightly control which segments of Pro ...
11. What does the Enable Direct Deposit to Bank Account Setting mean?
    When you choose the "Enable Direct Deposit to Bank Account" setting within Setup> Company Information, you allow payments that you receive from tenants on the Tenant Ledger to be placed directly into a Bank Account as opposed to being placed either within a Bank Deposit, or in Undeposited Fu ...
12. What's the difference between User Account Restrictions and User Profile Restrictions?
    User Account Restrictions disable individual users from accessing certain Portfolios, Buildings and Bank Accounts. User Profile Restrictions disable users grouped under the same User Profile from accessing certain areas of the application, including entire Tabs, the authority to alter Template ...
13. Manage Customers
    Propertyware classifies Other Customers as those entities or customers that generate income for your Portfolios, Buildings, or Units from a source other than a lease. Other Customer payments are viewed within the Money In Tab l Summary, under the Other Customers Subtab. Your Propertyware Admini ...
14. Company Information
    From the Company Information page, a Propertyware Administrator can view and/or edit the Company-specific information provided in the below fields. Go to Setup > Administration Setup > Company Info > Edit to make adjustments to these fields: Field Name Description Company Nam ...
15. Storage
    Storage represents the total amount of document storage space within Propertyware available to your organization. Propertyware extends a complimentary 1GB of Disk Storage to every account upon subscription. If your organization exceeds this complimentary Disk Storage Amount, you can purchase ad ...
16. Internet Security
    At Propertyware, we understand that internet security is critical to your business and that's why we place it at the forefront of our focus. All data within the application and portals are protected by the same industry leading encryption technology that is used by leading financial institution ...
17. Accounting Preferences
    From the Accounting Preferences page, your Propertyware Administrator can view and/or edit company-specific information in the following fields: Field Name Description Post Auto Charges Set a global rule for how many days in advance of their due date Auto Charges should post on tena ...
18. Considerations when setting Post Auto Charges and Auto Apply Prepayment to Rent
    To ensure rent income is recorded in the month that it is being charged, you will need to configure Post Auto Charges and Auto Apply Prepayments to Rent in one of the following ways: Option 1: Set Post Auto Charges to "0." Propertyware will post auto charges to tenant ledgers on the first ...
19. Subscription Settings
    Your Propertyware Administrator may view and update your Propertyware subscription, including your Billing Information, Number of Licensed Units, Premium Add-On Modules, and Storage Space from the Subscription Settings Page. To access your Subscription Settings: Click the Setup link at the top ...