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QuikStor Express

1. New tenant move in 1 Perform a standard Move In filling in the Tenant Alternate and Misc Tabs as needed 2 Move to the Auto Billing tab and fill in the required information You can also use the Insert Tenant Information button to auto populate the top portion of this screen 3 IMPORTANT NOTE ABOUT PCI COMPLIANCE credit card issuers take security very seriously as does QuikStor Because of that QuikStor Express is 100 compliant with PCI credit card regulations This means that no credit card information is stored in the Express program Whether you are using QuikStor Processing or the Plug N Pay gateway system both options are PCI compliant and use a tokenized system to store credit card information on the merchant processors secured servers 4 In order to get the credit card information onto the secure processor s server you must first make a manual payment with the credit card that you would like to use for auto billing Typically the same card used at move in will be the one used for the auto billing If not return to the auto billing tab and click on the Change Credit Card Information Button This will update the secure processing server with the new card information for auto billing 5 Once the desired credit card is added into the system you will be able to select the Auto Credit Card Billing checkbox 6 Below that you will also set how many
2. coooccccoccccoccncconnnccnnncnnrnnnnnnnos 156 Sie gle O rere nen a erence Tenney een tcer cringe ment neat nny Menmcny Teter menor Teen 157 Menel SOTO PON OO a edie een ae aol eee 157 MES 0 o een eee tere iranian ar Ree a ea 157 En Viele buet REDO asta ia 157 Daily RODO E 158 BP O 158 Daily Report for a Date Ge EH E MEET 158 Occupancy and Collection Report by Unit Type ENT 158 Trial Bank Deposit ER E 158 Credit Cards to be Deposited EROI L 158 Bel E d 1 eahannsauontn ta stontusantoandananaladeneuoanduacionsucaxienatens 159 Daily Anal SIS E R E aora ORIO 159 ele leie D AM EE 159 Collection Detail for All Tenants EA 159 Collection Detail for Existing Tenants ER 159 Cash Only Collection Detail ERAN 159 Collecion DEDOS E E 159 MONENG ANAIYSISAE EE 159 Percentage Of Income By Cash Check And Cards E R P coocccccccccccncccnnccnncnnnncnncnnnnccncnnnnnnns 160 Collections since the First E EE 160 Revenues Collected Per Unit EH 160 N n Tenant Income 1 EAR EE 160 Remote Payment Report DOE 160 Credit Card Checking ACCOUNT siessen dond 160 Master List of Tenants with Auto CC Billing EC 160 Master List of Tenants with Auto Debit ELL 160 Credit Cards to be Charged for a Date Hange 160 Bank Account to be Charged for a Date Hange 161 Credit Cards and Bank Account Details EHZ 161 Credit Card Detail Rhebont E C Dias added 161 Credit Card Summary Report EE 161 Check summary Report E B S een idas 161
3. This report is identical to the actual bank deposit except that it may be run any number of times during the day without resetting the marker determining the start of the report It is a wise decision to run this report before running the actual bank deposit to determine if your deposit matches your actual collections You can also run this report from the main Express screen by clicking on the icon CREDIT CARDS TO BE DEPOSITED E R O 1 This report shows a list of credit cards to be deposited The report will show the unit payment date name amount and authorization number 158 Collections This category concerns money collected Below shows a breakdown of each report category in this section DAILY ANALYSIS E R E You can select the desired date range for this report It will then show you in date order the day s collection running total for the month the number of vacancies the total rent for the vacancies the vacant square footage and the total receivables separated by cash checks credit cards and checks cash COLLECTION DETAIL E P This report provides a detailed account of your collections for a given time period COLLECTION DETAIL FOR ALL TENANTS E P A Start by selecting the desired date range and sort order Payment date unit or last name This report will then list all of the payments made during the specified time frame sorted in the selected order Listed fields will be the payment date unit tenant s
4. You may also delete or change the information for any of these units Select a unit from your list and go to the Unit menu on the toolbar then select either Delete This Unit or Change Unit Info depending on which action you would like to make 18 REPORTS MASTER LIST OF TENANTS There are three reports that you can print out from the Data Entry program All operational reports are available through QuikStor Express e Master List of Tenants e List of All the Units e Unit Efficiency Report To run these rports go to the Reports menu on your toolbar and select the report you wish to run The Master List of Tenants contains a complete list of all of the tenants in your site This list also includes all vacant units The List of All the Units report provides a summary of all units The Unit Efficiency report provides an analysis of how your unit mix is using the square footage available This is the most important and next to last step before you finish with the Data Entry program and begin using Express Print the Master List of Tenants and please read it thoroughly It may seem tedious but you ll only have to do this once and it will keep your site running smoothly for years Please pay special attention to Paid To dates and balances Important You must print this list out before you are able to complete data entry FINAL PROCESSING CHECKLIST This is the last step you will take in the Data Entry process This window gives you a c
5. 106 ADDING INSURANCE TO EXISTING TENANTS Select the existing tenant s unit to activate insurance note the tenant must have a current status to activate insurance 1 Select Tools gt Insurance gt Start Cancel Insurance 2 Depending on which insurance company you have there will be a variety of insurance forms that will come up See example below Insurance 50 Theft 100 Theft Charge Lirnit Charge Limit C 6 00 1000 00 O 10 00 1000 00 O 8 00 5000 00 15 00 5000 00 O 16 00 10000 00 O 30 00 10000 00 O 24 00 15000 00 O 42 00 15000 00 wf Start Insurance 3 Enter the insurance value that the customer would like to purchase and clic k e Start Insurance ADDING INSURANCE DURING A MOVE IN Go through the normal move in process and when you get to the Financial tab click on the ___ nsurance button to open the form above Enter the insurance value that the customer would like to purchase and click e Start Insurance Move in New Tenant for Unit 8 Alternate Misc Auto Billing Financial Hal s Den Scheduled Monthly Charges M Auto Pro Rate to the first 0 00 Monthly Rent E Video Help Ge Bent fo 1 months 100 70 C Other Amount Free Stuff 1 Moveln More Actual Payment Today 0 00 Security Deposit 25 00 Setup Fee 15 00 Inventory Miscellaneous Paid To Date 1 28 2010 Y Print Lease Addendum Print Gate Codes Report Total Pa
6. CHANGE to your site Please let me know that you are absolutely sure that you want to do this Click on the Yes button to continue with this change or No to cancel this operation Once you have finished adding units click on the v Save all changes and exit button HOW DO I DELETE AN EXISTING UNIT At times you may alter the configuration of your site and have damaged or unwanted units that you physically remove from your site layout Or you may remove a wall between units thus making the two units into one lf these situations you will need to delete the removed units from your existing dataset in QuikStor Express Below is an explanation of how to do this First before you do anything in QuikStor Express that will alter the state of your data you must go to File gt 3 Backup Database to ensure that you have a current backup of your data Select the unit that you wish to delete then click on the ti button Note You will not be able to delete any unit that is occupied so if you wish to delete such a unit you must first either transfer the existing tenant to a different unit or move the tenant out Now if you are sure this is the unit you wish to delete and you clicked on the Delete Unit button a message will appear that looks like this Information _ SA Click on the Yes button to confirm the Delete Click on the No button if you wish to return to the window you were working with before Just so QuikStor
7. Click on the Add Remove Charges button You should now see the screen shown above Follow the instructions above to add change or remove monthly charges RENT TAX QuikStor Express can automatically apply a rent tax to any or all of your units Here is the procedure on how to set that up 103 Go to File gt Site Setup gt Change Site Setup gt Site The top of the window that pops up will look like this Site Printing Technical Additional Check Processing Additional Charge Labels Quikstor security amp Software Since bb13 Valjean Ave CA O None Deans And Homer Ge MiniCo amp Bob Bader 31406 O Safestor 616 322 2000 Qualified Facility Mumber Automatically Print Cancellation Notice On the right side the second option down is Rent Tax Enter your rent tax percentage Click on w save amp Exit Express will then ask you Confirm eg Zem O Do you wish to apply Rent Tax to all units of unit types getting rent tax e If you wish to have this rent tax applied to ALL your units click on Yes and you re done Rent Tax will be applied to all units vacant and occupied If you wish to apply this to some units and not all click on No and continue with the next steps APPLY RENT TAX TO CERTAIN UNIT TYPES If you would like to only select certain unit types to tax go to File gt Site Setup gt Rent Tax Setup You will see the screen below 104 Rent Tax Setup ee
8. Refunds within QuikStor Express are usually given during a Move Out To refund from Express first perform a Move Out for a tenant by selecting the tenant going to the Move In Out menu and selecting Move Out From this screen click Next and then you will get a window that has a section on it similar to this Refund Rent and Monthly Charges for 162 Li days w Refund Security Deposit 20 00 Collect Other Placed R Refund Other 30 00 Collect for Inventory Total amount to refund 371 00 From this screen as noted above check how much you want to refund this tenant that is moving out and then complete the remainder of the Move Out The only other time that Express will allow you to give a refund is if a tenant that is paid ahead and has purchased insurance decides to cancel his insurance At that point Express will ask if you want to refund the advance payment Now that you have made a refund you are probably wondering what reports will show it Most of the reports in Express only show Collections money taken in from renting units inventory or miscellaneous charges This is why a Bank Deposit and a Daily Collection Report do not show when refunds are made both of these reports are for Collections only The report that shows refunds is the Report On All The Refunds R E F which can be found by going to Reports gt Exceptions gt Report On All The Refunds or by searching for R E F in the Re
9. x Cancel There are three tabs that allow you to setup what is sent during overnight processing Daily Report Database Backup and Three Available Report On each tab you can set up either the email address that you want it sent to or you can input a specified path that you would like the report or backup saved Under the heading of Daily Report there is also a check box to Send IP address during Startup If this is checked it will send the current IP address of your computer to whatever email address is in the TO line This is only for use if you are having this computer connect to you through out the day The last tab in this section is the Reports On Demand tab that allows you to input an email address that will automatically come up whenever you manually email a report from within the Express program Mobile Reporting Users Only At the bottom of the Daily Report tab is where you will set your Mobile Reporting parameters Mobile Reporting allows an owner to have these reports emailed directly to their Smart Phone via Adobe PDF or JPEG formats Contact your QuikStor Account Representative if you would like more information on upgrading to Mobile Reporting Internet Settings E eCommerce Users Only there are two additional tabs on this screen if you have purchased the eCommerce module for Allow Payment One Week Before Auction Allow Rent Unit online rentals and payments They are E Allow Reserve Unit Edit Tenant Info Enable
10. 39 x 2 months 78 and QuikStor will refund the 12 insurance premium as credit on account e f you move a tenant s paid to date Payment Change Paid To and they have insurance this is the equivalent of a credit toward rent or debit against rent and all the same rules apply e f you start insurance for a tenant who is already paid up to a future date QuikStor will require them to immediately pay for insurance for now through their paid to date e You cannot start insurance for a delinquent tenant They must first pay their rent then they can start insurance CANCELING INSURANCE Select a tenant from your list and then go to Tools gt Insurance gt Start Cancel Insurance You will now be at a window that will ask you if you are sure that you want to cancel this tenant s insurance manually If so click the Yes button If they have prepaid for the insurance it will ask if you want to refund the policy amount Click on the Yes button This will automatically cancel the tenant s insurance policy in your system and bring up a form to print out for the refund PRINTING PRE amp CANCEL INSURANCE NOTIFICATIONS Select a tenant from your list and then go to Tools gt Insurance gt Send Pre Cancel Letter This will send a letter to the selected tenant notifying them of your intent to cancel their insurance coverage You will also be able to print an actual cancellation letter once you have officially cancelled their insurance
11. DAMAGED RESERVED UNITS E Y H When you select this report a sort order menu will come up Select either by date or by unit This report will list all damaged units on site the date it was marked as damaged and any notes you have entered for that unit It will then list all reserved units on site the date they were reserved who they were reserved by and the amount paid at reservation LIST OF RESERVED UNITS E Y H1 You can sort this report by reserved date unit or by last name This report will list all of the reserved units in order by unit number It also shows the future tenant s last and first name date reserved on date held until security deposit and admin fee Delinquency The sad truth is that some tenants just do not pay their rent on time Most of them just need a late notice as a reminder but there are others who become so delinquent that you have to send them Preliminary Lien Notices or Lien Sale Notices You will probably want to have this work done automatically by Express but there will be cases that you will want to give special attention Below is a breakdown of those reports along with a brief description DELINQUENTS LIST F B This will display the names and status of all delinquent tenants At the top of the report is a summary of all delinquent units and the total amounts of money owed The delinquent tenants are then printed out in order of the date they are paid up to with the most delinquent tenant at t
12. TENANT RENT HISTORY This window allows you to view the rent history of a selected tenant Select a tenant from your list and then go to Tenant gt Rent History Rental Rate History START DATEJEND DATE TOTAL RENT RENT TAs 124 2009 Nor 157 50 150 00 0 00 7 50 0 00 0 00 11 2 None 12 3 2003 150 00 150 00 0 00 0 00 0 00 0 00 11 21 127 This window shows you how much rent the tenant is paying and if there are any extra charges in addition to their rent such as insurance It notes the amount of rent they pay the amount paid for insurance if applicable any miscellaneous charges and the date the rent was entered into the system When you are finished viewing this window click the Y OK button Non Tenant Purchase This function allows you to sell products out of your inventory to non tenants Go to Payment gt Non Tenant Purchase This will allow you to sell items directly out of your inventory It will also enter sales tax on these items if you specified an amount in your Site Setup Inventory button Start by selecting the item you wish to sell from your inventory and click the gt Next button Then type in the amount of items to sell and click the Add button Repeat this process for all of the items you wish to sell When you have added Non Tenant Purchase mes all of the items click on the Close button l Tax Exempt pr This will take you back to the main window where you will have the option of adding
13. of the month during a move in and does not accept partial payments Refers to a tenant who has been locked inside the facility because they did not enter their gate code at the entrance keypad You enable this to educate tenants to always enter their gate code and force them to see the manager when they don t Process of moving an active tenant from one unit to another Monthly rent rates for tenants who are below the scheduled standard rent rate for their units associated size Displays all units for a specified sort type User defined specification for a set group of units e g 5 x 5 10 x 10 etc Individual security account containing corresponding name password security level and profile The currently active user is displayed on the program title bar Pre defined data source that inserts the associated value or text into a selected notice letter automatically Variables are indicated by surrounding bracket symbols while in the word processing edit window Inspection of all units on a facility 182 INDEX A ACUONS INGSCOCC idos 165 When will delinquency actions show u p on the Actions Needed Report cccceseeeeeees 165 ACTIValING QuIKSION OPUS Ee 49 A CWalk DOHOS Sues Sane vate aos 172 Addresses For Certified Notices Gent 167 AVES Mae 132 AMOUMS en e EE 172 Apply Cut Lock Advertising Late Charges 132 ALCAN Databas EE 150 ATC Dala do oo e de 151 EIU EPA CUMIN Sis SAA SAA 151 ASMA
14. uikStor _ Security and Software EG 1987 0 QuikStor Express User Manual X QuikStor Express Fle Pa Move t yen tove wr Delinquents Reports Marketing Browse Data Tools infos Ten e PR E E n DA A amp 33M Y 9 Search by Unit or Last Name 6613 Valjean Avenue Van Nuys CA 91406 www QuikStor com Phone 800 321 1987 Fax 818 501 5785 Support QuikStor com USER MANUAL COPYRIGHT Copyright O 1998 2009 by QuikStor All Rights Reserved No part of this publication may be reproduced transmitted transcribed stored in a retrieval system or translated into any other language or computer language in whole or in part in any form or by any means whether it be electronic mechanical magnetic optical manual or otherwise without the written consent of QuikStor 6613 Valjean Ave Van Nuys CA 91406 The QuikStor Express manual version 4 0 is printed in the U S A QuikStor believes that the information contained in the manual is correct However QuikStor reserves the right to revise the manual and make periodic changes to the content without a direct or inferred Obligation to notify any person of such revision or changes QuikStor does not assume any responsibility for the use of the manual nor for any patent infringements or other rights of third parties who may use QuikStor Express the manual or the software contained herein The software contains valuable trade secrets and proprietary
15. 11 20 2009 Moved In Last Paid On 12 29 2009 Last Action Sec Dep 25 00 Tenant Notes Is this the correct payment to void Yoiding this payment will leave the tenant with a paid to date of 12 1 2009 N TOTAL Sa X Cancel Note You may only void payments on the same day they were entered Once you have made sure everything is correct click Y Yes to confirm the void 118 HOW TO VOID A PAYMENT NOT MADE TODAY To maintain database integrity Express only allows you to void a payment that happened on the same day as the payment To work around this follow these steps Select the unit you wish to work with On the main screen in the General tab click on Last Paid Last Paid HS o a Select the payment you wish to void and click on Re print Receipt E fe Print Receipt With the receipt in hand you are now ready to undo the payment a Select Change Paid To Date and move the tenant s Paid To Date to what it was prior to the payment b Select Debit and debit the tenant any dollar amount that they paid in any field other than Rent And Charges Those are taken care of in the step above c lf there was a credit applied to the original payment select Credit and re apply that credit to the tenant s account gt IS Change Payment Method This function allows you to change the payment method for a single transaction Go to the Payment gt Change Payment Method Sometimes an incorrect payment method was selec
16. E 1 Rent Changes EA Vacancy by Type EP Vacancy Redlock and Damaged Check List If a date range is needed for the selected EC Vacancy List by Size SEEM aaa report a date range box will appear Once you specify the date range the report will then be ED Vacancy List By Unit d d displ d EE Three Available proreRSen ea E ea E F A Rent and Vacancy Schedule E F C Tenants Who Have Vacated You can also print the selected report directly EE Tenants ho Have Vacated With Balance from this screen by clicking the Print button 7 Help E Print La Preview HI Close Click on the Close button to exit from this window This list is sorted by the report code If you know the code of the report that you need you can enter it in and click Find It or you can simply scroll through the list until you find the report Select it and click on the Preview button Upload All Key Codes Note This feature is only available with QuikStor s access control system or with an integrated 3 g party gate system This function allows you to upload all of your key codes from Express to access control keypads Go to Tools gt Upload All Key Codes This sends all of the key codes from Express into your access control system You should only have to do this during the initial installation of Express After the initial upload gate codes are automatically sent to your gate system when added or edited Deletions are also automatically sent to the
17. For example you could make a field called Mother s maiden name to put in the tenant s record This information will show up on the main screen of QSX within the alternate tab of a tenant s information The bottom of this tab will only be displayed if you have purchased the QuickBooks Integration Here you will set variables used to transfer information to QuickBooks 28 Assigning Category Codes Assign Codes el You can assign three digit codes to each category that you entered above by going to Tools gt Assign Categories This will bring up a small window that allows you to assign codes to different types of Tax Bent Tax income such as rent rent tax security deposit insurance etc SEC Security Deposit ETC Insurance a cies verre In the past even before using management software was popular in Electricity the self storage industry owners would typically assign such codes to Vending income categories This feature has been added to help facilitate Damage Cart Rental those that still use such codes Type in the code you wish for each of Press Enter to assign Codes these items and click the Y OK button E Help e OR x Cancel CREDIT CARD PROCESSING Note This section of site setup is only for those sites that have a Plug N Pay or QuikStor Processing account installed on their systems QUIKSTOR PROCESSING TAB SETUP This tab allows you to set up all of your QuikStor Processing settings in
18. NOTICES AND OR RECEIPTS Express provides you with the option to email bills notices and receipts to a tenant s email account to give them a separate copy for their reference These documents will be sent out either when you process the outbox manually or when overnights occur if you have this setting enabled You will need to configure the following settings to make sure they will process and send correctly INTERNET SETUP First you will have to make sure that you have the Internet settings correctly set up working and that you have a valid Internet account Do this by going to File gt Internet Setup TENANT INFORMATION Set up your tenants to receive the bills notices and or receipts Select the tenant you wish to have these emailed to then go to Tenant gt Change Info Tenant Tab Enter an email address for this tenant in the field given This will be the email address that the bill notice receipt is sent to Destination Options Next click the Destination Options button and confirm that the email option is checked beside all of the items you want emailed ime to this tenant E E Miscellaneous Tab H you want these to automatically be sent during Notice Bill far 184 month s overnight processing for this individual tenant click on the Print miscellaneous tab and put a Receipt yr 145 checkmark beside the Send a Bill option You can also select how many months yo
19. WHAT S THE DIFFERENCE BETWEEN A STATEMENT AND A BILL A statement is a snapshot in time of that account lt shows exactly where the account is at the moment it is calculated If you want to know how much is owed at this moment you want a statement In Express you would want to use the Complete Tenant Report E I which can be found at Reports gt Tenant This serves the same function as a traditional statement showing not only a snapshot of where the account is at this moment but also how it got there A bill shows how much the tenant wi owe the next time rent is accrued You send a bill in advance of the rent being due so the tenant knows how much to pay and when to pay it As that is the case the rent shown on a bill will always be for a date range AFTER the date it is being printed as well as after the tenant s Paid to Date 176 I RECEIVED A MESSAGE ABOUT BACKDATING WHAT DO I DO If you receive the message below it means that your computer date has been changed to a point in the past Either the date was set forward and you just fixed it or it was set correctly and you just moved it back In both cases you will receive the following message Warming AN Excuse Me lt appears the computer hat been backdated Express will now close Please correct the computer date and try again Express is designed to protect against backdating as it causes major database integrity errors If you received the above err
20. information Unauthorized use of the manual or the software can result in civil damages and criminal prosecution Starting Up 33638 All trademarks trade names logos and images used throughout this manual are the exclusive properties of their respective holders DISCLAIMER QuikStor Express is constantly having subtle changes made to various screens as features are being added Because of this it is nearly impossible for screen shots in the manual to keep up so screen shots you see here might be slightly different than what you see on your screen Please try to follow the spirit of the screenshots not the literal Also if you are viewing this manual from your computer and not on printed pages you will notice that the page numbers written on the page may not match where they are within the file This is because this manual is written for printed material The program you are using will show you what page number you are viewing in the file itself so if you are printing specific pages you will need to go by that number not the number listed on the page itself Contents What s new in QuikStor Evpressd 12 o UO eee a cnc A 13 System Recommendations o nneannnaannnnnnneneeenennnrrrrrrrrrnrrrrrrrrrrsnrrsnrrsrrrnnrrrrrnnrrnnrrrnrrrerrrererene 13 Recommended Windows Settings while Running Express 13 B ID 13 ES SOMO AAA A 14 Mstaling QUIKStOr EE 14 QuikStor Data ENUY screny ra O A ee 16 B
21. then click hold and drag the mouse to the area you wish to have a new text box The Master Data areas should remain untouched this is the area where Express displays calculations and breakdowns Be careful if you must edit these sections If you wish to add a page go to Edit gt Add Page Once you have added a page you can switch between pages using the tabs at the top of the editing area When you are finished editing your document you can find the button near the top of the screen press that button and Express will ask if you wish to save your changes if so say yes SIE If you make a mistake and wish to restore the notice to its original format you can select it and click the Restore Default Notice button To restore all edited documents CR check the All box and click the Restore Default Notice button Restore Default Notices ADDING GRAPHICS Inserting graphics in your documents using the Express word processor is just as easy as inserting text Locate the the Objects Toolbar It will either be located vertically on the left side of this page or horizontal at the top of the page It will look like this Els m g E es Se Click on this button and you will be able to place an image on your letter as you would a text block Select the image file you would like to place in that location by clicking on the Load button and selecting the location and file from the window Change the size of the image in yo
22. they will connect to your computer via the Internet and input it directly in your database Once completed we will contact you to let you know that you re all set and ready to begin your first day managing your facility with QuikStor Express 20 Software Setup IMPORTANT NOTE Site Setup and Delinquency Setup are the two sections you should work with first as they are critical for your operations Please do not skip to any other sections until you finish this setup a SITE SETUP ALL TABS The Site Setup window is used to view or set all of the variables for your site For example you can set up the bank account number rent tax if applicable and an NSF charge To get to this window go to the File menu on the top toolbar and select Site Setup These windows allow you to view or change site variables If you select View Site Setup from the Site Setup menu you will only be able to view the tabs If you wish to make any changes you must select Change Site Setup If you are not certain which you selected simply look at the title at the top of the window From here you will need to click on the other tabs at the top of the window and enter the setup information there You can save your changes by clicking the Y Save amp Exit button To cancel any changes you have made click the X Cancel button SITE This is the main site setup tab This allows you to set up the main site variables such as Manager s Name Change Site
23. 1 Alternate Misc Auto Billing Financial zum go cE Last Name First Marne Middle Initial e Video Help Address Home Phone Additional Address Work Phone City State Zip EA Company Cell Phone E Mail Address iM Print Lease Addendum Special Notes i Ei Gat cae hepa Unit Description Tenant Comments Destination Options Read Driver License LY x Cancel TENANT DETAILS This window allows you to enter basic information about the tenant Last Name is the only required field by default on this tab Once you have filled in all relevant information click the Alternate Misc Auto Billing or Financial tabs at the top of the screen to continue the Move In process Use Additional Address if the tenant s address is too long to fit into the first Address field If the customer is already on the Waiting List you can click that button at the top of this screen to auto populate the tenant s information from the waiting list 83 You can enter notes on the new tenant by clicking on the Tenant Comments button near the bottom of the form The Destination Options button can be used to specify whether you want to print or e mail the various printouts e g receipts to the tenant Also there is a button there for Read Driver s License This is an included module in Express Professional and available as an optional module in Express Standard ALTERNATE CONTACT DETAILS This tab allow
24. 12 24 2009 Amt Due Mo Balance Last Paid On Last Action Tenant Notes The schedule for this size is Aa complete list of upcoming rent raises can be printed by selecting Reports gt Tenant gt Those Getting a Rent Change E L P Moved In 11 20 2009 Sec Dep 50 00 73 00 73 00 Cam NOTE You also can raise or lower a rent upon a move in This information can be found in the Monthly Rent section under Move In The tenant s old rentis sheets ENER 65 70 80 30 87 60 91 25 97 31 50 Increase 109 50 J 0K Rent Raise Letter e Print 1 Copy Preview What should the tenant s Decrease new rent be 0 Increase CHANGE RENT FOR AN INDIVIDUAL UNIT 20 Increase You are lowering this tenant s rent by 8 00 in 25 Increase When should this new rent become effective 33 Increase 3 1 2010 al Rent raises can only take place in the future and on the anniversary of the paid to date This function allows you to raise or lower the rent for a specific tenant C None X Cancel 111 Begin by making sure you have selected the correct unit and that the information about that unit is correct Enter the new rent amount into the field next to What should the tenant s new rent be You can use the Suggested amounts on the lower right side of the window as a guide When you have entered the new rent press the tab key on your keyboard to set the new
25. AMOUNT dh Find Find Next elp for payments by clicking the Re TRANSACTION DATE mme Joan eaance emo pao TI print Email Receipt button This 12 28 2009 4 33 PM 73 00 15 00 Payment 4 1 2010 12 24 2009 12 02 PM 15 00 15 00 Credit 3 1 2010 button will not appear unless the 12 24 2009 10 57 AM 76 65 0 00 Payment 3 1 2010 3 transaction is a payment or another 12 4 2009 12 15 PM 76 65 0 00 Payment 2 1 2010 transaction which produced a receipt Click the Print ELL button to print a Transaction Report for the selected tenant E 4 l A Select Re Print Email Receipt Print ELL J Close TENANT PAYMENT HISTORY This window allows you to view all of the payments that a tenant has made Select a unit from your list and then go to Tenant gt Payment History This will show you all of the payments made by the selected tenant You can highlight a specific payment to view details From this screen you can also preview print or email receipts To exit click on the Close button TENANT DELINQUENT HISTORY This window allows you to view a tenant s delinquency history Select a unit from your list and then go to Tenant gt Delinquency History or from the main screen click on this button Last Action This will show you a list of delinquency actions and or notices for this tenant It will show their Paid To Dates the date of the action and what type of action was taken To exit click on the Close button
26. Additional Additional Charge Labels QuikStor Process o ue Help Print During Overnight Video Help ena 8 T P T r Je mu Receipts Receipts are printed when payments are applied and may be given to the tenant for his her information or kept at the site for its records Transfer Receipts These receipts are generated when a tenant moves from one unit in your facility to another They may be given to the tenant for his her information or kept at the site for its records Deposit Slips These are printed when you make a bank deposit from the Reports menu and contain information about the payments made since the last bank deposit Lease Addendums These addendums are generated when a tenant is moved into a unit and contain 22 information about the unit and the tenant Raise Rent Letters These letters are produced for your tenants in the event that rent rises at your facility Vacating Tenant Reports These reports are produced when a tenant is moved out of his her unit and contain information about the tenant and the unit NSF Letters In the event that a tenant s check is returned to you due to Non Sufficient Funds this letter will inform him her of the returned check and of any additional monies due Vacating Tenant Receipts These receipts are produced when a tenant is moved out of his her unit and are given to the tenant Number of days before PTD to print Bills This
27. BILLING This function allows a tenant to have the site automatically charge a credit card one month s rent during overnight processing on the anniversary of their paid to date instead of having to come in or be billed Note To be able to properly use this feature you MUST have the QuikPay module for QuikStor Express and a processing merchant account If you need either of these please call your QuikStor account representative at 800 321 1987 61 Change Tenant Info for Unit 3 Tenant Alternate Misc au QuikPhoto Help This formi is used for Auto Credit Card Billing and or Auto Checking i Account Billing All fields labeled BLUE must be filled in Video Help BILLING ADDRESS Insert Tenant Information Last Marne r First Mare el Address City State ZIP P BANK INFORMATION Routing Number Account Number Checking Account 1 C Savings Account CREDIT CARD DETAILS Lamp PROCESSING s VW Auto Credit Card Billing Auto Checking Account Billing Process CL days after PaidTo Date Change Credit Card Information Print Agreement
28. Click Y OK to confirm your choices You will then be taken back to the Make a Payment window with the total you have just confirmed Payment details for Unit 1 pads UNM ie AAAS CHOOSE A PAYMENT METHOD Check This is the final step in the payment process In this window you will indicate the payment method your tenant is using First choose a payment method by clicking on Cash Check or Credit Card ACH Da Last Order ID Hone A i i A een ee Cash If your Tenant is paying in cash click on this option Last Credit Account NumbMone Check If the Tenant is paying by check click this option and C Use New Credit Card or ACH Account enter the check number and the Bank Number these are required to complete the transaction Combined Payment Payment Total 134 54 Receipt Print 1 Be C Preview f Nope IS THIS ALL CORRECT 92 7 Help ox X Cancel CREDIT CARD OR ACH Credit Card Information lea Click on this option if your tenant is paying using a credit card Credit Card Information Hr balers anu Sie Click on Use New Credit Card or ACH aea frewtareapera Account and this screen will come up allowing 7 you to either enter in all of your credit card Last Bell as Mame an Lard information or banking account information to Credit Card H 4111222233334444 CC Type None debit your checking savings account Expire Date Ma OUER l Swipe Card i e Click the Swipe Card butto
29. Deposit to verify that your deposits match your collections The trial report may be run any number of times but when the real bank deposit is run it cannot be run again The reason for this is that after running the bank deposit a marker is set in the deposit record so that all transactions from this point until the next bank deposit are included on that next bank deposit All the cash checks and credit card income that have been collected will appear on this deposit Make sure the printer is ready when you select this report More than one copy may be set to print so you can keep one or more for your records You can always print another copy later of the bank deposit by going to Browse Data gt Bank Deposits and clicking the Preview Bank Deposit Report button Chapter Eight Frequently Asked Questions HOW TO SEARCH Finding information quickly is crucial to running an efficient business In Express there are various tools and windows that allow you to quickly sort or search for the data you need For the purposes of this example let s say that we want to find all tenants that were charged an ADMIN FEE Go to Browse Data gt Payments A window will come up that looks like this 175 Gi Browse Payments Search In Field ADMIN FEE 73 00 35 00 95 00 0 00 0 00 50 00 30 03 23 00 73 00 73 00 95 00 J vien TA Preview Receipt y Re Print Email Receipt There are two quick and easy way
30. Due On These once otero 171 Tenants Paying Less Than Scheduled By Unit Tvpe 171 Tenants WInout Rent Ade Sisa iio ad 171 EE A N 174 ELO ed o EEN OE o aceite teat OE A iss dee teases toasaaene 174 ACI A E 174 ISEOLAME ale OS eS 174 List Of Tine Gate Codes Fonasa canta aint al dia dt pilla ibi 174 SS A 170 ale ALO E 170 Jace e ie el ele TE 170 Quarter Invento Sale Siro 170 Make A Bank Depositada 175 o ren ere eats ena rear rene ane eR ee ee 173 INSUPANCE Activity Re DO aii nore barteri herd uae bala ada cia haat neti 173 Insurance Activity Report For A Date Range s nnennennennennennersrrrrrnrrrrrrrrnrrrrrrrrrrrrrererrerrne 173 TFotallMontAI GIANG OS ir dd 174 DUO A A lt A e En 172 e NR le EE EE 172 PIMOUNTS OW CG a o e a ele e tee ele 172 Facility Review Walk Around Fomm 172 EIST OMANI TS UMIS EE 172 nn EN 173 Beien Be 172 Site Noles From Calendari ti ei Be ee 173 Wating E 172 E E GE 168 Credit Cards To Be Charged For A Date Range ccoccccoccnccccncccccnonncnnnncnnnoncncnnnnnnoncnonannnnnnnnns 168 ESCIOW STEE EE 169 Biel CO WIIG cuted teiicta st rouldu A satel st 169 List Of All Tenants Who Have Prepaid naannannnannannnnnnennannnnnnnnnnnrnsnronrrsnrnnrennrnrererrenrrerenne 169 List Of All Tenants Who Have Prepaid Achual 169 List of Tenants Who Moved Ubica 169 Master E EE eeg S AERE 168 Monthly Charges For A Given Time Henod 169 Monthly Ghrarges FOr Alli Tena nodo 168 Tenants Getting A Rent CAMA ee
31. Express Change Site Setup Printing Technical Additional Additional Charge Labels QuikStor Processing P Uu es Thiz function allows you to Process Credit Cards and Venty Checks during a payment It also allows you to automatically debit a tenant s Credit Card or Checking Account for one month s rent during Overnight Processing a Video Help IF none of the fields on thie screen are editable then you haven t purchased this functionality from QuikStor To purchase Integration for Quik Stor Express contact the QuikStor sales deparment at 800 321 1987 To make this function work properly fill out all the fields below using the instructions to the right Also be aware that this function requires that the the Internet Setup be completed That screen can be accessed through File Internet Setup Payment URL win yourpeymentprocessor compquikstorstorage APTURAL www yOurpaymentprocessor cam quikstorstarage Usemame quikstor2 Property Code QUIKSTORTESTPAY Password ses Re Enter Password Auto Process Credit Cards 4 A Days After PaidTo Date Reset All Use a proxy server e Save amp Exit x Cancel QuikStor Processing is a comprehensive credit card and ACH solution for self storage facilities The payment gateway and credit card processor are from the same company and offer a tight integration with QuikStor Express QuikStor Processing is 100 PCI compliant and offers facility owners the convenience of 29
32. Express is absolutely sure that you want to perform this function another window will pop up saying Information pe REALLY SURE You are about to make a VERY permanent change to your facility If you are not an owner it would be a VERY VERY GOOD idea to get permission to do this now STILL CONTINUE Click Yes to Continue or No to return to the Unit Setup Window Once you have confirmed the Delete click on Y Save All Changes and Exit and you will be back at the main screen of QuikStor Express If during the deletion process you are unsure on whether or not you want to delete a unit please click on the No button and contact QuikStor Technical Support to make sure you are following the proper process for what you want to accomplish SPECIALS This function allows you to setup specials at your facility Go to File gt Unit Setup gt Define Specials You will see the following window that allows you to create and customize specials unique to your facility For example if you are in a college town you could create a Student Special or a Military Special if you are located near a military base Also you can use the Coupon Code box to enter in coupon names or promo codes that you use in your advertising That way when someone comes to your facility to rent a unit you will Know which advertising 38 vehicle brought you the prospect This allows you to target your valuable advertising dollars to the m
33. Gee The next screen will show you the charges 14 9 10 8 95 00 25 Inside f 15 10 ET 125 00 el inside associated with the transfer such as the 16 10 10 10 95 00 25 Inside monthly rent monthly charges insurance x a SA En and a transfer fee if applicable For the 24 10 20 10 150 00 50 Outside transfer fee you can set a default fee to apply to all transfers by going to Site lt p nea X Cancel Setup gt Change Site Setup gt Technical and apply the value of your choice to line 16 Default Transfer Fee 16 Default Transfer Fee 0 00 The last screen check to make sure all of the information is correct Confirm that you are transferring from the correct unit and that all the rental information is accurate Note Even if the tenant transfer results in the tenant owing money i e they are moving into a bigger unit you will not be automatically taken to a payment screen The tenant s account will be debited or credited if the transfer results in a refund and you will need to receive a payment to eliminate this balance If the scheduled rent of the unit you are transferring into is different than what you want the tenant s rent to be you will have to adjust the rental rate during the transfer by clicking on the Rent button Transfer Please make any necessary changes to the new Unit o a a gt Help Once you have made sure A eg Video Help everything is correct click Morthiy Rent A Transfer button
34. Info SIZE 5x5 Height 10 Floor 1 Door Rollup Door idth H InfOut Type Rent Inside Climate 73 00 Tenant Info Last YACANT First Pald To n a Last Action None uf Save All Changes and Exit You will use this window to add new units work with unit types or delete existing vacant units Below are the functions you can access within this window with a brief description of each UNIT TYPES This window allows you to create a unit type Later you will use these types to create specific units Changing Types o e cr e meem size HeIGHT RENT COUNT vacant FL 8 5 1 gt Add Type i change Type 1 73 00 Climate Inside Rollup 2 5x10 8 95 00 5 3 1 Climate Inside Rollup J 10x10 10 125 00 H 6 1 Climate Inside Rollup 4 10x10 10 95 00 4 2 2 Climate Inside Rollup 5 10 20 10 150 00 10 5 1 Storage Outside Rollup 6 5x10 8 85 00 6 4 2 Climate Inside Swing T 15 30 1 175 00 6 3 1 Parking Outside None 25 00 25 00 25 00 50 00 25 00 25 00 00 0 O 00 00 1050 To work with the unit types 5x5 E section click on the Vi Tess button In order to define specific units in your facility you must first define the unit types For example you might have 20 units that are all 10X10 with roll up doors on the first floor 36 Rather than re enter all of this information each time you create a new unit you simply create a unit type with thos
35. List of Credit Cards about to Expire E 161 Credit Card Transactions by Type GH 161 VACANCY OCCUPANCY EE 161 Unt Sumar ES ia aid 161 Untoummary D E ln Ee EE 162 Unt TV OC Report EAU a e toda loan calas O 162 All Unit Types RE DOM EUSA nia 162 Rent And Vacancy Schedule EEAI a 162 Biet g ele REDON EUs sais o died ial citable adi aed Maat oia 162 Vacaney By Type EA EE 162 Vacancy List E C and E Dina ici 163 Vacancy List with Notes ECGNI nek 163 Tiree Available EE usar idos 163 Tenants We Have Vacated E F 0 i cussizssseesewsbeaasennaeannenaeetenannmadenrmanedayaanmedepeusenanyannmetamenesaned as 163 Tenants Who Have Vacated With A Balance EEGEN 163 Expected Move QUISE FP liv ida 163 MOVE ANYS EEN o ld 163 Move In Analysis Expanded EINEN 163 Move ln c Move Our Analysis EFD EEN 164 Unit ENcieney REDON E RE 164 Unit Efficency Report by Unit Type E Dusan 164 Unit Efficency Report by Unit GGe E TI2 164 Occupany Analysis Report E F E ccccccccssseccesceceeeeeceesecseeeeseusecseeeseueesausessaeeessusesseeeeseas 164 Contribution to Rent by Size ERI E 164 Rent Analysis By Square Foot ER 164 Red Lock and Damaged Checklist Ev 164 Vacancy Red Lock and Damage Checklist EBI 165 Damaged Reserved Units E vHi an 165 List Of Reserved Units E de RE 165 DeliNgUENG Y na Aia 165 Delinguenms o A o In 165 Delinquent Rents List Auction Planning F B 1 c ccccseeceeeceeceeeeseeeseeeceees
36. Notice IN 0 Second Late Notice 2LN Third Late Notice 3LN 0 Pre Lien Notice 1CERT 0 Lien Sale Notice ACERT 0 Cut Lock CUTLK U Advertising ADV Following Units were already Advertised To determine when items will show up on the above report go to Tools gt Support gt Print Delinquency Settings This will print a report that looks similar to this Active Delinquency Settings QuikStor Security amp Software Since 1987 Compiled on January 22 2010 at 12 02 PM Settings Last Modified on 12 2 2009 at 5 55 PM Notice Days Amount FlatRate Percent Expires Required Send to Alternate Print Min Amt Max Amt Recuring First Late Charge d 10 00 Y N A Y First Late Notice d Y Pre Lien Notice 45 15 00 bd Lien Sale Notice 30 00 Y Cut Lock 25 00 Advertising 50 00 This report shows you your delinquency settings Each step in the Actions Needed report shows what is due but has not yet been done So in this case if for some reason the First Late Notice was not printed for a unit during overnight processing but it is more than 7 days past the paid to date note the 7 in the Days column after First Late Notice the F A will show a First Late Notice for that unit Pre Lien is calculated the same way in this case 45 days after a tenant s paid to date assuming the Pre Lien hasn t been processed that will show up on the F A Lien Sales are due when the Pre Lien expires In this case the Pre Lien expires after 15 days the 1
37. Out nja 19 Akbari Ashim Last Receipt 75 20 VACANT 4 22 2010 Last Action None Num NSF s 0 21 Martin Tammy Login date time 5 26 2010 8 49 23 AM owner CAS Closing Application Quiklnfo Plus will automatically close after This 13 a second instance of Us two minutes of inactivity It wall close in 21 seconds IF you want to continue working on it click Extend button A notification screen Will come up allowing othenwise the application will clase i you to keep the application open for another Extend 2 min two minutes or to close now RESERVE UNIT This window allows you to hold a unit for a future tenant You can also receive a payment to hold the unit 80 Reserve Unit Begin by entering all desired tenant information The only required field EE Waiting List Reservation H Reserved Du Owner Help by default is Last Name Last Name First Mame Middle Initial i ieee Te re M Then in the lower right hand corner dE of the screen you can enter an Additional Address Work Phone amount for the Reservation e Payment The payment is split into City Zip FAX up to three categories Payment for it Rent Payment for Security Company Cell Phone Deposit and Payment for Setup Fee The amount of the Payment E Mail Address Read Driver License for Security Deposit cannot exceed BEE e the default amount of the security ace ae Scheduled Rent 95 00 deposit for the unit and the total
38. Setup Site Printing Technical Additional Additional Charge Labels QuikStor Process da o Manager s Name Tony Gardner Sales Tage 9 250 A een mg E Video Help Site Name QuikStor Security amp Software Since Rent Tax fo Address E 613 Val Gan Ave NSF Charge i setup Fee Site City Mv an N us GE me Site Abbreviation OS olte State CA i Site Zip 41406 Site Phone 818 922 2000 Account Number Truck Sales Tax 26 0 000 Bank Mame SE Truck Surcharge 0 00 Bank City Y Refuel Service is Taxable X Cancel Bank State Bank Zip 21 Within this tab you can setup all of your major Site information and also your bank Information Use this tab to set up items such as NSF charge see page 119 for more info on NSF charges Sales Tax applicable to all inventory items Rent Tax applicable to rent only and Setup Fee charged and adjusted upon move in If you rent trucks you will also set the tax rate for your truck rentals truck surcharge and whether or not refueling charges are taxable The only items within this tab that you cannot edit is the Site Name Site Address Site City and Insurance Serial Number These four items can only be edited entered by a QuikStor Technician PRINTING This tab allows you to select how many copies of certain documents will print You may also select whether to preview the reports before printing Change Site Setup Site Printing Technical
39. To process your Express Outbox and send your data to Quikstor go to Toolsi Emai Outbox and click the Send Now button Click on OK and then go to Tools gt Email gt Outbox The Outbox should look like this A Outbox eX Help Current Items ta Send Now Sy Remove Selected ltemz ey Purge Current List M Close Y Date Time Name Email Subiect D 14 2010 3 45 12 PH Quik Stor Support support quikstor com Database B ackup from US Quik Stor Security amp 9 Database was Backuped on Monday January 04 2070 3 45 PM using QuikStor Express version 3 2 5 5 CASH Backup 0S JAN 2010 zip Click on the Send Now button E and Express will send the data to QuikStor Support WHY DOES MY BACKUP FROM YESTERDAY HAVE TODAY S DATE ON IT Express has two methods of backing up your database and each has a similar but slightly different file naming convention Two backups are created whenever either method is accessed with these file naming formats SiteAbbreviation_DayOfWeek zip SiteAbbreviation_Month_Year zip The Site Abbreviation is up to three characters and is set up in File gt Site Setup gt Site tab If nothing is in that field the Site Abbreviation will be XXX IF YOU MANUALLY BACKUP YOUR DATABASE The day of the week month and year are all based on today This gives you a backup of how the information looks at this moment If your site abbreviation is ABC and you manually run a backup on
40. User Setup User Setup Assigning users and setting their access is one of the most important security measures you can implement in QuikStor Diner I i Express It allows you to limit access to District Manager A sensitive sections of the program and Dame El mee prevent certain users from accidentally Custom SE viewing changing or deleting important Delete This User data _Chenge Access For Tis User When you open QuikStor Express you are prompted to enter a user name and password By creating a unique user EE _ name for each employee manager and general user of QuikStor Express you can Help be ideo Help FL Close limit access to sensitive areas of the program Using this tool you can specify which areas of the program each individual user can access or change Below are the four different items you can work with within this window and a description on how to use each ADD A USER This window allows you to enter in the name and access for a new user of the QuikStor Express software Start out by entering a name for the new user NOTE The User Name you enter must be at least 5 characters in length Ea a ds Then select the user access level from the drop down menu provided No matter which level you choose you can customize this on the next screen After adding the user a screen will popup see below that informs you what password to enter when you login and how to change your password
41. WHO HAVE VACATED WITH A BALANCE E F C1 This report provides a list of tenants who have vacated while still owing you money In addition to providing those former tenants unit numbers it also lists there move in and move out dates the security deposit and what their balance is At the bottom of the report are the total number of tenants who have vacated during that date range the total number of tenants who vacated owing you money and the total amount of money owed by those tenants EXPECTED MOVE OUTS E F G This report shows current tenants who have given notice that they are vacating Information includes date of move out unit name Paid to Date unit size balance and security deposit MOVE IN ANALYSIS E L N This report will show the move ins for a given time frame listing move in date unit number size last name scheduled rent actual rent and discount the difference between the scheduled rent and actual rent Several totals are listed at the bottom of the report including total rents number moved in number moved in with discount and number moved in at scheduled rent MOVE IN ANALYSIS EXPANDED E L N E This same as the E L N but includes more details on specials and free stuff given during a move in 163 MOVE IN amp MOVE OUT ANALYSIS E F D After you select the time period desired this report will print in unit size order an analysis of the move ins and move outs that have taken place during that da
42. You can also go to Tools gt Insurance gt Send All Pre and Cancel Letters This option will print all pending insurance letters Tenant Debit Credit This window will allow you to add a charge debit or refund money credit to a tenant s account depending on which selection you make from the Payment menu located on the toolbar 108 There are times when you must make a debit for additional money that a tenant owes Or you may need to give a credit even though a payment has not actually been made This can happen when someone mails in a payment which you don t receive until after a late charge has been posted In these and other unusual situations Such as correcting an error that was previously made this is the function you will use If you are uncertain whether you are performing a credit or a debit simply look at the top of the window In QuikStor Express like with many accounting programs charges and refunds are applied to categories such as rent security deposit administrative fees etc When applying a credit or debit you can choose from avariety of categories Choose the most appropriate category or categories and fill in the amount s in the field to the right of each category Finally check the amounts and the total to make sure that they are correct and then click the Y OK button to confirm HOW TO APPLY CREDITS amp DEBITS Express has a wide range of ways you can apply a credit or debit to a customer s
43. You will see a box similar to this on the lower right side of the screen Ge Apply all Charges and Notices C Waive all Changes and Notices C Apply Pre Lien and Lien Sale only Select the first option to apply all charges and notices when applicable Select the second option to waive ALL the charges and notices Select the third to waive all charges and notices except for those associated with Pre Liens and Lien Sales Click on OK when finished Repeat this process for each tenant whose fees you wish to waive REMOVING FEES Select the tenant you wish to apply a credit to or remove the fees from then select Payment gt Tenant Credit You will see a screen similar to this Crediting Unit 25 Arias Unit 25 Please assign the credit by category below Help Category Owed Credit Amt DueMo 157 50 Credit nn eg Video Help Balance 5 00 Security Deposit 0 00 0 00 Last Paid On 12 30 1899 Last Action Paid To 2 2 2010 Moved In 11 20 2009 Admin Charges Sec Dep 50 00 Tenant Motes i __TenantNotes Total M Cancel You only have the option to post a credit to the Credit category the Security Deposit category or any category that has money owed In the above example there is 5 00 owed in Admin Charges The procedure for applying a credit is the same as in applying a debit Go to the category you wish and enter the amount you wish to credit in that category If for example you wanted to el
44. amount Then choose a date when this new rent should become effective Note This date must be some time in the future and it must be on the anniversary of the Paid To Date So if the date today is 12 09 and the Paid To Date is 01 10 you can make the rent change effective 02 10 or 02 10 or 03 10 etc Finally you can choose whether to print a Rent Raise Letter to inform your tenant of the raise in rent When you have made the changes and are certain all of the information is correct click the Y OK button to make the change CHANGE RENT FOR UNIT TYPE Raise Lower Rent for all Units of a Type This function allows you to change the rent for A ee all units of a specified type For example you Length 10 Type Climate Floor 1 E Width 5 DoorType Rollup Sec Dep 25 00 may wish to change the rent on all 10X10 Height 8 In Out Inside outdoor units Units ofthis Type 5 Of those 3 are vacant Scheduled Rent 95 00 For vacant units this rent change takes place e Raise Rent by Dollar Amount should the new rent be 1105 immediately For occupied units you must specify EE 6 30 when the rent change will take place If you do not You are raising this type s rentby 10 00 wish to change the rent for occupied units exit this window by clicking on the Close button and choose 3 Raise Lower the SCHEDULED RENT for a type but 8 not existing tenants from the Raise Lower Rents menu C Raise Rent by a Percentage Begin
45. at startup ee atis thls Users access le Gap Mi Once you finish with this window click on the OK button to L Assistant Manager ES XK Cancel continue or if you wish to exit without adding this new user click Manager 8 DistrictiManager on the Cancel button Bi Wher 33 QuikStor Express This user has been added The password for this user is currently set to his or her username The user will be required to choose his or her own password upon logging in with the current password for the first time DELETE USER This function allows you to delete a selected user from your list To select a user click on his her name When selected the name will have an arrow gt to the left of it Simply click on the Delete This User button and then either click Y OK to continue with the deletion or Cancel to go back to the main window with deleting the selected user CHANGE ACCESS FOR THIS USER This window allows you to change the access right for the selected user After you have selected the user you wish to deal with and select this option you will be given the option of Customize Permissions changing the user s access level Owner District eee ed Help Manager Manager Assistant Manager amp Guest are the default levels you can choose from Truck Module Browse Data Help Main Screen Options Site Setup E Then if you have selected any other level other than m iaa Owner yo
46. by last name The unit number tenant s name paid to date late fees other fees and balance will display RED LOCKS TO PUT ON E Y R This report allows you to print the list of red locks to put on for the day Usually this report prints during overnight processing However if you have misplaced it or need another copy you may use this report Listed on this report are all units that have become late and should be over locked The information provided by this report includes the unit number type rent tenant paid to date balance height floor inside or outside access and door type RED LOCKS TO TAKE OFF E Y J This report provides a list of red locks that need to be taken off The tenant s current paid to date balance owed and a description of their unit are included CURRENT BUT OWED FEES E R N Tenants should pay for fees before rent but there may be cases when you allow them to pay for rent first You will want to run this report periodically to discover who is current in rent but still has outstanding balances in other fees You may display tenants in unit order or alphabetically by last name The unit number tenant s name paid to date late fees other fees and balance will display At the bottom of the report will be the total for the number of units and the total of each category of fee owed COLLECTION LOG E R Z This report gives you a list of customers who are currently delinquent listed by unit Also
47. by making sure you have selected the correct unit type and that the information about those units When will the raise take effect for existing tenants 1 28 2010 d is correct Existing tenants will be raised on the first anniversary of their paid to date occuring after this date if the paid to is before this date or else on their paid to date if it is after this date Vacant units will be raised effective IMMEDIATELY Enter the new rent amount into the field next to L fen CP T Go 17 ene What should the new rent be You can use the ni MM suggested amounts on the lower right side of the Heb X cence window as a guide When you have entered the New ren press the tab key on your keyboard to set the new amount Then choose a date when this new rent should become effective Note This date must be some time in the future and it must be on the anniversary of the Paid To Date So if the date today is 12 09 and the Paid To Date is 01 10 you can make the rent change effective 02 10 or 02 10 or 03 10 etc Finally you can choose whether to print a raise letter to inform your tenant s of the raise in rent When you have made the changes and are certain all of the information is correct click the Y OK button to make the change CHANGE SCHEDULED RENT BY UNIT TYPE This function raises or lowers the rent for a specific type of unit but leaves the existing tenants at the same rate 112 When a te
48. can rent deleting trucks from a site s data set and editing the information about a selected truck Here is a breakdown of each of these options 68 ADD NEW TRUCK This option allows you to add new trucks to the truck inventory When you are adding a new truck you will see a window like this Add Change Truck Truck Mame CuikTruck 1 Truck Make Ford Truck Model Econoline Truck rear 2010 Enter 4 digit yyyy Tracking 12345 Registration 1123456 License Gulkstorl VINE 123456789222 Delivery Date 12 23 2009 Help y DK XA Cancel The only required field in this form is the Truck Name but you can enter in more information for tracking purposes such as Make Model Year Tracking Registration License Plate VIN and Delivery Date Once you have entered in at least the Truck Name you can either click on the YOK button to save or the Cancel button to exit without saving DELETE TRUCK This option allows you to delete an existing truck from a remote site that you are connected to First select the truck that you wish to delete then go to Trucks gt Delete Selected Truck You will get this message Confirm eS Select Yes if you wish to continue and delete the Truck or select No to quit without deleting the Truck EDIT SELECTED TRUCK This option allows you to edit the information about a truck This option is very similar to the add truck option You will use the same form Start
49. ee EN 169 Tenants Paying More Than Gcheduled 169 170 171 lesion In 161 Damage Reserved UNIS uns etnias 165 Expected MOVE DS od 163 LIST ge Ru sit in tira o da a lec 165 Move In amp Move QUAN a oar da dd 164 Klee EE 163 Rent elei Te ut 162 Tenants Who Have VacalO EE 163 Tenants Who Have Vacated With A Balance 163 TARE CAV E cr o cette a DO Saas 163 MIU EMICIONCY REDO a e o 164 PEO 161 162 UNI TYDS Le dit sa ds 164 elec igen aaah cent et te tT S 162 vacancia 163 Vacancy Red Lock and Damaged Checklei 165 Reprint All Receipts For A Date Range nnannannnnnennennennnnnnnnsnrsnrsnrsnrsnrsrrsrrsrrsnrsrrerrsnrsrrsnrsnrenene 98 REPITAN LE ASS een el EE 90 Biles cics o e et et te et en en re en E en rT 98 Ki Silent car 114 Required Fields SOU ai id 45 Reserve UN EE 80 Blo EE 81 Kl EEN 138 Restore Databas EE 137 Restore Non Database rl Sui a a Saeed 137 Revenues Collected Pol el 160 S See TR e EE 72 ST TEE 175 Setting Wp EC 31 JA O A A A 143 Site Notes From Calendar ia 173 Se E 21 EENEG 29 SOUICE ta a aa eae aie ne 27 A Eeer 176 Support A A e E A 179 System Recomenda ION Si io aa 13 T TX TEX CS MPi E 85 NEEN EE 108 109 tenant EE 108 109 Tenant Delnguent ISO ASA 127 Tenant IMornmalO LEE 123 FENantr a nen ISO Visores acosan ONU 127 Tonan PACMAN SION Y PEO PE ET O O O usted 127 Tenant SOURCES ne a ee ee ne Se eee 154 Tenant Sources e dae ea le 152 Tenant TranSacuon A DO e Lis 126 Tenants Getting A Rent
50. gate system when someone moves out Outbox This window allows you to store your backup databases in QuikStor that are going to be sent to another recipient along with any other outgoing email concerning this site Note You must complete the Internet Setup for this function to work correctly Microsoft Outlook Module Users if you have the Outlook integration you will not have an outbox in Express All emails will be be sent via Outlook You can still compose emails in Express but they will be sent through Outlook 144 Go to Tools gt Email gt Outbox It is similar to using any email program that you may already have It contains any data backups that you are considering sending to QuikStor support or elsewhere You can set it up so that all of this information will be sent during your overnight processing or you may do it through this window manually When you are finished with this window click the XClose button SEND EMAIL This window allows you to send email to tenants at your site Start by selecting a unit from your list Then go to Tools gt Email gt Send Email This window works just like any other email program that you may have It allows you to email notes or reminders to your tenants This is different from the Outbox function since this one is just for sending things that you ve written not databases bills or reports When you are finished with this window click on the Y Send button HOW TO EMAIL BILLS
51. ia 117 HOw TO Prde A Move OU eorr e a o eit eke 116 N Names UD Ud 135 Non Fenant PUC ASC o lO a DO hd ee oe 128 NOS lalala 114 Poo e A A o O o A o 167 NSF CHECK ee 119 NSF Receipt Shows Less Than Tenant Was Charge 120 O A e o AI o 77 REENEN 144 OVEMIGHTP ROCESS MN ee DOS 139 OVEMmIGHE Repor gt ciclo le ec do 72 P EE eege 91 CHOOSE Payment Oe EE 87 92 Former Tenant Eu EE 97 Free Rent lO EXISUNO Tena iS satan placa 93 A ee eege 95 Make A EE 91 Make A Different Payment With Credit 94 FA IMGML FISTONY dardos 127 Percentage Of Income By Cash Check And Cards oooccooccccoccnconcnccnccncnnccnononononcncnncnnnnnrnnnncnnonannos 160 Faeroe e ee Ne ee nr ee er ee eee ee eee ce ee 173 PHONE O s EE 142 A EE 60 OSTA MBE So ms 134 PRACTICE TaSkS E 58 GAGA 2 ae ne ee nen ce en eee ee een poo 132 FI AIINO UC CS ee teescenandcecunst are e o este ambannuaeetebyanseeeuds 132 FUNES Ob TONAN lett EE 123 B il leide FOF Tena as 124 PAM SPOON lee IG OWS EE 179 PLONE ANA Source RI leo 46 Prone A o o o 153 A O O A cnet as 27 Prode A e E aia add oi eee eee eee idad 116 Q Quareny ere ET dla eA 170 QUICKDOO RS iaa nido aida enla 59 QuikPay How To Set Tenant For Auto CC Billing nnnannnnannnannnannnennennnonnnnenrnnnrnnnnnsnensnrrnnrennrrnnrrnerenenne 61 A o EE 60 AA o EEE A A A RRA mn 63 ASP O E So tee ener 16 R E el 111 Change Rent FOr INGividual Unit iesiseesiicnk nena E E 111 Change Rent FOr UNIE TYDE caida 1
52. is no February 30 So rather than complicating the process with moving Paid to Dates Express will force a pro rate to the 1 of the month on move ins for those dates I Auto Pro Rate to the First 1 00 Ge Rent for BA months 30 00 Other Amount Note that the option to undo the Auto Pro Rate is not selectable during these dates during a move in If you wish to waive the pro rate fee for a tenant just put a checkbox in the Free Stuff and Free Prorate boxes Note that the Paid to Date will still be the first of the upcoming month doing this is essentially giving them however many days remain of the current month free e Free Stuff FP EI Mover kK Free Prorate 1 00 T Free Dollar Amount T Free month s Total Free Amount 178 PRINT SCREEN IN WINDOWS They say a picture is worth a thousand words If you have a question for QuikStor Technical Support providing a screenshot of what you are seeing on your screen can be invaluable and streamline the support process The easiest way to do this is to perform the Print Screen function in Windows Each version of Windows is a little different but all keyboards have a Print Screen button that when pressed will capture the current image s on your computer screen Next open the Paint program on your computer and paste the captured screenshot into the program by holding the lt CTRL gt key and pressing the V key You can al
53. last name Paid to Date total amount of the payment made and the breakdown of the categories which made up that payment including rent monthly charges late fees insurance security deposit administration cut locks credit sales tax and inventory COLLECTION DETAIL FOR EXISTINGTENANTS E R J This is the same as the Collection Detail for All Tenants listed above except this will only calculate existing tenanis CASH ONLY COLLECTION DETAIL E R 4 This report lists all of the cash collections for a given time period COLLECTION DEPOSIT E Q Start by selecting the desired date range The report will display the following information Summary of your actual collections Rent monthly charges late charges security deposits administration fees locks miscellaneous charges credit sales tax and inventory collections made during the time period you selected Rental analysis Totals of scheduled rent rent collected future rent current rent past due rent and free rent given Unit efficiency analysis Totals of possible rent possible occupancy current rent rent for occupied units and rent for vacant units Delinquent notice analysis Totals of each notice sent the number of units advertised and NSF totals Vacancy amp Receivables analysis Totals for vacant units vacant rent vacant square feet and receivables MONTH END ANALYSIS E R M This report totals the monthly collection versus Actual Rent number of vaca
54. load an image from a file When you have an image selected you have the additional options to save a copy of the image and to print email or delete the image There is also a field just above the image where you can type in a brief description of each picture 7 Mew Image Load Image Ril Save To Print EF Emal 3 Delete NEW IMAGE This option will allow you to take a picture and have it automatically imported into QuikPhoto The first time you bring up this window the Devices field will be blank so you will need to select your camera Capture Photo Panneenanansennncnnpeoponsconsnonnseonansocesoooaneonnmoonnnonnnnenossonnscsaneeooonsonasenes Devices Logitech QuickCam Messenger iv Settings Keser ert gt Capture Jf OK X Cancel 64 Once you select your camera the black square above should be replaced with what your camera currently sees You can click the Capture button to snap a photo and then select OK to keep it or Cancel to discard it You can also modify the camera settings Frame Rate The default is 30 frames per second which is real time It can be lowered but for this application there is no need to do so Output Size You can choose the image size ranging from 128 x 96 to 640 x 480 Flip Horizontal If this box is checked the image will have a mirrored effect RGB amp Quality Both of these are set to the working defaults and should not be modified unless asked by a QuikStor Support tec
55. number of months rent get Y number of months free The first is to change the paid to date of the tenant forward the number of months they receive free and then print a Complete Tenant Report as a form of receipt The second option is to follow the process outlined below Let s say you have a special that allows someone to pay for 10 months and receive 2 months free rent A tenant that already has a unit at a 30 month rental rate wants to make use of this special First calculate the dollar value of the rent and charges they will be receiving free of charge In this case the tenant s rent is 30 so the number you want to keep track of is 60 00 Credit the tenant that amount by going to Payment gt Tenant Credit Now that your tenant has a 60 credit on their account you want to take a payment In the payment screen go to Make a Different Payment In the Rent and Charges category you want to enter the FULL DOLLAR 93 AMOUNT for the rent they WOULD be paying if there were no special In this case the total number of months being paid for is 12 and 12 x 30 is 360 so you would enter 360 00 into the Rent Field Click OK Now that you re back in the Payment screen put a check in the box in the highlighted Use existing credit line which applies the credit you ve already put on the tenant s account to the current payment Now you should see a screen that looks like this Payment Type New Pald To Date Amount C One Mont
56. o e 29 AWO CG Biling WITHOUT QUIKPAY csdesign ae OE E E 63 AUTO P rorate 10 ENG Or MONU sere E 178 B Ao a o 177 e A a ten Sa eae ane O II O O II aie edad toda 137 A O A alanine 135 Backup A aie cel ie ris tar aie cian acca cea tie tits SI ae otek acct ie tits Blea 134 Sending A Backup To Quik SIE lana 134 Backup Manada EN 136 Backup Non Database Ple usina aa 137 SEL Let 130 175 on cama a ema ae teeta ae Soke 48 MIMOSA a RN eR ee pe eee 168 BIS Sent FOr A A 168 Browse ID AUG cas sels reeset cet hes ented a teen ots emnenes o le 140 AILT aN a GUO Ss 140 Silbe e EE Te GE 140 Former CMGI AAA SET aie Steer es de ce She nse elas 140 A cele he cael cele ald tes ed O alc ieee se le a el ole aed ere cen etd 140 Eiter EE 142 NAG IN CVs secant yg e y o 141 WV MIN EE 141 C SA PP er ee a oo A E 143 Galltornia Law Llate Ghatgs SCtup EE 44 EN ee nee ne O ea ne o eee ee 60 Cash Collection DSTA sain slice acca esac Gch e e bt dr leia dd 159 e ei a ES 29 El Tee EE 123 Elo A oo A 121 hande Payment Method cursis ia 119 Change Selected Units Ke EE 128 CRECK Vertical o e io o e hari fas a 92 E E ed te 153 154 e Eege nd E UE 159 Collection BR UR 159 SONG CHORE e DE 167 168 So ao 1 ee EE 159 Collections Snee The KE 160 Credit GaN Proceso A a 60 Credit Cards To Be Charged For A Date Range ccocccccccncccccnccncncconnncnnnnnnnonononnnonnnnnnonnnnnnnnnnnnnnnnns 168 Current But OWed Fees REDON GE 167 GUO TIE IV nei EE 170 CUSTOM d Ee 125 EE
57. options that you cannot change Facility Name Address City and Insurance Serial Number These will be taken care of in Step 5 below 2 Goto File gt Delinquency Setup Confirm that there is a check mark next to each delinquency option your facility uses and each option for each delinquency setting is correct to fit your business model 3 Go to File gt Internet Setup Confirm your e mail address SMTP Server Name and account name are correct Confirm all other options in the General screen are correct and confirm all options for automatic e mailing are correct as well This is also where you will setup your eCommerce options if you accept online payments rentals 4 For California facilities go to File gt California Law Late Charge Setup Make sure to complete this to exactly how your site pertains to California Law This must be done prior to renting any units so that your late charges are correct 5 Your QuikStor Support technician must input the facility name address and city In order to facilitate this you must be on the Internet and provide the support technician with the information listed below Please type and either fax or e mail this information to your technician with the EXACT spelling capitalization and punctuation you wish to appear in the software on all reports letters etc a Your IP Address b Your Facility Name c Your Facility Address d Your Facility City Once your technician has this information
58. settings please consult the technician that assisted with your computer setup DISPLAY SETTINGS ke How you access your display settings will vary depending on which version of Windows you are running but you can typically access by going to the Control Panel or right clicking on your Desktop When you enter the Display Settings window you want to confirm that the resolution is set to 800 x 600 or higher the exact setting will depend on the size of your monitor and your own personal preferences but 800 x 600 is the minimum for our software to display properly Also use the Colors drop down menu to the left of the Resolution slider to select at least 16 bit color 13 Next go to the Screen Saver section and confirm that the Screen Saver selected says None On this Kr same tab you will find a Power Savings button or link Click it and you will see the window below 2 Confirm that your monitor is never set to turn off nor will your computer go into sleep mode The screen below may look different on your computer depending on your version of Windows Go 3 gt Control Panel Power Options Edit Plan Settings v gt Search File Edit View Tools Help Change settings for the plan My Custom Plan 1 Choose the sleep and display settings that you want your computer to use Gi Turn off the display Never bd Put the computer to sleep Never Change advanced p
59. side of the main screen select the General tab Click on the Amt Due Me button That will bring you to this screen Amounts Due Monthly Amt Due Monthly SHE ese 95 00 Rent Tax 475 ll TOTAL 99 75 Rental Rate History Add Remove Charges x Cancel Click on Add Remove Charges You should now see Monthly Charges Available Monthly Charges Assigned Monthly Charges Wireless Internet Electricity el El Total Amount W OK X Cancel Select Rent Tax and click on the right arrow 2 click on OK then OK again and you re all done Repeat for all units you wish to apply Rent tax to Insurance Setup This section explains how to setup and use the insurance module in Express The insurance module in Express works with the leading insurance providers in the self storage industry If your facility uses an insurance broker that is not integrated with QuikStor Express you will need to add Insurance as a monthly charge Contact your QuikStor account representative for a current listing of integrated insurance companies Once you have completed your account setup with your chosen insurance company you need to set up Express to sell insurance to your tenants QuikStor Support or your account representative must activate the insurance module in Express before you can sell insurance Once activated please follow the instructions below to add insurance during a move in or to existing tenants
60. sure that your Caps Lock is turned off before entering your new password Please choose your new password Please type your new password again When you login to Express for the first time using one of the new users that you created you will enter the new username as the username and password The screen below shows you how you will assign a personalized password to that new user The username and password must not be the same and are case sensitive The password must be at least 5 characters in length 35 Unit Setup Note If your site is not converting data to Express from another QuikStor product this action must first be performed in the Data Entry program that comes with QuikStor Express For more information please see the Data Entry section of this manual To get to this section go to the File gt Units gt Unit Setup You will see a screen similar to this Unit Setup Search In Field UNIT D5 D5 Dvi Ax 10 5x10 5x10 10 10 10 10 L 10x10 D5 D5 Dvb 5x10 5x10 10x10 10 10 5x10 5x10 5x5 a Unit Types OO MM OT Ss 0 Pi Video Help Help Sort Unit Types by NAME VACANT VACANT Gardner Tony VACANT 11 23 2009 VACANT Lee April Fountain Randy VACANT Weinstein Steve VACANT Calderon Juan Mahoney Paul Brandenburg Paul VACANT VACANT VACANT Kolisnyk Eric Akbari Ashim e Square Feet ith Find E Next C Width Unit
61. the information regarding each type This list is ordered by unit size Note that it shows the unit size number of existing units for each type how many are vacant what the scheduled rent is for each unit what the unit type is the floor they are on the type of door height and whether the unit has inside or outside access When you select a unit type from the list the small box in the top right corner of this window will show you which unit numbers are available if any for that type It also displays if the unit is damaged and the date restored The Type Report E U can be printed on this screen as well WAITING LIST There are times when you will have full occupancy or not have a certain unit type available For those times a Waiting List has been added into the program On this screen you can enter in the prospects name address date desired and desired unit type This screen can be located not only on the Browse Data menu but also from the main screen of Express by clicking on this icon ejej When you access the Waiting List you will see a screen similar to this one List D view Edt Add Delete Address pee 6613 Valjean Ayres LastName fFistiame cg oe D Garner Tory 7 van Nuys Ca 91406 Home Phone Work Phone 800 321 1987 818 322 2000 Min width 5 X Min Length 5 Man width 10 X MaxLength 0 Need By 2 2 2010 Came ln 11 5 2010 gt User owner w OF x Cancel O
62. this reservation Overnights Report Scheduling This feature in QuikStor Express allows you to schedule any report to print during Overnight Processing This function can be found by going to the Tools menu on your main toolbar and selecting Schedule Reports for Overnight If this feature is not under the tools menu and you have purchased the Standard or Professional Edition of Express please contact QuikStor Technical Support to turn on the integration This feature is not available in Lite You will then see a screen like this 72 o schedule Reports for Overnights SXT _ CODE DESCRIPTION PROCESS De w Process this report during Overnight E 1 Rent Changes Ze Vacancy by Type Schedule Vacancy Redlock and Damaged Check List C Every Night Aun Report Every Might Vacancy List by Size Weekly Sunday Ce Monthly 1 e C Quarterly Jan App 1 Jul Det Vacant List with Hotes Vacancy List By Unit Three Available Rent and Vacancy Schedule Tenants Who Have Vacated Tenants Who Have Vacated With Balance Move ln and Move Out Analysis f Annually February 10 Date Range Occupancy Analysis Report Eeer HIE End Date 12 17 2008 Phone Call List Report Master List Master List of All Tenants By Unit Type fw Print Report Humber of Copies 1 e Email Report Tenants Account Balance Report Master List of Tenants with Auto CC Billing Master List of Tenants with Auto Account Billing List of Credit Cards Abo
63. transfer was performed on 06 5 2002 which is 6 days before the Paidto Date Note that the Paid To Date PTD does not change as a result of the transfer Please carefully check all information before making this transfer Old Unit Al New Unit El Paid To Date 0671172002 Paid To Date 0671172002 Base Rent 30 00 Baze Rent 79 00 Sec Dep 0 00 Sec Dep 0 00 mit Due Mo 30 00 Amt Due Mo 79 00 Balance 0 00 Balance 9 00 Transfer Receipt te Print 1 Cop of Preview None le Previous x Cancel So the full formula looks something like this Old Daily Rate Old Monthly Rate 30 New Daily Rate New Monthly Rate 30 Amount Owed to Site New Daily Rate x Days to PTD Old Daily Rate x Days to PTD You math experts out there might recognize that this can be simplified like so Amount Owed to Site New Daily Rate Old Daily Rate x Days to PTD As stated above any other credits or debits are added or subtracted from this amount LINK UNLINK E This window allows you to Link or Unlink units _Available Units List Hep _List of Linked Units together z 7 3 Go to the Tenant gt Link Unlink Add Se Often a tenant will rent more than one unit at the facility In such a case you might have his units linked so that AL the tenant can pay rent for all of their units with a single payment x Cancel 101 Once you have opened this window you can choose if you want to link or
64. type UNIT TYPE REPORT E U This selection brings up a window see below showing a breakdown of all unit types in a detailed format You may search a specific value or print the report Qy Unit Type Report E U EE Search In Field SQFT x dh Find Hi Find Next SEC PERCEN d Climate 73 00 3 Climate 95 00 E Climate 05 00 Climate 125 00 Climate 95 00 Storage 150 00 Parking 175 00 i E Print Type Report fl Close ALL UNIT TYPES REPORT E U A This report provides a detailed breakdown of each unit type and which tenants are currently renting those unit types RENT AND VACANCY SCHEDULE E F A This report provides a list of all of your unit types in order of their size It also provides the unit type the monthly rent basic and with rent tax the daily rent basic and with rent tax the number of vacant units of that size the floor they are on the door type whether they are inside or outside units and the height of the units UNIT LIST BY TYPE REPORT E U D This report shows a list of all units by type which units fall into that type and how many are currently available VACANCY BY TYPE E A This shows the number of vacancies listed by the type of unit The columns show the unit size the type of unit Storage Parking etc the scheduled rent which floor the unit is on whether the unit has inside or outside access the type of the door the height of the unit total number of such units the
65. you get as much as possible out of your management software For more information on each process please refer to the appropriate sections inside of this manual PRACTICE ITEMS a Move In Select a vacant unit from your list then go to Move In Out gt Move In Try several combinations of the following noting how each affects the tenant s Paid To Date and how much they owe you upon move in Normal Move In Changing Rent During a Move In With Free Stuff With Inventory Adding a Gate Code Adding Tenant to Automatic Credit Card Billing O O O Er yr o With The Following Move In Special 12 off Prorate 1 2 off Rent for 1 month a Payments Various types including Each one of these can be found under the Payment menu o Tenant Payments Standard 1 or 2 Months Make a Different Payment o Non Tenant Purchases such as inventory o Former Tenant Payment o Tenant Credit 58 Tenant Debit Change a Paid To Date Change a payment method Void a payment D NSF Check Payment NSF Check D Move Out Move In Out Move Out There are several different ways that you can move someone out so it would be a good idea to try and become familiar with each method a Transfer Move In Out Transfer Q Tenant Change Info a How To Backup Data o To Hard Drive File Backup Database o To External Media File Backup Manager a Reports there are a many reports available in QuikStor Express It s a good idea to print
66. you have the Outlook Module the email will automatically be sent and processed via Outlook DELETE This will allow you to discard the image You will be prompted for confirmation to ensure that you don t lose the image if you accidentally clicked on the Delete button Deleting a photo from the QuikPhoto module only removes it from Express It does NOT delete the file from the hard drive 65 QUIKMAP QuikStor was the first in the industry to provide a digital layout of your facility directly in the management software This was an optional module called QuikMap that allows you to quickly view your tenant list in a map format versus the standard list format In addition each unit is color coded to indicate the status of the unit i e occupied delinquent etc The following is an explanation of the setup and operations of the QuikMap feature SETUP This module is included in Express Professional and is an option with Express Standard If you are unsure whether or not you have this option please contact your QuikStor account representative The setup process of the feature itself is very simple First make sure that your integration is turned on within QuikStor Express for the QuikMap feature by looking on the main Screen of Express In the lower right corner you have a section that has various tabs you can choose from If there is one that says Map then the integration is active If not you will need to have a QuikStor t
67. 0 AGS TUE sp 121522009 7 50 all SAT zip 1262009 1418 al El ap 12 5 2009 12 18 all THU zip 1242009 1 16 Restoring your database will take all of the information from your selected backup replaced your current data Use caution when performing this function Go to File gt Restore Database This will bring up a window where you can choose which database you would like to restore Select a database from the provided list and click on the Y Restore button This will restore the selected database If you do not wish to restore a database click the Close button to return to the main screen IMPORTANT DO NOT CHANGE THE COMPUTER DATE WHEN REPOSTING PRIOR DAYS WORK ALL PRIOR DAYS WORK MUST BE RE ENTERED ON THE CURRENT DAY FAILING TO DO SO RESULTS IN SEVERE CORRUPTION AND POSSIBLE LOSS OF YOUR ENTIRE DATABASE Backup Restore Non Database Files QuikStor Express has the ability to not only backup and restore your site s data but also has the ability to backup and restore your non database related files Such as your customized letters notices usage logs archived data training data and QuikPhoto files BACKUP Go to File gt Backup Restore gt Backup Non Backup Non Database Files se S Database Files You will see a window like this 0 Iw Customized Letters Notices w Daily Report Select which items on this list you would like to backup by checking or unchecking the boxes and then click the Y Bac
68. 1 which indicates that the bill will be sent once per billing cycle However you can change this number from 0 to 12 to indicate how many months you want to bill for in advance For example if this number is set to 2 on January 1 it will print a bill for January and February This option allows tenants to pay for months in advance by only receiving quarterly bi The next setting under the individual tenant setup allows you to set the number of days before the Paid to Date to print Bills Below that is a check box that allows you to Set Default to Billed on Move in What this means is that if there is a checkmark in this box when you move some one in to your site they are automatically set up to receive a Bill during overnight processing Leaving this unchecked means that they will not receive any sort of a Bill printed automatically for them you would have to manually print a Bill for this tenant by selecting the tenant and going to the Tenant menu and selecting Print Bill For Tenant Below that are two additional settings Do not send Bills to Delinquent Tenants and Print Bills during Overnight Processing Check or uncheck the appropriate boxes based on your preference The last setting on this window allows you to decide whether or not to bill tenants that are on auto billing Again check or uncheck the box based on your preference Clicking V OK will save all changes and close the window Clicking Ca
69. 1 00 Miles Driven Blankets 0 00 Eb 0 00 Surcharge 25 00 Status Deposit Type Credit Card Refuel Taxable Sales fee Sales Tax 0 00 0 00 Sub Total 245 00 J ok Deposit Refund Type Mone SER S 4 00 Total SC Card Number 4111111111111111 Exp Date 1211 VISA i On this screen you can go through each section and enter in the requested information If it is an existing tenant or a move in you will be able to select the unit space number and the tenant information will auto populate You can also click on the Notes button to enter in specific notes about the truck condition at the time special requests etc The next section allows you to select the status of the reservation There are several options ranging from reserved rented returned and carryover keeping overnight Depending on which option you select the screen will modify so that you can put in the appropriate information For example the screen above shows the Returned status which turns on the entire payment box on the bottom left This is where you would 70 enter in all of the expenses surrounding the rental When you click OK you will be taken to the Payment Method screen where you can finalize the payment and print email a receipt EDIT RESERVATION This option allows you to edit the information for a selected reservation Select a day from the calendar e Edit Reservation The same form as
70. 10 12 Paul Mahoney a1 Y2010 13 Paul Brandenburg 257122010 17 Erc Kohspuk MZ 10 Malbira le b mri 14490 Clear Set Clear All Set All TA Preview 3 Print a EE Poe eh gree pen y JOOOOOOOO Hep Fox Select the custom letter that you wish to work with on the right hand side then you can either select specific tenants on the left by checking the Print boxes next to the tenant names or if you wish to send this letter out to all of your tenants click on the Set All button Then you can either click on the Print button to print these letters or the Preview button to have a preview of the letter come up on screen NOTE If you have more than one tenant selected and you click on Preview it will give you a preview of each of the tenants letters selected Tenant Transaction History This window provides you a complete history of all tenant transactions You can also Zoom in on an individual transaction for additional detail Select a unit from your list and then go to Tenant gt Transaction History This window gives a complete transaction history for a tenant including all payments credits debits etc 126 To see more detail on an individual transaction double click on it or highlight the and click the A Select A Transaction History for Tenant Gardner egen button Show Daily Late Charges You can also reprint or email receipts ield i h Fi Hel Ge Search In Field
71. 11 CHANGE RENT FOR AN INDIVIDUAL UN Tinoco 111 CHANGE RENT FOR UNT TYP E 112 CHANGE SCHEDULED RENT BY WNIT TYPE comino aa na 112 CHANGE SCHEDULED RENT BY PERCENTAGE cn eee 113 RETURN SCHEDULED REN Vo ad da 114 Re Print Rent Raise Letters AA 114 Ela 114 Expected MOV OMS 10 sai EE 114 Bif Le Vulle ee Mais ad a 115 FI SLUG Tenan Ga si haba E e ra al 115 Kell 115 A a no IN 116 HOW TO Pro Rate A Move DU sarria iron 116 Transferring a credit to a linked unit during a Move Cut oocccoccccccncoccccocnccncnconncnncnonnnnnnnnnnnnnos 117 Moving out a tenant with an owed balance 117 Undo le VT eam a Oe 118 V ld a Payment EE 118 How To Void A Payment Not Made Today 119 Change Payment Method ona AE ge 119 NSF Non Sufficient Funds Check nica A 119 Why Does The NSF Receipt Show Less Than Tenant Was Charoed 120 Eugene da 121 o a ee et 122 A A A Cnn ie A nem 123 DS ue 123 Insurance Send Pre Gancel Letter usario adidas 123 Insurance Send All Pre and Cancel Letters 123 Print BII FOr Teatinos lt e eo e ad 123 Print Notice FOr TON lid 124 Undo Delinquency Action 0annannnennennnennannnnnennnnnnrrrnrrrrrrrrnrrsrrrrrrsrrnrrrsrrnnrrerrnnrrerrnnrenrenne 124 PRIDE CUSTOM NEE 125 Custom LOTE ee 126 Tenant Transaction History ee eebe e deet dd 126 Tenant Fayment HISTO aida dd ido dde 127 Tenant Delnguent e Ee esris aE E EEE 127 Tenant le tee 127 N n Tenant PUL CM AS Bonita 128 Change Selected Units Py pe iri iii sist
72. 12 Change Scheduled EE 112 113 PUIG WOVEN WEE 86 o EEN 114 Recommended Windows Settings occccocncccccnconcncconcnocnnnnonncnnonnnnnonnnonnnnnnonnnonnnnnnnnnnnnnnnnnnnnnss 13 o O EE 167 Red LOCKS TO Take Oli A O OO O hea ta ee 167 Be Le 122 RentAnd Vacancy Schedule la ee Ed 162 Sage tee carsi a a a imanaa tomar 127 Bec st ie ao AA A 87 Rent EC COOP COOP ROO S 103 Repon OMAN Tie FROTUMGS rita ia a da 171 FRED OI O He E 172 Repon Selector a a 144 RODO Oec EN 155 A E aeraie a maeet 168 A E EE A EEA EE E AE E E E E E A 168 Bills Sent FOr Any Time e EE 168 Upcoming BillS TO Be Sonda e O ec 168 EE 159 Casi Collection Della ad asias 159 ele det NEI UE 159 Collection Detail Repo cerca cent ee ee a eee eee 159 o ai A Beis Bi ieee ae aie 159 COMEN SINGS The la ee ann daca 160 RS EE 159 Vleit Be e 159 Percentage Of Income By Cash Check And Cards 160 Revenues Collected Per Wait ses nia 160 Daly ee EE 158 Bizet CA A ia 165 ACUON SUN e E EE 165 When will delinquency actions show u p on the Actions Needed Report 165 Addresses For Certified Notices Gent 167 COME CHOLO a CI a 167 168 Current But OWed Ree Sucia aaa ec EE 167 Deli quen EE EE 165 Late Charges By Unit or LaerhName 167 Alo Ad E 167 Red LOCKS TO PULOM AP A ee Sat 167 Red LocKs T0 Take Olla a a eae tee Saab 167 eieiei 170 Been E 170 Manager ACUM ad 171 Report On All Rn E ee pa oca 171 Tenanst Paying Less Than Gcheduled a 170 Tenants Not
73. 126 Liens Ud 147 FMV e AP A uo gg OP A 124 TA A 101 LIK GL Unit PAV IN SIM errada tte 95 E eo re ete te eer ore ar ee eee ene ae ee 169 Bag All Gale OOd S E 174 List OF All Tenants Who Have Prepaid it 169 List Of All Tenants Who Have Prepaid Actual nnannannnannnnnnnnnnnnnennnnnnnrnnnnnnrrsnnnrrrsnrnnrrnnrsnreerenne 169 EIST COP AD iG US a E E 172 AA en ee ee 165 List Of Tenants Wine Moved Out roras eat oan te 169 E The Gate Codes FOr Unit co ciao a iaa dois 174 M MaKe A IDIMEKENE Pa MEN EE E doit 91 Make A Different Payment With Credit 94 Manager et E 171 Manager Daily Debui red 131 ANO E EE 131 Mark Unit Damaged Undamaged EE 130 Marketing HE 152 155 MAMAS EE a ln dd 153 154 Demographics REPO Mutis teach iata hare dt a a tna bac raten ative dinate 154 A e ne A 154 Prone E ele EE 153 ADE ANAIS S apaa a 154 WEI las BEE En er 154 Master LISKOFAN TEE Geen 168 Wl SETOM EEN 154 MOAT e E ET SIS ra A Aaa 159 Metas AA e sien EE 86 102 A A UN Dacel 103 Monthly Charges For A Given Time Period naannannnnnnunnnnnnenonnnnnnnnnernrrsnrnrrrsnrnnrrsrrnnrrsrrenrrerrnne 169 Monthly Charg s For Al Tens li wie ta lcd cl 168 MONTI RGN lara loba 86 Move Out Tanseer redit TO linked Uria 117 MOVEM DEE 83 A tla id eee lected eam cath dks 86 HOW desto EE Move vas tadictercanaaeh Ae 88 Rent un E EE 87 Tenant Stalin 83 Move In amp Move Out Anahyeis 164 Vleit ng EE 163 AO APP o 116 Delinquent Tenant With Balan
74. 2 month payment you will need to follow the steps below This section explains two scenarios that you may encounter THE AMOUNT ON THE CHECK IS MORE THAN THE AMOUNT OWED If the check amount is more than the total rent and monthly charges owed to you on all linked units use the following method to accept payment For example your tenant sends you check 505 for 100 when they only owe you 90 Take the payment as normal for the amount Express wishes you to in this case 90 Input the check number as 505 When this payment is completed make another payment on one of the 96 linked units Choose Single Unit Payment then Make a Different Payment Under the Rent category enter the amount left on the check In this case 10 Take the payment as normal including the check number 505 THE AMOUNT ON THE CHECK IS LESS THAN THE AMOUNT PM OWED If the check amount is less than the total rent and monthly charges owed to you on all linked units you will need to do a Single Unit Payment for each unit dispersing the money however you wish You can take a full month s payment on one unit and disperse the remaining funds among the other unit s or you can disperse the funds evenly or whatever combination you wish For check and banking insert the same information in each payment For example if you have a tenant renting three linked units at 25 each for a total of 75 per month and they send you a check for 60 you could
75. 5 is listed in the Expires column so adding that to the amount of time for the Pre Lien to become due which is 45 you can see that the Lien Sale Notice will be due on the 60 day after a tenant s paid to date Advertising fees are due after the Lien Sale expires Again the Expires column shows that the Lien Sale expires after 15 days so adding 15 to the 60 we had from the step above we see that Advertising is due on the 75 day after a tenant s paid to date Each step will be shown on the F A ONLY when the previous step is completed So if a tenant is 60 days past their paid to date but they haven t yet received a First Late Notice that will be all the F A shows To change any of these numbers go to File gt Delinquency Setup and adjust them for each applicable fee and notice 166 NOTICES SENT F C This report shows all the delinquency notices that have been sent out during a given time period The report will show you the date the action was taken unit number tenant s last name type of action date the action expires what the customer s paid to date is and the balance owed LATE CHARGES BY UNIT OR LAST NAME E R N1 Tenants should pay for fees before rent but there may be cases when you allow them to pay for rent first You will want to run this report periodically to discover who is current in rent but still has outstanding balances in other fees You may display tenants in unit order or alphabetically
76. ACANT 5x5 Size By default this E E list is sorted by Unit 12 Mahoney Paul E but you can change 13 Brandenburg Paul 5x10 a 14 VACANT 5x10 how it is sorted by 15 VACANT 1010 simply clicking title bar 16 VACANT 10 10 you want to sort by 17 Eolenpk Eric Ax 10 18 Akbar Ashim Fx 10 19 Gardner Allison 10 20 20 VACANT 10 20 21 Martin Tammy 10 20 e Akopyan Ervand 10 20 23 Ramirez Manny 10 20 24 VACANT 10 20 25 Anas Ricky 10 x 20 26 Levitt Dennis 10 10 d VACANT Bab 28 VACANT Ax 5 29 VACANT 10 20 30 VACANT 10 20 31 VACANT 10 20 32 VACANT 10 10 33 VACANT 10 10 34 VACANT 10 10 35 VACANT 10 10 UNIT SEARCH 36 VACANT 10 10 FILTER 38 VACANT 5 10 These two options allow you to enter either the unit or last Search by Unit or Last Name name of the tenant e and search for them Choose Filter gt All e or you can seta different filter such as QUIKMAP USERS ONLY Vacant Reserved Delinquent etc to change what the Unit List shows For those users that have the QuikMap module you can toggle between the list view shown above and a facility map layout as shown below Simply click the desired radio button E Moral Unit List Search by Unit or Last Name C Normal Unit List TTT Choose Filter gt All d Quik Map Floor1 ei Zoom 75 Site Size 500 x 500 m File Payment Move InfOut Tenant Delinquents Reports Marketing Browse Data Tools Help MAIN MENUS T
77. Change 169 Tenants NOt Due On The lts aaa 171 Tenants Paying Less Than Scheduled cccccccccesceccccseeeceesecceeesceeeecoesesceseesceeccceeesseeeescenes 170 Tenants Paying Less Than Scheduled By Unit Tvpe 171 Tenants Paying More Than Scheduled aannnannnennnennnennnennornnnnnnnrnnnnnnnsnrrnnersnennnenne 169 170 171 Tenants Who Have Vacated nde 163 Tenants Who Have Vacated With A Balance 163 REINER EARE SEEE EERE 171 o a E E N a N 78 NES A A N 163 Kate eeler 174 Bes lee e Wei 52 Ree Le elo FISTO cosine Sd a a 126 A A ee 98 Dela quen MON aa ads 99 How Are The Tenant s Transfer Numbers Calculated 100 Dino ME A o ieee ie me eae en eee ee ee ee ee 100 Transfer Credit To Linked Unit Upon Move Out 117 Transfer Database To Another COMputer ccccccccseececeeeeeeeeeeceeesseeeeseueessaeeeseeeeseueesseeeesaaees 177 U Undamaged UniS ariii ed 130 Undo Delnguency ACION BEE 124 Undo Late NOUS AN re ter ON gas a a eal SN nm ed 124 WO ler E 118 UNGO MANSION ee cepiecae nt A ocean meen O acest 100 Bi Hei EMOS O e Meet tne ee nye lee ao tr eee 164 Unit Efficiency REDOR Grap Miassi ek elena deta 152 A A 17 36 Unt Tun ug e EE 161 162 MN UNOS Lata A O A O o 27 Bieber REPON arsi ri dd 164 Die RT 81 Upcoming BillS TO Be Seba ia 168 Upload All K6y Ee e ui Coe Ce ale e e Cae cia Gree o 144 A 1 EE 33 V Vacancy BV TYDE ais 162 Vacancy E 163 Vacancy Red Lock and Damage Checklet 165 Matan cells E 27
78. Co ag H ls ac germane om a eee ares ot em a a eee nan 126 EE 132 D Day ANN SS AA AA a 159 DAY RODO SE 158 VAIS Gi WIN INS E Ay E A O EE E A 130 Damaged Reserved UNIS EE 165 AECH ue E 16 What To DO Alter Final roces SMN de 19 STIG NS TIC YS CT SE 31 Wee o s aie S E E 32 Dement Also Vai 127 Delinquent Tenant Move Out With Balance occcocccccccnccoccncccnnncnnnnonncnonnnnnnnnnnonnnononcnnnnnnnnnnnnnos 117 Delhquent Tenant Tarso ao 99 Deinguents ita a 165 Demographics REDON A AA 154 Real e DEE 47 E EE 145 How To Email Bills Notices And Receipts ccccceeceeeeceeeeeeeseeeceeeeeeeseeeseeeseeeseeeseeeneeeneeenes 145 Why Didn t My Express E Mail Process During Overnights cooocccoccccoccccncnconnconononaconnnnnnnonos 146 EMmMalNng Recerca 93 ESCIOWIES TORA TENSA o ee 169 Expected Move MS lid 114 Keiler Ree 163 EXD f GIE a eto NON 74 Gate Functions RL UE tel e 75 A EE 75 Omote A E 77 Beien 76 Dote Te COS A ais id 151 F Facility Review Walk Around Fomm 172 Former Tenant Pay Meira oia 97 A o O A 170 Free Rent TOEXSUNG Tena iS instado dll 93 Frequently Asked QUESTIONS EE 175 Backdatng Error Mess adi io loe O Le 177 How Do Get My Express Data To Another Computer 177 HOW TO Sea 01 Demet cere eer EE 175 What s The Difference Between A Statement And A Dud 176 Why Does QSX Auto Pro Rate At The End Of Month 178 G A O A ee eee ee ee es 174 Gate FACTIVIRY FON BA EE EEN 174 EAS A RE SOR a ee ee 75 Ga
79. EGEN a E J7 A 5x5 CH a CH el a E E Se Se E w CITY ANALYSIS E L E G Based on the City Analysis E L E report this provides you with a graphical representation of how many tenants you have from each city MONTH END ANALYSIS GRAPH E R M G This graph shows you your monthly income vacancies and receivables DAILY ANALYSIS GRAPH E R E G Similar to the month end graph this graph provides a daily analysis of income vacancies and receivables You can enter a single day or a date range for this graph TOTAL OCCUPIED VS TOTAL UNITS O V U This graph provides a snapshot of how many of your total units are currently occupied PROFILE BREAKDOWN E L Q This option is actually three marketing reports in one The first part of the report lists the tenant profiles for your facility including how many tenants were moved in under each profile the average rent for each profile category percentage of tenants and percentage of rent Some profiles which may apply are Personal Commercial Military Hospital etc The second part of the report analyzes the distance from your facility that your tenants travel from Included on this report are the total tenants counted the total with no mileage entered not included in the report and the average mileage of all the tenants Further a breakdown of the number of tenants and the percentage of the
80. ENT CHANGES E 1 This report will print in unit order a list of the tenants who have not received a rent raise up until a specified end date Information displayed includes unit name size last raise rent prior rent raise move in date paid to date last action and balance MANAGER ACTIVITY E Y A This report lists all manager discretion for a specified time period The report in date order will display the following information unit number credit or debits of rent credit or debit of late charges or other fees total money debited or credited and the reason for the discretion REPORT ON ALL REFUNDS R E F This report will provide you a list of all refunds that have occurred within a specified date range This report provides you in date order a list of the units name description receipt total rent other prior paid to date current paid to date balance and type refund FREE RENT AUDIT E R K A Similar to the E R K Free Rent Report this report provides an audit on free rent given LIABILITIES DETAIL REPORT L D R This report provides a detailed list of your liabilities LIST OF ALL TENANTS WITH NSF CHECKS E N F This report provides a list of any tenants that have given your facility an NSF check The report includes the tenant name number of NSF checks given NSF amounts and associated NSF charges 171 Operations This category contains reports having to do with the operations of your site Below is a breakdo
81. Express These include Payments Late Notices Bills Sent Daily Totals Bank Deposits Rent History Tenants Moved In Out Damaged Units Reserved Units Insurance Activity Former Tenants Gate Activity 4 CHAPTER FIVE UTILITIES Each of these utilities can be found on the Tools menu of the toolbar Site Notes Calendar This window allows you to keep track of events that take place at your site Go to Tools gt Calendar Q Calendar Ll So Time Interval in Minutes Ea 15 8 15 30 45 Monday 1 4 2010 Wednesday 1 6 2010 Jf OK X Cancel With this window you can calendar certain events such as units cleanings due dates for bills or any other non tenant review You can leave small notes for yourself about certain things that are going to happen and 143 what day and time they will occur It automatically enters unit reservations marking units damaged and expected Move In Out dates Once you are done editing the calendar click the Y OK button Report Selector Report selector This feature allows you to quickly search Please enter Code to search for Find It and select reports by their report code Code Description Jl 1 Goto Reports gt Report Selector B A 1 Sort By Paid To Date B A 1 A Got H Account Number B A 1 B Sort By Bank Number B 4 1 L Sort By Last Name BAU Sot By Unit DP List Of Tenants 4 Manager Would Least Likely Rent To Again
82. F A Cancel On the left you will see the unit s type number 1 in this case and the unit s current type On the right you will see the type you are changing this unit to Select a new unit type number from the pull down menu next to Mew TYP and click on OK Express will issue you a warning Confirm aa This is very SERIOUS Take a moment and think about it Are you sure you want to change this Unit to the Size Type you selected K E p Wi If you are unsure the answer is No If you are 100 positive then finalize the process by clicking Yes If the unit in question was a vacant unit the rent will change with the unit type If the unit was occupied you will need to go to Tools gt Raise Lower Rents to adjust the rent 129 Mark Unit Damaged Undamaged This function allows you to mark a unit as damaged and later allows you to note the date it was repaired Select a unit from your list and then go to Tools gt Mark Unit Damaged Then make any relevant notes about the cause and type of damage and click Y Mark Unit Damaged Mark Unit 2 Damaged Mark Unit 2 Undamaged Date Damaged 2 30 2009 m Date Repaired a 6 2010 El Damaged Date 1230 2009 Mark Damaged on 12 30 2009 at 12 02 11 PM AY tenant in Mark Fixed on 1 6 20010 at 12 46 43 PM Cossairt paid to have A S Cossart backed her vehicle into the door the door repaired Ready to rent Mark Damaged on 124 3072009 at 12 02 17 PM AY t
83. Friday January 1 2010 the first file will be called ABC_FRI zip and the second will be ABC_JAN_2010 zip Both files will have a modified date of 1 1 10 135 AUTOMATIC BACKUP DURING OVERNIGHT PROCESSING The day of the week month and year are all based on yesterday This gives you an end of day backup and an end of month backup that reflect how the information looked at the very end of the day or month for which they are named If your site abbreviation is ABC and overnight processing ran the backup at 12 20am on Friday January 1 2010 the first file will be called ABC_THU zip and the second will be ABC_DEC_ 2009 zip Both files will have a modified date of 1 1 10 as this is when the files were created Backup Manager This window will allow you to save your backups to a different location or to retrieve a previously saved backup from one of those locations To perform this function go to File gt Backup Manager Express automatically saves backups of your data when it runs overnight processing It creates one backup per day and once a month it creates a monthly backup of the entire month By default it saves these backups to a directory locally You may wish to save these backups to another location to prevent a loss of information in the unlikely event your computer or hard drive should fail You will see a window similar to this when using this function Y Back Up Manager ei Seel EEN Eis Hame Date Local Backu
84. IG O E 68 ele he gh le EE 69 Delete Truck cos o hie acd al aa 69 Edit Selec MU e ed o a dos 69 Add a Rescatan 69 GIF Rescata 71 UN ROSEO aiaga ee 71 Sieger 71 VOIBING A TRUCK PAY IVE INT estes set oie dE 72 Overnights Report Scheduling ease B bee EE Ee 72 QuIKStor Gate INIEGratiOnS saue2 ese eter dere 74 WEEN 74 Gate El Leite Ee QUIKSIOF ele 75 aale oe 10 GE 75 NON TENA EIA eee eee 76 REDONS EE 76 OIG EE 77 Third Party Gate Inte Led EE 78 QuikStor Kiosk Integra ON essa a 78 QuikStor Online Reservation Integrations 00000nnnnn00annnnnneennnnnossnnrnressnnrrreosenrrrressnnrrrene 78 QUIKSTOR EXPRESS NOTIFICATION VWuwDOouw 79 MANAGING YOUR EN RE 79 BE EE 79 QUIKINEO SC ee 80 Resena EE 80 LITRES SRY CWE oi ceria recta oie tla rcs i een la ld tis tits Slee a acta radia i I ral ect lancet te 81 MOV GAM EE 83 Tenant Detal Saa iio 83 Alternate Contact DetallS intactas tia 84 MISCCHAMCOUSAD Clall A A A e 84 Automate BA Deal EE Lees a MenaIAERND 85 Choose A Payment Method susana ri ne a Cathal ce Cel os 87 Eed Ee 88 A E O nace vaca 88 HC A A 88 CombpNeEd Pay mMEN EE 88 Sie DR RR den EE 88 Reprint Lease Addendum RADA a tin 90 Make Ray Me intra eo 91 MAKE A DIFFERENT e dE KREE 91 Choose A Payment MCN OOS tii aii 92 credit oard Or Al ect Se ctl a ee ge a eee eee 93 COMBINE CIP AM ta digo stem co ios ee 93 Emaling nece Pisani 93 How To Give Free Rent To Existing Tenants nnnannannnennannnennnnnnnnnennnnenrr
85. IMATIONS SetuP bicis 47 SA A EE 47 A werent in tele ra tenia ORE a A ee eee cetera nr er mn See one em Se 47 Billing SOUND EE 48 Activating Optional Modules in Express QSX Giandardt 49 EE 49 Expor 10 QUICKBOOKS IM er See E 49 A o O A Ae 49 DUKE O te 49 II NS EE 50 Microsoft Outlook M INTC GFATOMN EE 50 BlueMoon Forms Integration rada raid os 50 Driver s License Swipe included mert a ode 50 A A A ee 51 DUIK ele EE 51 O70 dei e ane ne een E te sido 51 e Sie dl e ME 51 Getting Help While Using QuikStor Express 52 wl ege Le 52 El ER ee EE 52 AMINO IOC EE 52 Navigating inside of QuikStor Express 53 QUIKMAP USERS ON E ii tio aro OS AiO Ode 53 UME KEE 53 atic sy ers ei a fron al ae cement mane oe ren soo O 53 Ve EE 54 aS ACTIVI o a O a T 55 ET Let e 55 Uni EE uge EE 55 General TS NS 56 Miscellaneous Taba ad 56 Alternate Tenant Intormaton 57 Mapel GE 57 PRACTICE Tas Sii abad 58 Practice Men Ss o 58 o ME EE 58 Jude I de Tu carios 59 QUIEKDOOKS Moe telde acid 59 OUSO o e TTT 59 PIST USC E 60 SUBSEQUENT USES ui a Sleek heen behets eee 60 EE EE ee GO Follow these four easy steps to set up QuikStor Express for QuikPay Direct 00nnn001nna0n 60 How To Set a Tenant for Auto Credit Card Bllmg 61 If you do not have QuikPay or a credit card processor account 63 QUIKPNO lO EE 63 ING WE MAC EH 64 Beie Mi Le E 65 Klek WE 65 Eege 65 BI ceca ape ca hedge Gee EE 65 TDL E NEE 66 ER EE 66 BUEDING QUIK Oe 66
86. LCULATED QuikStor Express calculates the post transfer amount owed to a tenant or the amount a tenant owes to the facility in the following way 100 First any credits or debits are pulled out of the equation They will be transferred exactly as they started Then the daily rent is calculated for the unit being vacated and the unit being moved into Let s say for example that a tenant is moving from unit A1 with a rent rate of 30 00 per month to unit C1 with a rent rate of 75 00 per month The daily rate is calculated by taking the monthly rent with all monthly charges and dividing by the number of days in a month which Express always assumes is 30 So A1 has a daily rate of 1 00 30 00 30 and C1 has a daily rate of 2 50 75 00 30 In order to simplify tenants accounts Express keeps the current Paid to Date throughout the transfer In order to do that it calculates the amount of rent that has already been paid and subtracts the amount due in the new unit for that same period In other words if there are six days between now and the tenant s Paid to Date then our example tenant has paid for six days rent or in this case 6 00 6 days x 1 00 6 00 Six days at C1 s Daily rate of 2 50 means that to get to the same Paid to Date the tenant needs to have paid 15 00 6 days x 2 50 15 00 They ve already paid 6 so when the transfer is complete they will owe the facility 9 00 15 6 9 The following
87. Se E E een payment will be applied to the ee oe ae setup fee security deposit and rent geen Rollup UES 36 00 for the unit upon move in i i Reservation Payment a e Below Reservation Payment you d 0 00 A S EE e can enter the date to hold the unit i until It defaults to one day from Language English Hold Reservation Until 12 24 2009 El H oa the current date Reservation Receipt fe Print Pa Copy f Preview None x Cancel Note that there is a Comments button on the bottom left of the window where you can add notes about the reservation Print or preview a reservation receipt if desired Once you have completed all of the necessary fields click the Reserve button to reserve the unit If you take a reservation payment the Payment Method window will appear and you will be able to select check cash or credit card to complete the reservation payment UN RESERVE UNIT This feature allows you to Un Reserve a unit that currently has a reservation Start off by selecting a reserved unit from your unit list Next go to the Move In Out menu on your main toolbar and select Un Reserve Unit You will get a Warning box asking if you really want to Un Reserve the selected unit Take this time to double check that this is the correct unit you wish to Un Reserve and then click on the Yes button to continue or the No button to go back to the main screen of Express Once you click the Yes button if there was any mo
88. T Pa dh D Ae Assesse lle llo Lale Lo o Le o Lo et N Username User Password eee Re Enter Password co Antometch Emal conitnaion Fercan AVS Level Mo AVS Auto Process Credit Cards D EA Days After Paid To Date Reset All Use a proxy server Ce Automatically BATCH Credit Cards f Manually BATCH Credit Cards from the Payment menu C Automatically BATCH Credit Cards when the Bank Deposit E M is run x Cancel Plug N Pay is the payment gateway for your credit card processing QuikStor Express interfaces directly with Plug N Pay and Plug N Pay interfaces with your credit card processor Plug N Pay is fully PCI compliant and all credit card information is entered directly into a secure browser window connected to Plug N Pays server On this tab you will enter in the Payment URL for the Plug N Pay server where you payments will be made When you create your merchant account with Plug N Pay they will provide QuikStor with the URL and parameters to setup this tab for you You will also be able to set Address Verification Levels AVS and how many days after a Paid To Date you want to process credit cards on auto billing or if you would like to use a Proxy Server 30 Once you have entered in the labels you want at this time check the fields to make sure they are correct and then click the Y Save amp Exit button to confirm your choices Note This will save all of your changes and exit Site Setup so if y
89. UNIT TYPE RENT APPLY RENT TAX 5 z Climate tT 73 00 Climate Inside 85 00 Climate Inside 95 00 Climate Inside 95 00 Climate Inside 125 00 Storage Outside 150 00 Clear All Parking Outside 15 00 Set All Site Rent Tax EDO 2 Remove Rent Tax From All Occupied Units Here you can select which unit types you would like to apply rent tax to You can also select an effective date to remove rent tax from all occupied units or process all applicable occupied units as well as vacant units once you make the change APPLY RENT TAX DURING A MOVE IN If you have chosen to exclude certain unit types but still need to apply it to certain units during a move in you will use this procedure Tax will also be automatically applied to all vacant units of an enabled type so when someone new moves in they will have Rent Tax added unless you specify they shouldn t To add or remove rent tax during a move in click on the __ Monthly Charges button This will bring you to a screen that looks like this Monthly Charges for Tenant for Unit 31 Available Monthly Changes Assigned Monthly Charges Wireless Internet Rent T ax Electricity y Select Rent Tax and click on the left arrow El button to remove it Conversely you can do the reverse to add it Click on OK and continue with the move in APPLY RENT TAX TO AN EXISTING TENANT 105 Select the tenant you want to work with On the bottom right
90. Unit Tenant List TRAINING MODE Training mode is a great QuikStor exclusive feature that allows new managers or even seasoned users to practice functions in Express without working with live data Simply go to Help gt Training Mode gt Switch to Training Mode and read through each prompt that comes up answering yes to each one Training Mode offers a full version of Express with a dummy dataset where users can practice using new features practice taking payments etc all without ever accessing your site s live data You can do any function that can be done in the normal version see how it affects the data and learn how each function works When done or if you want to restore the dummy dataset you can go to Help gt Training Mode gt Restore Training Database To exit Training Mode just close Express When you log back into the program you will be in your operational database 92 Navigating inside of QuikStor Express This section of the Express manual will help you get better acquainted with the main screen of Express and the different components of it Below is a break down of each section on the Express main screen and a brief description of how to use them e VACANT Bb 3 Gardner Tony Ax b d VACANT 11 23 2009 5 10 D VACANT Ae 10 UNIT LIST E Lee April 510 This is the list of all of Fountain Randy 10x10 the units at your site 8 VACANT 10x10 with a section for Unit J Weinstein Steve 10x10 Name and Unit 10 V
91. VERWWIRITE any price levels you had configured Assign Price Levels Size With Price Levels Unit Count Unit Count Speci ecials fal j Bub No TE ce 5 10 Ho 10 10 Ho 10 10 Mo panal Ho j Previous Finish x Cancel Lastly click the Finish button when you are done selecting the desired Unit Types Internet Setup QuikStor Express has several features that make use of e mail such as sending a home office a copy of your daily report sending a copy of your database backup to an offsite location or to QuikStor Technical Support for diagnosis In order to make use of these features you will need to set up Express to do so NOTE the setup screen will look different depending on whether or not you have purchased the Outlook Integation Module Setup procedures for each method are listed below To get to this section go to File gt Internet Setup menu on the tool bar and click Internet Setup You should see a screen that looks like this 41 OUTLOOK INTEGRATION MODULE SETUP Internet Settings Reports On Demand E Commerce Dyn DNS Daily Report Database Backup Three Available Report i Send Daily Collections Report to Outbox during Overnight jw Send Occupancy and Collections Report by Unit Type E N 1 i Send IP Address each time QuikStor Express runs Copy SSS Y Path C Backups Cell Phone E Mail 818555121 2 sprint com Send az Adobe POF h Adobe POF JPEG Image e OF
92. Vod Ra Nata aos 118 NOT Made TO E hea 119 W Waning i E 141 172 WAVES FS ies 133 Why Does QSX Auto Pro Rate At The End Of Month 178 VOTO FOCOS IN ira E 147 Z ZNO OOS AGI EE 154 191
93. a Entry allows you to enter your unit information Click Start gt Programs gt QuikStor Express and select QuikStor Data Entry 16 LK QuikStor Express Data Entry PEA File Unit Types Unit Reports About Search In Field Unit bip Find Next Unit Info S ZE Height 10 Floor 1 Mahoney Paul Donar Rollup Brandenburg Paul iene VACANT Door Width D Change U nit VACANT In Cute Inside 9x5 Geet Type Climate Kohspnuk Eric Bent 73 00 Unit Types Akbari Ashim Gardner Allison TES RK VACANT Martin Tammy Last Akopyan Ervand Calderon Ramirez Manny First VACANT Juan Arias Ricky Faid To 127 172009 Levitt Dennis es VACANT Last Action None e Square Feet C Width Note You will not be allowed to access the QuikStor Express management program until you have finished working with the Data Entry program Below is a list of the information that must be entered into the program Once you are done with the sections below you will be able to start using the QuikStor Express management program You will not use the data entry program again after this initial setup UNIT SETUP UNIT TYPE This window allows you to create a unit type Later you will use these types to add specific units Go to the Unit Types menu on the toolbar and click on Work With Unit Types or click on the Unit Types button on the main screen In order to define specific units in your facility you must first define the unit ty
94. a daily late charge of 9 each day after that the tenant will receive charges as follows Date Late Fees Applied Total March 11 20 Total 20 March 12 9 Total 29 March 13 9 Total 38 March 14 9 Total 47 March 15 3 Total 50 March 16 30 0 Total 50 etc Daily late charges will be applied each month starting on the anniversary of the first month s first Daily Late Charge In the example above the first daily late charge for April will be applied on April 12 and will continue until the total late charge applied in the month of April is 50 If you use a 2 and even a 3 late charge or even a recurring 1 late notice the same concept applies the total late fee within 1 month of the Paid to Date cannot exceed the tenant s monthly rent 32 NOTE This only applies to charges in the Late category This does not affect other charges such as Pre Lien or Cut Lock charges User Setup This window allows an owner to create user names for the users of QuikStor Express It will also allow an owner to assign which features of the program each user will be able to access Note This option is grayed out under normal configuration A special owner s password is required and given to the owner solely If you are an owner and would like to use this setup and were not given the password please contact your QuikStor Account Representative To get to this window go to the File menu on the toolbar and select
95. account The basics are detailed below DEBIT This is NOT how you want to add late fees lien fees advertising charges etc to a tenant s account These charges have their own functions in Delinquents gt Apply Cut Lock Advertising Late Charges or Delinquents gt Print Notice for Tenant Select the tenant you wish to apply a debit to this is taking FROM them then select Payment gt Tenant Debit You should see a screen that looks like this Please assign the debit by category below Help Category Owed Debit eg Video Help Debiting Unit 25 Arias Unit 25 Amt Que Mo Balance 0 00 757 50 Credit 0 00 security Deposit 0 00 0 00 Inventory 0 00 0 00 Last Paid On 12 90 1899 Last Action Paid To SG Moved in 11 20 2009 5ec Dep 50 00 Tenant Motes sales Tax Late Fees Lien Fees Cut Lock Fees Advertising Charges Admin Charges Vending Damage Cart Rental 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 CC r E SC 00 XK Cancel if 109 The categories allow you to keep track of where the funds should be allocated in reports If you wish to charge them an administrative charge for example you would go to this line EE 0 00 0 00 and enter the value you wish to debit in the white area If there is a value to the left of the white area t
96. ain menu at any time When you are finished creating editing your inventory check the Y OK button REQUIRED FIELDS SETUP This window allows you to set which fields are required when doing a Move In or changing a tenant s information Note This setup is grayed out under normal configuration A special owner s password is required and given to the owner solely If you are an owner and would like to use this setup and were not given the password please contact a QuikStor Representative 45 To get to this window go to File gt Required Fields Setup You will get a window similar to this Required Fields The following checkboxes adjust what fields are required upon Move In or Change Tenant Info Ir uou check an option below the OF Button in those two screens will be disabled until Information le entered into that feld YOU WILL NOT be able to complete a Mowe n until those fields are filled in Altemate Miscellaneous Reservation Move Out i asihan First Mame Middle Initial Address Home Phone Work Phone Fax Number Po City State lt p Cell Phone Additional Address Company Special Notes E mail Address Unit Description x Cancel Within this window the checkboxes adjust what fields are required upon Move In Move Out or Reservation You can also dictate which fields must be entered on the Change Tenant Info and Miscellaneous screens If you check an option within this window the OK b
97. akdown by Unit 7 Help Hent amp Payment Unit Last Name Charges Old PTD Balance New PID amount 3 Gardner 73 00 34200 15 00 44 2010 73 00 99 75 31 2010 60 00 4 1 2010 99 75 Unit Details Linked Payment Type Amount 172 75 C All Units Pay Two Months oingle Unit Payment TOTAL PAYMENT This window gives you a quick breakdown of each of the units that are linked together The break down consists of the unit numbers last name of the current tenant rent amp charges old paid to date the new paid to date and the payment amount for each unit If you would like to take more of a look at an individual unit in this list select that unit and click on the Unit Details button By default the All Units Pay One Month is selected and gives you the total amount that is owed for all units If you would like to make a payment for two months for these units select that radio button Once you have made your selection click on the Y OK button to continue You will then get the screen where you can select which type of payment you wish to take select the type then click Y OK and the payment will be accepted If you would like to make a payment for just one of the units select that unit from this list and click on the single Unit Payment button and the regular payment screen will come up where you can enter a unit payment as normal If you wish to take a payment for both linked units that is not a standard 1 or
98. al and an optional module for Express Standard To find out more information please contact your QuikStor account representative FOLLOW THESE FOUR EASY STEPS TO SET UP QUIKSTOR EXPRESS FOR QUIKPAY DIRECT 1 Fill out the paperwork for either your Plug N Pay account or your QuikStor Processing account If you have any questions about this process please contact your QuikStor account representative 60 2 Verify your Internet Setup within Express is complete QuikPay Direct communicates with Plug N Pay or QuikStor Processing through an Internet connection lt determines how to connect to the Internet via the Internet Setup screen so make sure that you have gone through the Express Manual s section on Internet Setup and completed this For confirmation send a test e mail through Express and make sure it is received properly 3 Contact QuikStor to turn on the QuikPay Direct integration The integration itself is only accessible to QuikStor technicians 4 Express Setup The final step is the setup itself Log into Express and go to File gt Site Setup gt Change Site Setup You will either a tab labeled Plug n Pay or QuikStor Processing depending on which integration you have Click on the tab and you will see a screen similar to this Change Site Setup Printing Technical Additional Additional Charge Labels QuikStor Processing pa EORR This function allows you to Process Credit Cards and Werify Check
99. anding Balance for the tenant to pay For example if a tenant s paid to date is the first and he comes in on the first to move out and you want to charge him for 15 days you would simply follow the directions above and where you put in the amount of days you would put 15 and then it would automatically generate the total for you 2 The second way is if you have a completely different amount that you need to charge the vacating tenant First uncheck the Collect Outstanding Balance field and go to this area kV Collect Other 0 00 Put a check mark in the box and then type in the amount that you wish the tenant to pay upon Move out Once you are finished with this click on the Move Out button and finish the Move Out as normal TRANSFERRING A CREDIT TO A LINKED UNIT DURING A MOVE OUT Follow the steps below to transfer the credit to the remaining unit 1 Move out the tenant as normal by selecting the tenant you wish to move out and going to Move In Out gt Move Out Go through the normal move out procedure During the Move out you will need to refund the tenant s outstanding credit s Make sure to print out an extra receipt during this process so that you know and have evidence of how much credit this tenant had 2 Perform a tenant credit Tenant gt Tenant Credit on the unit s that the vacated unit was linked to for the refunded amount shown on the printed receipt Enter this into the Credit field and then enter in tenant not
100. ants at the same rate Raise Lower the SCHEDULED RENT tor all types by a percentage but not existing tenants Select and then enter in the percentage that you would like to raise or reduce the scheduled rent For example the screen below shows a 5 increase on all units but does not affect existing tenants Those occupied units will be automatically increased when the current tenant moves out Raise Sched Rent for all types by a percentage es Raise Rent by a Percentage 5 E x Cancel 113 RETURN SCHEDULED RENT This function can be used to return discounted units of a specific type to their originally scheduled rent Begin by selecting this option from the Raise Lower Rent menu Select the type from the list given that you wish to return to its scheduled rent Click on the A Select button to view all of the information on this unit You can also choose the Return ALL discounted units to their scheduled rent which does not require you to select a unit type first When you have made the changes and are certain all of the information is correct click the Y OK button to make the change RE PRINT RENT RAISE LETTERS This function allows you to automatically re print all of the rent raise letters for a specified date range Go to Tenant gt Re print Rent Raise Letters Once selected you can enter the desired date range that you want the rent raise letters to print Then click on the Y OK button and it will au
101. appen instead of you having to input a lease addendum number every time Option 12 will allow you to decide if you want to send bills to tenants on auto billing Option 13 allows you to set the total number of NSFs that a tenant can have before restricting them to cash only Option 14 allows you to set the total number of NSFs before adding a tenant to the DLR report Option 15 sets the default number of days that a reservation is held At the bottom you will find two final checkboxes e Automatically archive gate activity if this box is checked your gate activity will archive on the first of each month To the right is a numbered box where you can enter in the number of days that you would like to archive activity for e Default payments to the outstanding balance if this box is checked payments will automatically be applied to the outstanding balance first 20 ADDITIONAL This tab allows you to enter additional information about how your site functions including legal details Change Site Setup Site Printing Technical Additional Additional Charge Labels QuikStor Process Ha a A legal question This nest question about facility operations ls a ver critical question Please read it very carefully If you have any questions please callus about what it means BUT any legal questions about this must be refered to your atomer Here le the situation a tenant is several months late and you have sent them legal notices Pr
102. d Commerce and Dyn DNS WEEN een The E Commerce tab allows you to set all of E Commerce Force Provate on Move in your online variables including whether or E Commerce Force Pro rate on Move in sometimes plus 1 month not to allow rentals amp reservations If pro D E available units for rental only show E unit types 25 50 100 150 rates should be forced and if a tenant can i edit their information General Daily Report Database Backup Three Available Report Reports On Demand E Commerce Dyn DNS You can create custom messages on the main rental and receipt pages General Custom M special 42 Or setup specials like a zero dollar reservation or 1 move in The Dyn DNS tab allows you to use the Dyn DNS service to simulate a static IP address without incurring the cost associated with a static IP address Internet Settings Enter the link provided to you by QuikStor Daily Report Database Backup Three Available Report Technical Suppo rt or from your IT Reports On Demand E Commerce Dun DNS Professional Dyn DNS Link yourstorage ouikdns Com Hun Ir Now Refresh Interval Eo minutes Base Time one GMT 08 00 Pacific Time US amp Canada Module installed you will need to set your Three Available Report Reports On Demand E Commerce email client parameters directly into Express Internet Settings el H you do not have the Outlook Integration General Daily Report Database Bac
103. d assistance QUIKSTOR SETUP The first step towards using the integration is setting up the QuickBooks accounts Go to File gt Setup gt Change Site Setup Click the Additional Charge Labels tab At the bottom of this tab section you will see three fields Income Account Checking Account and Undeposited Funds Account These account labels must match exactly as the income labels you have set in QuickBooks 99 Below that you will setup your Cash and Check Payee and Credit Card Payee Finally you can check or uncheck the Export only Bank Deposits box based on your preference as well as indicate the path of the exported file QuickBooks Integration Income Account Undeposited Funds Account Checking Account Rent Rent Checking Cash and Check Payee Rent Credit Card Payee Rental Card WwW Export Only Bank Deposits Exporting File Path C Program FilesSIntuit QuickBooks Pro FIRST USE Under the File menu of QuickBooks choose Import You ll need to navigate the file dialog to your QuikStor Express data directory most times this is C QSX Select Daily IIF when you get to the correct folder If you receive an error message call QuikStor Technical Support at 800 321 1987 Otherwise you should see a dialog which says Your data has been imported successfully Congratulations SUBSEQUENT USES Using the integration should now be as easy as selecting Export to QuickBooks f
104. d information on QuikStor products A WEBINARS Co WEBSITE Train at your convenience For more information visit us with our webinars online at wwwequikstor com If you are using Windows Vista or Windows 7 with User Access Control UAC enabled please click Vista and Windows 7 users click here i the before the installation button first for steps on how to disable UAC Start by clicking on the START HERE button This will begin the installation of QuikStor Express Click on the Finish button when the installation is done and it should take you back to the main installation window 15 When QuikStor Express is installed you will see a screen like this QuikStor Welcome to QuikStor Express Management Software Li START DATA ENTRY _ DOCUMENTATION Set up your units and unit types Reports and information on Once the checklist is complete you QuikStor products will be able to start QuikStor Express i WEBINARS oeh WEBSITE Train at your convenience KW KI For more information visit us y with our webinars P online at www quikstor com On this screen click the START DATA ENTRY button and that will open the data entry program QuikStor Data Entry NOTE This section is only for those facilities that have to input all of their information into QuikStor Express not for those who have converted over to Express from another version of QuikStor or a 3 party management software QuikStor Dat
105. d label you may change an existing Unit Type description or add to those already listed When you are finished editing this list click the Y OK button Source List This button allows you to customize your facility s Source List How did they hear about us Options such as Internet Previous Tenant and Yellow Pages are already listed for your convenience You can easily add more that pertain to your area to keep track of how tenants heard about your facility You may enter a Source of Tenancy for each of your tenants upon rental When you are finished editing this list click the Y OK button Profile List This button allows you to customize the Profiles used at your facility Commercial Personal Government Tax Exempt and Non Profit Tax Exempt have been included by default You can add delete or customize profiles as you wish Tenant profiles may be useful for tracking the type of customers you have and may help you determine pricing based on customer type When you add a new profile you need to type in the description of the profile a 3 letter code for the description and check the tax exempt box if it applies When you are finished editing this list click the Y OK button Variance List This button allows you to customize the reasons why users are performing non standard actions such as Change Paid To Date Tenant Debit amp Credit etc This button by default is unchecked which means that if a manager or employee does one
106. d rent Selected unit window Skip tenant Source Statement Strict First of the Month Site Tail Lock Transfer Under schedule Unit listing window Unit Types User Variable Walk around with auto credit card billing enabled have their credit card account automatically debited each month during overnight processing This feature is included with Express Professional and is optional in Standard QuikPay is not available with Express Lite Printed when a payment is applied Shows the amount of the transaction that just took place Delinquency setting if made active posts the associated action s late charge each month a tenant remains delinquent until the past due balance is paid Delinquency status indicating placement of a company lock on a unit to prevent tenant entry until past due balance is paid Procedure used to reload a data backup Note that this overwrites current data Standard rent rate for a specific size unit type Provides detailed information for a selected unit from the unit listing window Delinquent tenant who vacated their unit without prior notification to the facility manager Marketing category used to identify how tenants heard about the facility Used to show the current amount owed on a customer s account Not to be confused with bills or invoices Implies that all tenants at your site are due on the first of every month A Strict First of the Month Site requires pro rates to the 1
107. d select the percent you would like the If your facility has multiple floors they can be created amp displayed on separate layers of the map To switch Floor 1 EX between floors click on the button and select the floor you wish to view When you are done editing or building your site layout click the E button to exit Edit Mode To print your site layout right click your mouse in an open area within the QuikMap and a menu will come up asking if you wish to Print This Floor or Print All Floors 67 HINT Once all your units are placed in the QuikMap and you are in viewing mode clicking on a unit in the map will bring Express to that unit s record in the Unit List QUIKTRUCK QuikStor Express has a module that allows you to track truck rentals amp reservations This module is included in the Professional and available as an optional module in Standard It is not available in Lite IMPORTANT In order to take payments for truck rentals you must have Additional Income Label 7 in Site Setup set to Truck If this is not set correctly any payments you take for trucks will not show up in any of your reports On the main Express screen you will see a small truck icon like this Click this icon and you will see the following screen Geh Truck Rentals eg Se O pee PR Edit Selected Truck l Today December 23 2003 Help L Close This menu includes adding new trucks that you
108. days after the Paid to Date to process the credit card Set this to O to process on the Paid to Date 7 Click the Print Agreement button and have the customer sign it to authorize the use of their credit card 8 Continue filling in this tab and the Financial tab and then finish moving in the tenant as normal 62 Updating an existing tenant 1 Select the tenant from the main screen and highlight their name with the mouse 2 Goto the Tenant Menu on the menu bar and choose Change Info 3 Move to the Auto Billing tab and fill in the required information You can also use the Insert Tenant Information button to auto populate the top portion of this screen 4 IMPORTANT NOTE ABOUT PCI COMPLIANCE credit card issuers take security very seriously as does QuikStor Because of that QuikStor Express is 100 compliant with PCI credit card regulations This means that no credit card information is stored in the Express program Whether you are using QuikStor Processing or the Plug N Pay gateway system both options are PCI compliant and use a tokenized system to store credit card information on the merchant processors secured servers 5 In order to get the credit card information onto the secure processor s server you must first make a manual payment with the credit card that you would like to use for auto billing Typically the same card used at move in will be the one used for the auto billing If not retu
109. e and charges are given and when Y First Late Notice e second Late Notice Action expires after 7 A days they are given Third Late Notice Mai Pre Lien Notice e a SE Note to setup Daily Late Charges go Y Cut Lock to File gt Site Setup gt Change Site Y Advetising e Flat Rate Flat Rate 0 00 Setup a par g Print Options H C Percent of Rent 7 Always send to tenant To get to this window go to the File Send to al E GE menu on the toolbar and select Print during overnights i Number of copies to print Delinquency Setup Last Auction Details g i a a Y Save Exi The first step in using this screen is to Last Auction Units Sold Amount Owed Total Collected Cents Dollar mme wa fo ss oe Rm cero click on the name of the delinquency 31 action with which you want to work The actions are listed in the box marked Available Actions The checkbox next to the option will set whether that option is active Once you have clicked on one of the available actions you can apply various options to that action Note Only the options that are relevant to the highlighted action will show on the screen Action Options This will allow you to determine whether or not this action recurs even if the tenant is still delinquent from last month You can also decide how many days after rent is due this action should be performed If the Action is Pre lien you can also choose when the action will ex
110. e Office this will automatically enter the home office email address that you entered under Internet Setup gt Reports on Demand 3 Email QS Support this will automatically enter the QuikStor Technical Support email address of support quikstor com Depending on which option you choose enter in the email address you want to send to and click the _ oS send button A message will come up letting you know the message is in your Outbox If you have selected to process your Outbox during overnight processing then the message will send when your overnight processing runs If you want to send it sooner or don t have that option set you can manually send the messages in your Outbox by selecting Tools gt Email gt Outbox and clicking the Send Now button In that window If you are using the Outlook Integration module your email will automatically be sent and processed af send through Outlook as soon as you click the button 157 DAILY REPORT Below is a breakdown of each report in this section DAILY REPORT E N Without a doubt this is the most important report to obtain a snapshot of your facility Many people in the industry call the exclusive Daily Report in Express the 5 Minute Manager because it is literally that quick to see how your facility did that day This is a detailed yet simple report showing all of the activities from the previous day Typically the Express computer is left on overnight with the Exp
111. e finished with this click on the Y OK button to save the changes and exit Billing Setup This screen allows you to either set or clear whether tenants will receive a Bill before their Paid to Date Billing Setup Billed Freq Unit Name 1 3 Tony Gardner 6 April Lee T Randy Fountain 9 Steve Weinstein 11 Juan Calderon 12 Paul Mahoney 13 Paul Brandenburg 17 Eric Rolisnyk 18 Ashim Akbari EISE LAA A AAA E fii E Number of days before Paid to Date to print Bills 104 w Set Defaultto Billed on Move In Do not send Bills to Delinquent Tenants w Print Bills during Overnight Processing Paid To 01 01 10 020110 02701710 12701709 12 01 03 02 07 10 12 01 03 12 01 03 12 07 10 F Set Clear All Set All Do not send Bills to tenants on Auto CC Billing or Auto Account Debiting E Help w OF x Cancel annual etc billing Go to File gt Billing Setup To change a particular tenant s option click on the tenant you wish to change scrolling up or down as needed so that it is highlighted then click Set to make them receive the Bill you will see a Y in the Billed column or click Clear to stop this tenant from receiving bills the Y will become an N If you wish to change ALL the tenants you can either click on Clear All or Set All You will also see a frequency column with the heading Freq By default this is set to
112. e of hardware failure Another word for invoices Used to notify tenants when their rent is due Not to be confused with Statements Any card with a magnetic strip used to gain access through a gate QuikStor Access Control Systems only You can also swipe credit cards to make payments in the office or a driver s license if your state supports magnetic stripes to easily copy tenant information into Express Delinquency notices normally lien sale notices requiring a certified signature upon delivery to tenants in severe delinquency status Pre liens are considered certified in some states so for simplicity QuikStor considers them to be certified Initial and secondary late notices are not considered for this category Express will not print certified letters during overnight processing on Saturday or Sunday Used to record monies added to the cash drawer in non traditional means Also recorded on the bank deposit Applies specified credit amount to a specified category Term specifies the file that contains all of the data for your site that has been input into the QuikStor Express program Used to record monies removed from the cash drawer in non traditional means Also recorded on the bank deposit Applies specified debit amount to a specified category A delinquent account is a receivable for which payment has not been received by the due date In the case of Express this means that if a tenant s paid to date has passed and
113. e option or choose a different option if you need to in order to complete pour rent changes or click OKT to return to the main menu Help RaiseLower the renttor an individual unit Raise Lower the rentfor all units of a type Ralse Lowerthe SCHEDULED RENT for a type but not existing tenants Ralse Lowerthe SCHEDULED RENT for all types by a percentage but not existing tenants Return discounted units of a type to their scheduled rent Return all discounted units to their scheduled rent nf Ok Raising Lowering Rent for Unit 3 Tony Gardner Unit 3 You may use any number of these options in order to complete you rent changes or click Y OK to return to the main screen Below are descriptions of each of the different options that you can choose Rent raises that affect existing tenants will apply as follows CURRENT TENANTS The new rental amount displays under Amt Due Monthly effective as soon as the rent raise is posted DELINQUENT TENANTS After the rent raise is posted the raise is posted to the tenant s rental rate history however the current rent amount remains under Amount Due Monthly until the next subsequent payment which makes them current as of the date the rent change is posted The new rent then posts onto the account Tenant s rent raise histories can be viewed individually by selecting the unit clicking Amt Due Monthly and clicking Rental Rate History A 73 00 Paid To 15 00
114. e parameters Each time you create a unit with those attributes you will define it as this type Note You must fill in all of the required information or you will not be able to click the Y OK button The only optional fields are security deposit info and the checkbox at the bottom of the window If options like Type or Door do not apply simply choose other from the pull down menu When you have filled in all of the information click the Y OK button ADD UNIT This function allows you to add individual units to your site using the unit types you have created To add new units click on the n t A button UNIT NUMBER This will be the first item that you need enter in when you are adding units Every time you add a new unit to your site you must enter an alphanumeric unit number in the specified field You will not be able to enter a number letter that corresponds to a unit that has already been created When you have entered a number letter in the specified field click the Y OK button UNIT TYPE This window allows you to choose which type of unit you are adding to your site Select the type from the list you created using the Unit Types screen and click on the Select button You will then see a window like this i 7 ie lt mm a aa e Information geg en Sen li n O a Mec dia WA O Are you SURE you want to add a unit to your site This is a SERIOUS OPERATION You are making a PHYSICAL
115. e x Lancel TOTAL 119 Important Note for STRICT FIRST OF THE MONTH Facilities only Even if you have selected Strict First of the Month Facility under Site Setup the tenant s Paid To Date will be moved to their move in date This means they will most likely have a Paid To Date that is not the 1 However the next time this customer makes a payment it will move their Paid To Date to the first of the next month and they may end up with a credit balance Example A customer moves in on 03 10 Their check bounces When you mark the check as NSF in Express their Paid To Date will be 03 10 and the balance will be equal to a full months rent plus any other charges such as security deposit administration fees and NSF charges When the balance is paid the Paid To Date will move to 04 10 and there will be credit equal to 6 days payment When you have confirmed that the information is correct click the Y Yes button to confirm WHY DOES THE NSF RECEIPT SHOW LESS THAN TENANT WAS CHARGED The NSF process in Express is based on the concept that Time is Money In the storage business this is meant literally Time is a commodity that has a dollar value per month or per day and if taken properly into account you will see that the amount listed as due on the NSF receipt is correct For example let s say NSF Jones moved into a unit on March 12 The unit s rent is 30 per month but they moved in with a prorate so their initial rent payme
116. eLien etc L and then they make a partial payment The payment does NOT pay them up fully They are stil behind Do you release all the legal notices and go back to the first legal notice with this tenant Or do you continue with the legal process as if they had not made any payment eg ideo Help e Release the Liens and go back to square one C Continue the legal action without change Evaluate each situation on a case by case basis i Strict First Of The Month Facility Rent Due on 1st of month only Automatically apply creditto Rent during overnights If someone pays future rent should move the paidto Gate Integration date way into the future or should move the paidto AllCon date one month and put the excess funds into credit a Unit Type List Source List Profile List 3 nf Save amp Exit Use Variance List Last Reservation Number PEREPERE x Cancel Last Receipt Number le Enable Truck Rentals Please read the legal question carefully and click on the appropriate option This is a very important question regarding how you run your site To set your site to Strict First of the Month click the checkbox to the left of the Strict First of the Month Site text If this is checked you disable the two sub options It will automatically force pro rates and not allow partial payments Partial Payments will be placed in credit instead To designate your site an anniversary site make sure Str
117. echnician activate it Once the integration is active the initial setup of the function is finished and you can start building your site map BUILDING QUIKMAP Now that the integration is active we can start building the map of your facility Start out by clicking on the Map tab on the main screen of Express You will see a window similar to this General Misc Alternate Map Es HE Floor 1 sg Zoom 100 S E de oh Site Size Bo 2 a d 2 4 6 B 10 12 14 16 18 20 22 24 26 28 310 32 H 36 40 42 44 46 48 50 52 54 56 c69 C 1 C73 D A 5 24 22 29 18 16 14 12 10 F 6 4 ap 3P 3p 39 32 3p 2p E Start with the QuikMap Toolbar Below is a picture of the toolbar followed by individual explanations of each tool Es Floor Lei oor 100 gh th Site Size 500 p 500 Si ER Switch to Edit Mode this button allows you to switch from viewing mode of QuikMap to Edit Mode 66 where you can make all of your changes or additions Floor 1 is selected Dor 100 e SS 100 BW Zoom this box allows you to either Zoom In or Out of the current layout of your QuikMap _ _ Delete Selected Unit when in Edit mode this button allows you to delete a selected placed unit from the map if you have placed this incorrectly NOTE This does not affect the unit list in Express Ae Rotate Unit Left when in editing mode this button allows you to rotate a selected unit to the left Cou
118. ed letter e Facility ZIF E TRANSACTIONTYPE E El AMOUNT mu my Facility Phone EL ACCOLINTTYPE per Manager Name SL CCNUMBER oot Long Date EL CCTYPE enn eg Sl CCEXPDATE S Tenant Name El ACCOUNTNUMBER oobi Tenant Address S4 AOUTIMGNUMBER ARCHIVE DATABASE ooh Tenant City EL CHECKNUMBER oth Tenant State Gb NAME Before archiving please confirm that you have ran the Backup Database function to EE ensure that no data will be lost during this process Cancel 150 ARCHIVE DATA This function allows you to archive your current database This will make your database and backups smaller and faster to work with Go to Tools gt Archive Database A window will come up that looks similar to this Archiving L Express wll archive the data before the date range you specity below This Will make the database and backups smaller However please note that any information you wish to access prior to this date will be inaccessable Unless You extract the archive thus making the database larger again Please enter the date to which you want to archive pour database This date cannot be more recent than three months before today PA1S 2009 Archive only Gate Activity Tables af Archive Select the date you wish to archive up to and then click on the Archive button Note The default date that comes up on this form is 6 months prior to the current date Once you have clicked on the Archive button it will b
119. eeeceeeneeeneeenes 165 ACTIONS Needed EA o io a ae 165 When will delinquency actions show up on the Actions Needed F A report 165 o EE 167 Late Charges By Unit or Last Name EHNEN 167 Eeler 167 Red LOCKS TO Take OM EYJ as a abi Matias a 167 Current but Owed Fees ER Ni ieee a ites sed ied ddan sd tiled 167 COMEN Loo E RZ o aos 167 Friendly Reminder Callsheet ER 167 Addresses for Certified Notices Sent Ev 167 Late Charges Waived Report CW 168 BINO DEE 168 Upcoming Bills To Be Sent By Unit Paid to Date or Last Name E L K c cccseeceeeeees 168 Bills Sent for Any Time Period EIM 168 Billing Status By Unit or Name ET WEEN 168 Menant ae E E O 168 Master EIStoOr All Mal E Jarena 168 Master List of All Tenants by Unit Type EJ 168 Tenants Account Balance Report EJ 168 Monthly Charges for All Tenants EH 168 Monthly Charges for a Given Time Period E R Q occcccocncccccncoccncconcnconcncnnnnnonncnonnnnnonnnnnnnnnss 169 Listior Tenants who Moved Kelt En EEN 169 List of All Tenants who have Prepaid Ev O 169 List of All Tenants who have Prepaid Actual E v O 32 169 go UNIS ai EE 169 Tenants Getting a Rent Change EIB 169 Seel EREECHEN E E E 169 PULTE RENE INCOME E E EE 169 List of Tenants a Manager would Least Likely Rent to Again UR 169 Tenant Emal Address REA sone thas belo chal hoe een ate Ga incoado 170 Ju Le e EE 170 Curent Inventor E Yan a tias 170 Inventory T
120. egin the process of archiving your current data This may take several minutes depending on the size of your database and the dates you chose to archive RESTORE ARCHIVED DATA This function will restore your archived data into your current database Using this function will increase the size of your current data so your QuikStor Express software may run a little slower after you perform this action depending on the date range and quantity of data Go to Tools gt Extract Archive A window will come up that looks similar to this Confirm i So This function will restore all of your archived data and enlarge your database again How long this will take will depend on the size of your data To maintain Express speed and your database size data will need to be archived again when you are finished using archived data Cancel Click on the OK button to continue restoring the archive or click on the Cancel button to go back to your main menu without performing this function 151 Chapter Six MARKETING This section walks you through the various detailed marketing reports that can be found in Express This is a powerful set of reports that can provide you with useful graphs and analysis of competition in your area or how well specific advertising campaigns are working for you All of the following reports can be found under the Marketing menu on your main toolbar COMPETITION SURVEY This feature provides you with a place to
121. eipts for a Date Range This function allows you to reprint all of the receipts for a certain date range that you select A date range window will pop up so that you can select the date range you wish to work with After selecting the date range click the Y OK button to continue or the X Cancel button to go back to the main screen Once you hit the Y OK button it will automatically run through all of the receipts for the specified date range and print them Once this is finished it will take you back to the main screen TRANSFER This window allows you to transfer a tenant from one unit to another and add the appropriate charges or credits Select a unit from your list and go to Move In Out gt Transfer Sometimes a tenant needs to move out of his unit and move into a different one Maybe he needs more space or he wants to change from the second floor to the first floor Whatever the reason this is the function you will use to do the transfer 98 Transfer Select the unit you would like to transfer this tenant into by clicking on it If you do not see the unit you wish to transfer to check to make sure it is not already occupied When you have selected a unit Please choose the unit to which you would like to transfer Help 25 Inside 2 5 5 10 73 00 25 Inside Video Help Hu 4 5 10 8 95 00 25 Inside a ae et eee to transfer to click the gt Next button 8 10 10 10 95 00 25 Inside se 3 1 H usw
122. elp files go to Help gt Video Help If you hear no sound during the videos you may not have a sound card or speakers connected to your computer To get the full benefit from this feature both a sound card and speakers are required ON SCREEN HELP On most screens in Express you will see this button Help Click it to find an indexed Help Menu very similar to the Windows Help menus The section from the screen you are currently on will automatically be displayed For example on the main screen you will see P oe Espres icp a RES 8 P Li A a Hide Jack Mar Home Print Options Contents index Search Al H Overview Previous Top Next ee Settings de E LO Working with Tenants This section deals with all of the functions having to do with the tenants at your site E Qe Reserve UnReserv E Qe Move In Selecting a tenant or unit from your list on the main screen of Express and then i E amp Payment selecting Tenant Payment or Move In Out from the toolbar will perform most of the l e Transfer functions below i UO LinkUnlink E Be Monthly Charges A You can perform some functions by selecting a tenant or unit from your list and Tenant Credit Debit clicking the General Miscellaneous and Alternate tabs above the unit Qe Aaise Lower Rents information window on the main screen 0 Tenant Notes si Y Move Out Hint You can perform most of the functions of this section by right clicking on a space from your
123. enant in A S Cossairt backed her vehicle into the door 7 Help wf Mark Unit Damaged M Cancel Help we Mark Unit Undamaged M Cancel When a unit is unusable you will want to use this section to tag and explain the reason for its condition When marking a unit undamaged simply repeat the process above on a previously damaged unit and click Y Mark Unit Undamaged and include the date repaired Be sure to enter comprehensive notes of both the damage and the repair for your records TIP You can also perform this function by right clicking on a unit within the unit list Bank Deposit This function will automatically perform a bank deposit and provide you a form to print out to give to the bank along with your deposit It will also print out a copy for your records Go to Reports gt Make A Bank Deposit All the cash checks and credit card income that have been collected will appear on this deposit It will only record payments taken since the last bank deposit RECOMMENDED Before you make a bank deposit go to the Reports menu and click on Trial Bank Deposit This will bring up a form similar to the regular bank deposit form but it will not go directly into your system Do this first so that you can confirm the information is correct and so you know to make any changes before making the full deposit 130 Manager Daily Debit Credit This form allows the manager of a facility to make a Daily Debit or Credit to
124. enter in as much information as is Known about your competition This could include unit sizes occupancy amenities miles from your facility etc Once all information is entered you can choose to run a report on an individual competitor by clicking the chu Competitor Hepar button or you can run a report on all competitors listed by clicking the ES Competition Survey Report bition An Competition Survey Lei le Si Sot By Home Individual Competitor Report Competition Survey Report NAME ADDRESS SS MILES UPDATED ADMINFEE ABC Storage 11213 Roo Lane l800 555 1212 Anpwhere 611 14 2010 2 11 09 Pm x Cancel GRAPHS This section provides marketing reports that breakdown into graph format TENANT SOURCES GRAPH E L C G This graph displays how your tenants are getting to you based on your sources list It shows numbers and percentages of tenants referred by each source UNIT EFFICIENCY REPORT GRAPH E T G This is a great graph providing a quick snapshot of how many square feet each unit type is using and what percentage of that square footage is occupied or vacant 152 Unit Unit Efficiency Report Graph E T G QuikStor Security amp Software since 1987 Van Nuys Compiled on Friday January 15 2010 at 8 07 AM Be i ei a a a a a aa hy A a i ys y e EE EE av a o E iy E 41 a C O NN t A jeoe d4 E
125. es SINAN NO Wate saree tae tere eos as eds ltda 143 Sit N t s Calend ado orales 143 REDO Se TEE 144 Upload All Key EE 144 EMU 144 Pao a y ue Reranch eee earthen Penne tence o E A ere nen Senne eee 145 How To Email Bills Notices and or Hecemte 145 Mener e Con mer mn er ans 145 TENSION Malo ar nica 145 MO a eee 146 Word lee e ME 147 Editable Docume E 147 Adding Ee elle 148 Adding MAMA EE 149 ve just customized a document in Word Processing and now it won t pm 150 Archive e tice Sarto ieee he os oe kb Ga eh is ce ice Ae ee aati aes 150 Adel 151 Restore Archived Dalt dida 151 MAPS SIX MARKETING a a 152 COMPEUION SUE e al 152 ET ee y APA enn IN IN 152 Tenant Sources Graph Gal dedo 152 Unit Efficiency Report Graph ET 152 CI AMaly SIS E E a A 153 Month End Analysis Graph EAR M G nssitonsetcteaan mative o ad 153 Dally Analysis Graph E EE 153 Total Occupied vs Total Units O VU ee re ete ha let att sea lle 153 Bremen RA E E 153 Tenant e lg 154 Tenant Sources E LaO RE 154 Tenant Sources for a Date Range EIDA 154 Tenant Sources for Revenue Breakdown EIO 154 Zip GOO Analysis ELF ios 154 CIV Analysis EE Eliana asadas inde 154 Miles From Ste VIE O riadas 154 Demoga nics Repon TDR osese nnan R R RIRI EERS 154 Chapter Seven Reposo aida 155 EDOM OPUS anrea a a lla 155 Date Range Selecione 155 Using the Report Selector asii asis 155 Setting up and using the Favorite Reports Utility
126. es a receipt To exit click the Close button PAYMENTS This screen provides a list of all payments made at your facility These payments are ordered by date Notice that the report shows you the date of the transaction the unit number the tenant s last name the amount if any paid how payment was made cash check etc the amount of rent posted if any and the late charge posted if any BANK DEPOSITS MADE This window provides you a list of all bank deposits you have made in your system These are shown in order by date Note that the screen shows you the date and time each deposit was made the amounts deposited from cash checks and credit cards and a running total for the month You can also runa Preview Bank Deposit E M 1 report FORMER TENANTS This window provides you a list of all former tenants and which units they occupied These are listed in order by date Note that the screen shows you the move out date the tenant s name unit number move in date outstanding balance and total days in the facility This window also allows you to undo a move out Select the unit from the list and click on the Undo Move Out button Click Yes when asked if you are sure that you want to move the tenant back in then click OK In addition you can take a payment for a former tenant view transactions for a former tenant or run a Vacating Report 140 VACANCY This screen displays a list of each unit type and
127. es clearly describing the unit number this credit was from and why this credit was given 3 Check the tenant s balance amp transaction history to make sure the correct amount was entered Be sure to keep the vacated tenant receipt showing the credit for your records MOVING OUT A TENANT WITH AN OWED BALANCE There may be times that you need to move out a delinquent tenant with a balance owed for that tenant to pay at a later time This section will explain how to do this Select the delinquent tenant from your list then go to the Move In Out menu on the top toolbar and select Move Out Confirm all of the information is correct on the first window that appears and then click Next On the next window you will see a section that says Collect Outstanding Balance which has the full amount that the tenant owes checked by default Uncheck that box and Express will not collect the balance owed Collect Outstanding Balance Refund Rent and Monthly Charges for l Es days Once this is unchecked make sure that there is nothing else checked unless other refunds or collections are involved with this move out click on the Next Button and a window similar to this will appear Confirm a e y You are going to Move Cut Tenant from Unit 13 i Do you want to continue 117 If this is correct click on the Yes button to finish the Move Out and a receipt and vacating tenant report will print out for you On the receipt and
128. ething Scheduled Monthly Charges What the tenant will pay each month Move In New Tenant for Unit 1 Tenant Alternate Misc Auto Billing Financial o Hel e 3cheduled Monthly Charges f Auto ProFate Ste 17 89 Monthly Rent wg Video Help Monthly Changes EN f Rent for ES months 76 65 f Other 4mount Total Free Stuff 1 Move In More Actual Payment Today 0 00 Security Deposit 25 00 Setup Fee l 5 00 Inventor Miscellaneous Paid To Date 2 1 2010 e Print Lease Addendum Credit on Account 0 00 Print Gate Codes Report Total Rent P t Total Payment olal Rent Paymen Paid Up To 1272472009 i e Credit on Account 0 00 L Specials e UK E Monthly Rent This displays the current Scheduled Rent and will allow you to change the rent for this unit To change the rent click the Monthly Rent button and enter a number into New Rent then select either Retain Rent to make it permanent or Back To Scheduled and enter the date that the rent will revert to its original rate The unit will return to scheduled rent for that type when vacated Monthly Charges for Tenant for Unit 1 Monthly Charges This adds additional charges to ea SE SE EE the tenant s rent each month To add an additional Electricity a charge click the Monthly Charges button Select the type of charge from the left window click the gt button which will move the char
129. exact amount of time the tenant was in each unit Option 1 is the preferred method UNDO TRANSFER If you have either transferred a tenant from one unit to an incorrect unit or the tenant just decides not to go into that unit you will use this feature to correct the transfer In QuikStor Express there is not a one step option for Undo Transfer to prevent accidental actions To do this process you will have to use the steps below Upon completion of the initial transfer of the tenant if this is not the unit that the tenant wants to transfer into or the tenant changes their mind you will have to do another transfer into the correct unit or into their old unit To do this go to the Move In Out menu and select Transfer Choose the correct unit you want to transfer into go through the normal process of a Transfer Once the unit is transferred into the new correct unit you will have to address the fees if applicable for this transfer If you were transferring into a bigger or smaller unit there would be rent differences with the units so there could be monies owed What you will need to do is either credit or debit these fees after the transfer is complete so there is no outstanding balance NOTE If the scheduled rent of the unit you transferred out of was different than the tenant s rent at the time of the transfer you will have to adjust the rent rate to where it was during the transfer process HOW ARE THE TENANT S TRANSFER NUMBERS CA
130. example if you schedule the report to print weekly and you give a one month date range the report will automatically adjust the date range by one week each time it prints After you have finished filling in the information for the Schedule you then specify if you want the report Printed Emailed or Both during Overnight Processing For Overnight printing of the report put a checkmark within the box next to Print Report and specify the number of copies you wish to print For emailing of the report put a checkmark in the box next to Email Report then put the email address you want it sent to in the field next to the To field QuikStor Gate Integrations Note The latest in state of the art access control systems the QuikStor Guardian Series is listed below It replaces both the Express Gate Controller and QB Alarm systems If you are still using either of these systems and require documentation please contact your account representative or QuikStor Support for the requested documentation or upgrade information OVERVIEW The Guardian Series Access Control system is an advanced keypad system designed to control gates elevators and access doors When combined with QuikStor s wireless door alarms it becomes an all in one security package that allows you to restrict individual access and monitor unit door operation QuikStor Guardian Control Panel QuikStor Storage OQO OCA The Guardian system seamlessly integrates About with all ver
131. ftware and the variable must be named exactly what the program expects it to be named Variables are utilized on a letter by letter basis so variables used in the First Late Notice may or may not be available for use in the Pre Lien Notice Because this is very complicated it is recommended that you only use the variables that are noted in the default letter that you are trying to edit However if you do make a mistake and experience printing issues you can remove the variable s that are creating the problem The easiest way to do this is to restore to the default letter and start again using only the variables that are in the default letter To do this from the main screen of Express go to Tools gt Word Processing and then select the notice or letter you wish to work with and click Restore Default Notice H you do not want to restore and use the default template you may go through each variable in the letter and verify that it is correct and has been changed Incorrect spacing spelling etc could all cause variable A Data dictionary esa issues Variables Field aliases Band datasources The easiest way to do this is to write down each GE SS variable that you manually entered into the 8 E DBDataModule dstOnLineTransac E d Facility Name a document and then go to File gt Data Dictionary e ge Sa TREATS This will give you a list of all of variables within Co racy Stee 54 TRANSACTIONDATE the specifi
132. ge to the right window Enter a dollar amount into the field next to Total Amount y OF x Cancel 86 the charge Monthly charges can be setup through the Additional Charge Labels tab in Site Setup To remove a charge select the charge in the right window and click the button Insurance This adds a monthly insurance charge to the tenant s bill QuikStor Express integrates with the leading storage industry insurance company including Bader SafeStor and MiniCo If you are not currently signed up with insurance for your facility please contact your QuikStor account representative for available options Actual Payment Today What the tenant is paying today Rent Payment This will allow you to set the amount paid by the tenant today You can also apply any special promotional offers or discounts NOTE This button is a Required field and must be completed to finish a Move In Begin by checking or un checking the Auto Pro Rate to the first checkbox This feature may be disabled if you have Force Pro Rate checked in site setup or if you are a Strict First of the Month facility Then indicate how many months worth of rent you are collecting today You can also select Other Amount if you wish to receive a specific dollar amount or if you wish to have no money towards this rent and charge just the prorate By checking the Free Stuff 1 Move In or More checkboxes you can apply any pr
133. h Co Two Months dake a Different Paymen 6 1 2010 360 00 Purchase Inventory 0 00 TOTAL PAYMENT 6 1 2010 300 00 Finish processing the payment as you usually would The receipt will show the paid to date moving 12 months with only 10 months of rent payment being accepted from the tenant Which method you use is your choice Note Please remember that while you may choose to discount rental rates as you wish insurance will have to be paid for as if there were no sale on rent HOW TO MAKE A DIFFERENT PAYMENT WITH CREDIT The most important things to remember about this type of operation are the ways that credit works Assign the payment by category 1 Breakdown Owed Paying Credit can only be applied to payments made to the Rent and Charges category 2 Credit is applied after the Make a Different Payment Rent and Charges Details 0 00 D 60 00 screen is filled out so you need to have calculated how much money to apply to Rent and Charges prior to getting to that step In other words if a tenant has a check for 25 and a credit for o ol 0 00 000 DO then when you go into the Make a Different Payment screen ao 415 00 EH you will need to enter 30 into the Rent and Charges category SE SH ae Here s the process Let s say you have a tenant that has 15 Se 0 00 CH credit and gave you a check for 45 Go to the payment screen and click on Make a Different Payment Notice in the screen to the left
134. hat value is how much this tenant owes if you enter a value in this white area it will add your value to the value already there Add debit charges in as many categories as necessary Click on OK when you are finished Express will require that you enter notes for this transaction Enter whatever you feel is necessary Including your name or initials is a good rule of thumb Click OK and the debit is complete CREDIT Select the tenant you wish to apply a credit to this is giving TO them then select Payment gt Tenant Credit You should get a screen similar to this Crediting Unit 25 Arias Unit 25 Pleas e assign the credi it by cate go ry below Help ei Category Owed Credit Amt Due Mo 157 50 Credit nm _ Balance 5 00 security Deposit 0 00 0 00 Last Paid On 12 30 1899 Last Action Paid To 2 2 2010 Moved In 11 20 2009 Admin Charges Sec Den 50 00 Tenant Notes TemantNotes Total 0 00 X Cancel Notice that there are fewer categories on this screen You only have the option to post a credit to the Credit category the Security Deposit category or any category that has money owed In the above example there is 5 00 owed in Admin Charges The procedure for applying a credit is the same as in applying a debit Go to the category you wish and enter the amount you wish to credit in that category If for example you wanted to eliminate the 5 00 that is owed in Admin Charges you wou
135. he math being exactly the same Change Paid To Change Paid To Date This function allows you to Allison Gardner Unit 19 P Help change a tenant s Paid To Date Amt Due Mo 157 50 Paid To 1213 2010 This is generally only used to 0 00 F i SE Moved In 11 20 2009 Vide Hl correct a mistake that was made Last Paid On nta LastAction Sec Dep 50 00 Select a tenant from your list and Tenant Notes then go to Payment gt Change Paid To Old Paid To Date 12 13 2010 Ge a Ge lee by l l 02 2 2011 al clicking on the day month or year New Paid To Date epes 02 2 2011 and entering a new number Amount of Rent and Charges 1 month 19 days worth 257 25 wv OK 121 Mer x Cancel it Alternately you can click on the calendar icon to the right of the date to see a calendar You can select a new Paid To Date by either selecting a date in the current month or by using the arrows at the top of the calendar to change the month until you are able to select the date you desire Note If your facility is set as a Strict First of the Month Site you will only be able to choose the first of any given month as the Paid To Date When you have selected a new Paid To Date look over the information carefully and click the Y OK button to confirm This will take you to a window that will ask you to enter a reason for changing the Paid To Date Enter a reason this is required and once again click Y OK to confirm Refunds
136. he report will display the date unit name and current paid to date of the tenant BILLING STATUS BY UNIT OR NAME E L A This report shows the billing status of all tenants The report displays unit last name billing status whether the bill is printed e mailed or both paid to date next bill date rent and tenant s current balance Tenant This section contains reports concerning the tenants at your facility Below is a breakdown of those reports and a brief description of each MASTER LIST OF ALL TENANTS E J When you select this report a sort order menu will display including a checkbox on whether or not to include vacant units Once the sort order is selected this provides a complete list of all tenants MASTER LIST OF ALL TENANTS BY UNIT TYPE E J 1 Same report as the E J sorted by unit type TENANTS ACCOUNT BALANCE REPORT E J 2 This report shows a balance report for each of your tenants MONTHLY CHARGES FOR ALL TENANTS E R P This report will list all of the monthly charges in the order you specify unit last name or paid to date The report will list both the charge amount and the running totals 168 MONTHLY CHARGES FOR A GIVEN TIME PERIOD E R Q This report will list all of the monthly charges for the time period you specify All the various categories will have a total at the end of the report LIST OF TENANTS WHO MOVED OUT E L H This report will print in unit order including full name custo
137. he top It will display the unit number size Paid to Date last name phone number total owed and what action if any has already been taken You will notice that in the Action column there are abbreviations that stand for the different actions that have been taken DELINQUENT RENTS LIST AUCTION PLANNING F B 1 Similar to the F B report it shows total owed along with last paid dates ACTIONS NEEDED F A This report lists each unit needing a delinquency action In unit order the name paid to date action needed last action amount owed and last paid date are shown Following that are totals of the actions needed and totals of each type of action needed WHEN WILL DELINQUENCY ACTIONS SHOW UP ON THE ACTIONS NEEDED F A REPORT 165 The Actions Needed report shows you what actions need to happen when based on your Delinquency settings The F A report looks like this Report on Delinquent Actions Needed Al QuikStor Security amp Software Since 1967 Van Nuys Compiled on January 22 2010 at 11 56 AM UNIT SIZE NAME PAID TO ACTION NEEDED LASTACT SENTON BALANCE LAST PAID 11 5x5 Calderon 01 0110 FirstLate Charge 76 65 12 29 09 22 10x20 Akopyan 12 01 09 First Late Notice ILC 12 30 2009 325 00 26 10x 10 Levitt 12 01 09 First Late Notice ILC 12 30 2009 209 50 There are 3 action s needed They are broken down as follows 1 First Late Charge ILC 0 Second Late Charge 2LC 0 Third Late Charge ILC 2 First Late
138. hecklist to make sure that you have performed all of the above functions To perform this function go to the File menu on the toolbar and select Final Processing Checklist or click on the Checklist button on the main screen Once selected a window will come up showing you a checklist of the above procedures If you haven t completed all of the sections it will not let you perform Final Processing Even if you are done with all of the steps above it is always a good idea to check your work If you are at this screen and want to check through your work one last time click on the v Return to Main Screen button When you are sure that you have entered all of this information correctly and you are ready to begin working with QuikStor Express go to the Final Processing Checklist window and click on the Perform Final Processing button IMPORTANT NOTE Once you have performed Final Processing you will not be able to use the Data Entry Program again All adjustments from then on will be performed in QuikStor WHAT TO DO AFTER YOU HAVE COMPLETED FINAL PROCESSING WITHIN DATA ENTRY Once you have completed the Data Entry process the rest of the initialization process is very easy The following is what you must do prior to the first night s Overnight Processing 19 1 Go to File gt Site Setup gt Change Site Setup Go through the options in each tab screen and confirm that the settings fit your business model Note that there are four
139. his is the main list of menus for Express Each one of these contains different options you can choose from They range from making payments printing reports amp graphs to setting up your delinquent information 54 Code Name Brandenburg Invalid Code Ramirez Gardner Gardner Ramirez Lee Ramirez Gardner Gardner Gardner Gardner Gardner Gardner Ramirez hi GO 0 GO GO 0 Li Mi M Pi GO 0 Pi Qu Qu Qu PTL 1201 03 1250 33 12 07 10 0101 10 0101 10 12 07 10 0201 10 12 07 10 0101 10 0101 10 0101 10 0101 10 0101 10 0101 10 12 07 10 Date Time 12 03 09 07 55 am 12 03 09 07 54 am 1203 09 07 54 am 1203 09 07 54 am 1203 09 07 54 am 1203 09 07 54 am 1203 09 07 54 am 1203 09 07 53 am 1203 09 07 53 am 1203 09 07 53 am 1203 09 07 53 am 1203 09 07 53 am 1203 09 07 53 am 1203 09 07 53 am 1203 09 07 50 am EP Action Grace Period Invalid Code Tail Out Alarm Close Alarm Open Let Out Let Ini Let Ini Let Out Door Close Door Open Door Close Door Open Let Ini Motion Alarm MANAGER ICONS Each of these icons represents a different function within your Express software that you may use on a day to day basis These all have menu options but are placed here to allow you faster access The buttons are as follows from left to right Browse Vacancy Browse Reserved Browse Move Ins Outs Trial Bank Deposit Facility Notes Waiting List Email if applicable Phone Calls List Onsite List and T
140. hnician LOAD IMAGE If you already have photos stored on your computer which you would like to import into QuickPhoto select the Load Image option You can import the most common photo extensions including jpg gif bmp etc Browse for the photo in your computer select the image file and click Open If all four slots are already taken you may select the photo you want to replace and click the Delete button The program will ask you to confirm removing the existing photo Once removed you may load your new image into the empty slot Deleting a photo from the QuikPhoto module only removes it from Express It does NOT delete the file from the hard drive SAVE TO This option will allow you to save a backup copy of the image on your hard drive or on external media such as a CD or USB device The image will be saved in jpg format PRINT This option will send the image to your printer You will get a preview of the images before printing if you have print preview enabled in your site setup option 5 under the Printing tab EMAIL This will allow you to send an email with the selected photo attached Clicking on the Email button in the Photos tab will open a blank email window with the subject line auto populated with QuikPhoto You can then enter an email address in the TO field as well as text in the body of the email You will then need to access your outbox from Tools gt Email to complete the send process Note that if
141. i QuikPhoto Files wW Restore Non Database Files W Change Site Setup Main Screen Options Site Setup x Cancel To add different items within Express that you want the selected access level to have access to simply click in the checkbox next to the item If you do not want the selected access level to have access to a certain function uncheck the box TIP If you are ona tab such as Reports and you want the user to have access to the entire section or vice versa you can Right Click anywhere within this tab and a menu will appear and you can elther choose to select all items or unselect all items Once you have finished modifying these templates click on the OK button to save the changes and exit click on the Cancel button to exit without saving When you are done editing the users click the Y OK button Choose a Password Welcome to Quikotor Express To activate your user name please choose a password below Your password is VERY important and should not be given to anyone even your supervisor Itmustbe atleasttive characters long Choose a word you won tforget itis recommended that you keep the password all lowercase suggested passwords might be your mothers maiden name or the lastname of a childhood frend Make sure to write your password down ina private place NOTE The password is CASE SENSITIVE so for example abcde and 4BLUEP are two diferent passwords Make
142. i ee E 17 DN Ao PP AP ee 17 SSA 18 DAN o A A II 18 ic A A A 18 A PP 19 Master List Of Tenante 19 Final Processing Checklist nnannannnennnnnnennannorrnsnrnrrnerrnrrrerrnrrrerrnrererrnrerrrrnrernrrsnernrrsrennrrenene 19 What To Do After You Have Completed Final Processing Within Data Entry ooccoo 19 A E EE 21 CA WS E 21 e 21 lg Ce er e O eo O eee ere eee 22 nn E AE E E EE EE O OEEO 24 PMO E 5 E aes 26 Additonal Charge LADS S vecinita 28 Credit Card Procesemg 29 QuikStor Processing Tab Setup cccccccconcccnncccconccnnnncononnnnnnnonnnnnnnnnnnonnnnnnnnnnnnnnnnnnnnnonnnnnnnnnnnns 29 PIGON Pay PNP TaD SOUS serseri innari nne ERE Ra RE ERTEAN OENE 30 o a AEE NEE E A A A 31 CLG CINCY oe UN E 31 AA d E 33 A e 33 DELETE USER escenico dora 34 CHANGE ACCESS FOR THIS USER cvcciooocionmarmasanca tactica ie 34 MODIFY DEFAULT TEMPLATE Scan 34 UAIT SEUD ee a S T A 36 UNT TIPS mo sins 36 ADO geegent 37 ON NUM G eee E topan peroo emplea 37 MOA A eo e 37 How do Delete an existing Unit 37 O PA PP nn 38 MEN SCI acacia 41 Outlook Integration Module Setup na nnnannnannnennennnennoennoennrrnnnrnrnennnsnrnsnrrnrrrsrrrnnrrnnrrnnrrneerennnnn 42 NON Outlook Integration Geiup 43 California Law Late Charge Setup ooccccoccnccocncccccncconnncnncnonnnononnnnonncnnnnnnnnnncnnnnnnnnncnnnnnnnnnncnnnas 44 INVENIOLY AU a ett sete ene ce ei od 45 jc O E N 45 Protile And SOUrCe E UE 46 DEST
143. ict First of the Month Site is not selected then decide if you wish to Force pro rates or Allow partial months payments by checking or un checking those options Setting it to Anniversary will make the tenants Paid To Date thirty days after the anniversary of their Move In date if one month s rent is paid To learn more about changing your site from Anniversary to Strict First of the Month go to page Error Bookmark not defined within this manual Inside of the yellow box you have the option to decide what to do when someone pays future rent You may select to move the Paid to Date forward or to apply the money as a credit for the tenant Above the yellow box you see a checkbox titled Automatically apply credit to Rent during overnights Check this box if you want to automatically apply the credit you selected in the yellow box 26 If you have an access control system integrated to Express such as QuikStor s Guardian system it will be displayed on this tab You can also create and edit lists for your site Use this function to customize unit types source list and profile list As necessary you may add change or remove items from any of the lists below Unit Type List This button allows you to customize or change the description of a Unit Type Some Unit Type descriptions are included by default such as Climate Parking etc If your facility has a Unit Type description that does not fall under a more recognize
144. id not print or if you need a specific bill printed out you can use this function This allows you to print the upcoming bill for a specific tenant This action is done automatically once you make the selection Remember bills do not print automatically for tenants who are delinquent By that point the tenant should be receiving notices not bills 123 Print Notice For Tenant This function will automatically print a notice for the selected tenant Select a tenant from your list by going to Delinquents gt Print Notice for Tenant You will see a window like this Ai Select which Notice that you would like to print Then select the option that fits your situation the best in the yellow box at the SERRE TES bottom of this window Then click on the Print Lien Sale Notice button to print the notice or the Close button to cancel without printing This is also the screen you would use to re print a notice for a tenant As long as you are not applying any charges and are just re printing the notice this procedure will not leave a record in the Last Action field of tenant Print Note lt will only allow you to print a notice if E Cose the selected tenant is delinquent Undo Delinquency Action This function allows you to undo a delinquency action such as late notices charges etc fora selected tenant To use this function select a tenant from your list then on the right hand side of the main screen you will
145. id to Date of this tenant right now You can do this by 1 Select the unit that where you performed the zero dollar move in 2 Right click the unit and select Change Paid To 3 Use the arrows beside the New Paid to Date amount to change to the date that you desire 89 NOTE if you do not allow partial payments or if you are strict first of the month you can only change their Paid To Date in increments of one month Change Paid To Date Tony Gardner Unit 3 Amt Due Mo 76 65 Paid To 21 2010 _ Balance SHOR Moved 11 20 2009 Video Hel ove iM FERE Last Paid On 12 4 2009 GE Last Action Sec Den 25 00 Tenant Motes Help Old Paid To Date 21112010 New Paid To Date Pio ate 27172011 A PEE J Op Den i x Cancel REPRINT LEASE ADDENDUM K Y B This function allows you to reprint a copy of a lease addendum for a tenant Select a tenant from your unit list go to the Tenant menu on the main tool bar and click on Reprint Lease Addendum This will automatically either print directly or bring up a print preview depending on your settings under the printing tab of the Site Setup Section If the page comes up as a preview click on the printer icon and it will automatically print Click on the X to close out and return to the main screen 90 MAKE A PAYMENT This form allows you to receive a payment from a tenant You can receive a preset payment or a different pa
146. ike to Force formatting of Phone Numbers This allows you to have Express automatically insert the dashes within your tenants phone numbers Option 7 requires you to select either that the tenant is delinquent by Days or by Amount Owed This means either the tenants will be made delinquent if they are past their Paid To Date or they will be delinquent if they owe money but their Paid To Date is in the future You set Option 8 by entering the amount of the late charge in the space provided Setting this to O will indicate that there are no late charges for delinquent tenants The Daily Late Charge applies the first day the rent is late and every day after that until the balance is paid Option 9 allows you to auto populate the City State and Zip code of tenants and potential tenants in the move in reservation and waiting list fields You should only check this option if many of your customers come from the same area Option 10 gives you the option to have Pre Lien and Lien notices print automatically on Saturdays if it is scheduled for that day If you are a site that is normally closed on Saturday and are afraid you may miss a notice for a customer this prints out that notice for you instead of you printing it manually as normally done Option 11 allows you to auto populate the Lease Addendum Number With this checked it means that every time that you print out a new lease addendum retroactively a new number in the sequence will h
147. ill not be sent You will have to process the outbox manually When all information is filled out completely click on the Test button This will send an e mail message to the e mail address you entered on this tab When you receive this e mail you will know everything is set up properly I m trying to set my Internet Settings Where do find my info There are a vast number of email clients available including web based email clients such as Google s Gmail and Microsoft s Hotmail As long as your email client uses or has available POP3 and SMTP parameters you will be able to use it with QuikStor Express Please refer to your email providers documentation or support department to obtain these parameters CALIFORNIA LAW LATE CHARGE SETUP This window allows you to quickly and easily set up per unit late charges in accordance with California late charge law as of January 1 2001 To get to this section go to File gt California Law Late Charge Setup Settings for Per Unit Late Fees Select either Percentage or Flat Fee in each price category Then enter a value into the field below Settings for Per Unit Late Fees If no units in your site match the category simply SE leave it at 0 Alternately you can check Use Wi Use maximum amount allowed under California lave maximum amount allowed under California law This will disable the rest of the fields Units Less than or te E Equal to 60 00 For your refere
148. iminate the 5 00 that is owed in l Admin Chi 5 0 Admin Charges you would go to the white area in here E SS as and enter 133 5 00 In the credit screen the dollar amount you enter will be subtracted from the amount listed in the Owed column Add credit charges in as many categories as necessary Click on OK when you are finished Express will require that you enter notes for this transaction Enter whatever you feel is necessary Including your name or initials is a good rule of thumb Click on OK and the credit is complete Post All Rents This function will automatically post all rents in your facility To perform this function go to Delinquents gt Post All Rents It will ask you if you really want to perform this function If so click the OK button You will then have a date range window come up where you can enter the dates that you wish to post for This automatically evaluates all the tenant records checks what payments have been made what payments are due whether there are any late charges etc and then posts this information to update the tenant records This option will have to be used if you have performed the Undo Move Out function on a tenant past the date of when his Paid to Date would be Note Rents are usually posted during overnight processing You should only use this function if you need an individual rent posted or if for some reason it was not done during overnight processing It will onl
149. in 221122010 J Steve Weinstein 1 1 2010 11 Juan Calderon 1 1 2010 q2 Paul Mahoney BT Y2010 13 Paul Brandenburg 2712010 17 Ene Kohspuk T T Holes Mle ber A Clear All Set A R Preview ES Print e HM Hoooooooo PL ok 125 The default label form that this function uses is Avery 5160 Laser Labels When you decide to print this mailing list don t forget to make sure that the label forms have been inserted correctly into the printer before you confirm to print If you wish to make any type of changes to the label sheet or change the size go to Tools gt Word Processing gt Custom Labels Then click the Design button Custom Letter This function allows you to create customized letters to be able to send out to either a single tenant selected tenants or all tenants Start by creating your custom letters To do this go to Tools gt Word Processing Select the Custom Letter by Design template you wish to create edit and then click on the _ button Once you have created and saved your custom letter you will then need to print it out To do this go to Tenant gt Print Custom Letters Labels This will bring up a window like this Processing Custom Letters show Existing Tenants Custom Labels a Custom Letter Print Unit Mame Paid To Email Custom Letter 1 3 Tony Gardner 41 2010 6 April Lee 3412010 T Randy Fountain ef 1 2010 H Steve Weinstein 1 1 2010 11 Juan Calderon 1 1 20
150. in inventory how many are in stock and any notes made in reference to each INVENTORY TRANSACTIONS BY TIME OR ITEM E Y N amp E Y O This report lists all transactions for inventory whether payments or direct changes to the amount of stock on hand You choose the date range for the report The columns of information printed are the transaction date unit number or inventory change tenant s name sales tax and the inventory item QUARTERLY INVENTORY SALES Q I S This report provides you with a quarterly breakdown for the year of all of your inventory sales The information and the quarterly time period is based off of what you select as your start date This report provides you with the starting and ending dates of each quarter the inventory sales sales tax total for that quarter and then on the bottom of the report is a total of the inventory sales for the year INVENTORY ITEMS TOTALED BY ITEM F R E D This report shows a breakdown but item of stock and transaction involving each item It then totals per item Exceptions This category provides a breakdown of exceptions in rent that you may have at your site Below is a list of the various reports and a brief description FREE RENT E R K This report details any free rent provided in date order for a specified time period The report includes the unit tenant name days of free rent and the amount of free rent TENANTS PAYING LESS THAN SCHEDULED E V This
151. ing allows you to walk away when you are done for the day Express will automatically post new rents late charges print bills and certified letters etc all in the middle of the night The following are some of the most popular functions run during Overnight Processing The function overnight processing performs is a backup of your data It then prints a Daily Report E N for the previous day and a Red Locks to Take Off E Y J report Then it processes your units Each unit is checked for among other things rent changes rent to be posted bills and notices to be printed and charges to be applied Auto CC Charges are processed during this step as well as Auto Checking Account Billing Then a Three Available E E and a Red Locks to Put On E Y R report are printed Finally if it is the first of the month and there has been insurance activity in the prior month an Insurance Activity Report E Y K is printed At this point if you are set up to do so in Internet Settings the Outbox is processed Finally there is a message displayed on the screen that looks like this Overnight Progress Processing Day 2 of 2 02 25 02 Processing Unit 1 Overnights were processed successfully Have a Good Day x Close If you do not see the above screen saying that Overnights have processed successfully when you arrive in the morning chances are they didn t Express has protection against the Overnights not completing to acti
152. ing email during your overnight processing or manually through QuikStor Express please contact QuikStor Technical Support Word Processing This window allows you to customize the layout and design of the notices and letters to your tenants by using the word processing program included with QuikStor Express Go to Tools gt Word Processing There will be a list of the various documents within Express that you can edit using this function EDITABLE DOCUMENTS NOTE If you are using QuikStor Express Lite you are only able to edit the Pre Lien and Lien Sale Notices Word Processing Custom Labels 13 Custom Letter FirstLateNotice Former Tenant Receipt E Invoice Lease Addendum Leni aleNotice 13 Linked Units Invoice Non Tenant Receipt NSF Letter 3 PreLienNotice QuikStor Storage Custom Letter Receipt CR E Rent Raise Letter Restore Default Notices Restore ALL Reservation Receipt SecondLateNotice ThirdLateN otice E Transfer Receipt Preview With Existing Tenant H E Custom Letters ay Design E New Edit Name 2 Delete P Close The first time you use this function it may be a good idea to first click on the checkbox next to Restore All and then click the Restore Default Notices button This will confirm that all notices are as they should be Note that you have the ability to do this for an individual notice or letter at any time so no matter what you do t
153. ing overnight processing Use this function if for some reason that did not happen or if you need to have another set of notices printed This will automatically print all delinquency notices for your site that are due that day Note No notices will print if you do not have tenants that were supposed to get a notice that day Apply Cut Lock Advertising Late Charges This window allows you to apply cut lock fees advertising fees or first late charges to specific units Go to Delinquents gt Apply Cut Lock Advertising Late Charges You will then see a window like this Apply Cut Lock Advertising Late Charge on Unit 21 Firet Late Charae Cut Lock Advertising d Apply Selected Charge ff Close Select the type of fee you wish to apply by clicking on it Then click the Y Apply Selected Charge button to apply the charge This automatically applies the charge and exits out of this window Or click on the Close button to exit without applying any charges 132 HOW TO WAIVE OR REMOVE UNWANTED FEES Express will apply fees and charges based on the settings in the Delinquency Setup If you wish to make an exception to this rule doing so is an easy process as detailed below WAIVING FEES If you wish for a tenant to never receive a late fee such as a corporate client for example You will need to first select the tenant from you unit list and go to Tenant gt Change Info Click on the Misc tab at the top of the screen
154. ion to debit your checking savings account A Cancel Click the Swipe Card button if you have a USB card swiper connected to your computer Use it to swipe the credit card and auto populate the card information COMBINED PAYMENT The Combined Payment button allows you to enter partial payments using two or more methods You will still be required to enter Credit Card or Check information if you are receiving payments in these forms Confirm the Amount Remaining to Pay to make sure that it is correct and then click Y OK to complete the Move In process HOW TO DO A 0 MOVE IN There will be times when you want to create a Company Unit or allow someone to move in with no dollars up front The easiest way to do this is to follow the instructions and screens below 1 Select the Vacant Unit that you want to work with 2 Goto the Move In Out menu and select Move In 88 3 Fill in the Information requested on the Tenant Alternate Misc and Auto Billing tabs and then select the Financial tab 4 Click on the Rent Payment button then in the next form click Other Amount Make this amount 0 00 if it isn t already then click OK 5 Confirm that Security Deposit and Setup Fee are set to 0 00 Change these to 0 00 if they are not Move In New Tenant for Unit 1 Tenant Alternate Misc Auto Billing Financial uel S Dep Scheduled Monthly Charges CS Auto ProF ate to
155. iption be Stack Eeer DEE Cylinder Lock C Remove items from selected inventory Large Box Pad Lock Change selected inventory Small Dou C Delete selected inventory Create new inventory Help co Video Help d To enter new inventory click on Create new inventory and then click the Next button Type in the description of the inventory how many items you have in stock the cost for you to get more and then the price at which you sell it When you have entered the requested information click the gt Finish button to save your new inventory Repeat these steps for all of the different inventory items you wish to set up Once you have setup your inventory you can make changes to it by selecting the items you would like to change by checking Change selected inventory and clicking the gt Next button Make your changes in this next window and then click the gt Finish button You can add items to your inventory remove items or delete inventory items completely by selecting the inventory you wish to work with checking the function you wish to use and clicking the Next button Once you are done click the Finish button By default this window is sorted in alphabetical order by Item Description But if you would like this sorted by a different column such as In Stock Cost or Price you can do this by simply clicking on one of these headers Note You can click the _Previous button to return to the m
156. ive 1 GB available hard drive space Monitor set to 800x600 resolution or higher Windows 98 2000 XP Vista or 7 32 bit or 64 bit Windows compatible Printer A connection to the Internet DSL Cable Modem etc o E mail must support MIME encoded attachments o Minimum E mail box storage capacity must be 3 MB or greater DirectX 8 1 or higher Required for QuikPhoto a Remote Desktop Tool such as TeamViewer LogMeln Free online or Symantec s PC Anywhere software host version 9 x or later DOUUWUOOUOD O QuikStor highly recommends the following items to protect your computer a UPS Uninterruptible Power Supply Battery Backup a USB or serial surge suppressor for any gate system connections to the computer RECOMMENDED WINDOWS SETTINGS WHILE RUNNING EXPRESS There are some features in Windows that allow you to save energy if you leave your computer running or save time by automatically running recommended maintenance tools But those same settings can interfere with other processes that run automatically while you are away like the Quikstor Express Overnights If you are running into issues with overnights not completing start by checking the following settings NOTE These settings are recommended due to known conflicts between various aspects of Windows and the overnight process of Quikstor Express QuikStor does not guarantee that changing these settings will not affect aspects of Windows If you have any concerns regarding these
157. kup Site Email Address mystorage storage com The only difference between this setup procedure and the one listed above is that SMTP Server Name smtp gmail com there is now an additional tab named Account Name Gmail Account General to setup your email settings that would otherwise already by in Outlook Iw Mu server requires Password Authentification Fort 25 CR Password Enter in your email parameters that you receive from your Internet Service Provider or email client documentation and enter them on the General tab as indicated in the Use RAS Dialer tel Test screenshot Some ISPs require you to send your username and password with each e mail you send If your ISP requires this put a check in My server requires Password Authentication and fill out the information boxes that appear Iw Log On Using Secure Password Authentication If you use a dialer to connect to the Internet as opposed to a direct connection such as DSL or Cable modems put a checkmark in Use RAS Dialer and select your dialer s name from the drop down list that appears 43 NOTE If you use the RAS Dialer option Express will not allow you to send a database backup during the overnight processing Put a checkmark in the box next to Process Outbox during Overnight If you do not have a check in the Process Outbox during Overnight checkbox in the General tab e mailed reports will be placed in the Outbox but w
158. kup button he Usage Logs Archive Database i Training Database QuikPhoto files this will make the backup very large Information EM zz E cal This confirmation window shows you the path of the backup file Click the OK button to return to the backup screen Click on the Y Backup button again to make an additional backup or click on the Close button to return to your main screen in Express RESTORE Go to File gt Backup Restore gt Restore Non Database Files You will see a window similar to this Restore Non Database File from Back Up Please choose the Back Up you would like to restore trom File Name H Date Time 805 FilesBackup_01 04 10 2ip 14 2010 4 40 40 five Choose the backup that you wish to restore and click on the Y Restore button Depending on which non database files were backed up this will overwrite your existing files You will get a confirmation screen like this after you click the Restore button Confirm Zem You chose to restore a Back Up dated 1 4 2010 4 40 40 PM This will overwrite your current data Do you wish to continue WE E _ eS E TE gt Eoo Eo g Click on the Yes button to confirm the restoration of the non database files or click No to go back to the previous screen without restoring Once you are done with this click on the Close button to return to the main screen in Express 138 Overnight Processing QuikStor Express s Overnight Process
159. l through the list and select the variable you wish to insert and then click the OK button This will then take you back to the Expression Builder window Variables must be entered individually Once you are done click on the OK button and you will be back at the Text Editor window and you will now e see your variable listed If that is the only change you wish to make click on the button to return to the document 149 At this point it would be a good idea to make sure that the Variable that you chose to insert into this document works the way you want it to Click the Print Preview button d i for a preview of the document on the screen and you will see if this is how you want it to work If it is save the changes and exit back to your main screen of Express If not go back through the above steps to find the variable that you wish to use PVE JUST CUSTOMIZED A DOCUMENT IN WORD PROCESSING AND NOW IT WON T PRINT Word Processing in Express is a powerful feature but it is also very easy to make a mistake The most common mistake and the one that will prevent the letter or notice from printing is misuse of variables To Express a variable is anything enclosed by brackets For example if had a variable called rent would include it in my report as did in this sentence Variables must be defined in such a way that Express knows what they are This means that the program must know what the variable refers to in the so
160. ld go to the white area in here RS SR ES oe cee and enter 5 00 In the credit screen the dollar amount you enter will be subtracted from the amount listed in the Owed column Add credit charges in as many categories as necessary Click on OK when you are finished Express will require that you enter notes for this transaction Enter whatever you feel is necessary Including your name or initials is a good rule of thumb Click on OK and the credit is complete 110 USING CREDIT FOR A PAYMENT To use a credit for a payment select what you wish to pay from the payment screen One month different payment etc and then enter a checkbox in the yellow line that looks like this Express will automatically calculate the amount of credit to use as well as remaining balance Credit can ONLY be applied to the category of Rent Any other categories you wish to pay for in the Payment screen will require another form of payment Raise Lower Rents This feature is located under the Tools menu on the toolbar It is designed to allow you to change your rents quickly and easily You may raise or lower the rent for individual units all units of a specified type or change the scheduled rate for a type without affecting the rent for currently occupied units Raise Lower Rents RAISE LOWER RENTS This menu i designed to allow you to change your rente quickly and easily Choose the option you need below After it finishes you may repeat th
161. le to make a payment in the next window Once you are finished with your payment you will be back at the main screen of QuikStor Express If at any time you wish to cancel any of the actions you may either click on the Cancel button within the payment option screen or on the Close button on the Former Tenant window REPRINT RECEIPT This option allows you to view the full transaction history of your facility view individual transactions and reprint receipts from these transactions Go to Payment gt Reprint Receipt This window shows you all of the transactions that have been made You can reprint the receipt for one of these transactions or view it in a more detailed format To see more detail on an individual transaction click on the record to highlight it and click the A View button or double click on the transaction When you have finished viewing this transaction click the Y OK button To reprint receipts for payments click the Reprint Receipt button This button will not appear unless the transaction is a payment or another transaction which produced a receipt Finally you may perform either of the actions above by right clicking the transaction and selecting View Transaction or Reprint Receipt where applicable To exit this window click the Close button REPRINT ALL RECEIPTS FOR A DATE RANGE This function is used to reprint all payment receipts for a specified date range Go to Payment gt Reprint all Rec
162. lets you select how many days before the Paid To Date you would like your tenants Bills printed Setting this to 0 will make them print on the PTD You may click to check or uncheck options 3 to 13 to decide whether to preview reports before printing print the bills during overnight processing etc Also there is an option 7 available to allow you to disable the gray shading on the reports that are printed from QSX This makes it easier to be faxed to either home offices tenants or to QuikStor Support You also now have the option to disable any of the overnight reports from printing On the Right hand side of this window you will see a list of all of the overnight reports By default they are all checked except for the E N 1 Occupancy and Collection Report by Unit Type and E Y H Damaged Reserved Units Simply check those reports you wish to print during Overnight Processing 23 TECHNICAL This tab allows you to enter the technical details about your site This includes specific information about how your site handles certain tenant and unit issues Change Site Setup Site Printing Technical Additional Additional Charge Labels QuikStor Processing He z le 1 Minutes after midnight to start overnight processing Days considered Future Rent inthe Collection Deposit E Q report te Video Help 2 Put On REO LOCKS after this many days a ei d Days after partial payment before printing another Delinquency N
163. lling M Lease Company QuikStor Security amp Software E mail sales quikstor com Cell Phone Work Phone 818 9272 2000 AE Fax 818 501 5785 A Individual Late Fee 0_00 Key Codes GENERAL TENANT INFORMATION This section provides a snapshot of the selected unit s tenant information The General tab provides you with Personal Info and Financial Info Under the Financial Info section there are multiple boxes such as Last Paid Balance etc that you can click on to get even more detailed information on the tenant s MISCELLANEOUS TAB This section provides you with information about the unit itself as well as miscellaneous information about the tenant This is also where you will find the Key Codes button that gate codes if applicable 96 Alternate Info Name Tony Gardner Address 6613 Valjean Ave City Wan Nuys state CA Ap 91046 Home Phone 818 922 2000 Others Allowed Access Sean Cargo Custom Fields Vehicle License E QUIKS TORI ALTERNATE TENANT INFORMATION This section shows a quick view of the selected tenant s alternate information if applicable This is also where any custom fields that vou have created will be disolaved 1 1 na ideo Help Help Die F 8 Gen Misc Alt Map Photo ME WE Se Flood Zoom E 7 1 Site Size 500 zi ES E m MAP TAB This tab will display a digital layout of your facility if you have purchased the QuikMap m
164. llowing that will be a total of all the currently held security deposits LENGTH OF OCCUPANCY L O C Similar to the E L G report this provides a summary of your occupancy duration with further categorization for given months WAITING LIST W L R This report provides a list of customers who are currently waiting for a unit of a certain size to become vacant In addition to the person s name this report will also list their home phone 172 number work phone date they came in date they need the unit by and the minimum amp maximum sizes they will rent PHONE CALL LIST E F H This report will print the current list in the Phone Calls list menu SITE NOTES FROM CALENDAR S N C This report will print any notes that you have entered into the calendar as well as any debits credits paid to changes or voided payments during that time USER SETUP REPORT U S R You can select a specific user or group from the list and then preview or print all of the user settings for them L Print User Setup Report metia UserfTemplate Mame Allison Custom Assistant Manager Template District District Manager District Manager Template Guest Template Manager Template TonyG Owner owner Chwner O O O O O O O A Preview Print Monthly Charges This category contains all of the reports dealing with the monthly charges acquired for your site INSURANCE ACTIVITY REPORT E Y K This report is only used if you collect in
165. make the first two units current and have the third unit make a payment of 10 25 25 10 60 or you could keep all three units delinquent with a 20 payment on each unit 20x3 60 It s entirely up to you The downside to both of these processes is that if there is an NSF on this check you will need to NSF all payments individually and not apply the NSF fee for all but one of the instances or credit the NSF fees that shouldn t have been applied FORMER TENANT PAYMENT This feature allows you to accept a payment for a tenant that has moved out with a remaining balance This can be from an auction lien or any number of reasons To get to this window go to Payment gt Former Tenant Payment You will see a screen similar to this e Browse Former Tenants Search In Field UNIT e dh Find 4 Find Next UNIT MOVE OUT DATE ATE PA 1 12 24 2009 Bell 2172010 122422009 4 11 23 2009 Cargo 17172010 ig 4 I Undo Move Out de Payment SCH Transactions dn Vacating Report FL Close TIP You can also get to this window by going to the Browse Data menu on the top toolbar and selecting Former Tenants Scroll through and select the tenant you wish to work with If you want to sort this window a specific way click on the bar that you wish to sort it by such as UNIT LAST NAME etc Once you have selected the 97 Payment former tenant that you wish to make a payment for click on the icon You will then be ab
166. making payments directly in Express while not storing any credit card information in the software On this tab you will enter in the Payment URL for the payment server where you payments will be made When you create your merchant account with Storage Rent Payment they will provide QuikStor with the URL and parameters to setup this tab for you You will also be able to set how many days after a Paid To Date you want to process credit cards on auto billing or if you would like to use a Proxy Server PLUG N PAY PNP TAB SETUP This tab allows you to set up all of your PNP settings in Express Change Site Setup Printing Technical Additional Plug n Pay Additional Charge Labels Help This function allows you to Process Credit Cards and Yerfy Checks during a payment It also allows you to automatically debit a tenant s Credit Card or Checking Account for one month s rent during Overnight Processing eg ideo Help Ir none of the fields on this screen are editable then you haven t purchased this functionality fom QuikStor To purchase Integration for QuikStor Express contact the QuikStor sales deparment at 800 321 1987 To make this function work properly fill out all the fields below using the instructions to the right Also be aware that this function requires that the the Internet Setup be completed That screen can be accessed through File Internet Setup DUR Pe Pet Pet Pat at Pet et at Pet Det et dolo Det fe De Be dedo E
167. mer number date moved out date moved in number of days occupied and the balance owed LIST OF ALL TENANTS WHO HAVE PREPAID E Y Q This report lists each tenant who has paid rent beyond the current month Printed on this report are the unit number tenant s name paid to date and how much rent was paid for the next four months and beyond LIST OF ALL TENANTS WHO HAVE PREPAID ACTUAL E Y Q 3 This report is only available for sites that are setup as Strict First of the Month This report lists each tenant who has paid rent beyond the current month This shows the actual rent amount that they are ahead Printed on this report are the unit number tenant s name paid to date and how much rent was paid for the next four months and beyond At the bottom it provides a total for each column and then a grand total of prepaid rent LINKED UNITS E Y P This report lists all of the linked units in your system You may have linked units because you have rented more than one unit to the same tenant Displayed on this report are the unit number tenant s last name and which units are linked TENANTS GETTING A RENT CHANGE E L P This report will show all upcoming monthly rent changes by unit number or last name Columns included are unit number unit type last name paid to date rent raise date current monthly rent new monthly rent effective on the rent raise date and the change in rent the difference between the current and new rent T
168. more information about the tenant is beneficial to the site and will make reports more useful Also this tab contains a number of important administrative tools such as gate key codes and invoicing details Also on this page you can set a tenant s profile This will determine what the profile of the tenant or business that is moving in is and if they are Tax Exempt This tab also allows you to set the Billing Frequency for the selected tenant By default it is set for 1 month but you can set it for any number of months up to 12 months AUTOMATIC BILLING DETAILS This tab allows you to set up Automatic Credit Card or Checking Account billing for this tenant Start by entering in the billing information for the tenant If this information is the same as the information entered in the tenant tab you can click on the Tenant Information button to auto populate these fields Change Tenant Info for Unit 1 on Alternate Misc Auto Billing QuikPhoto ue Ser This form is used for Auto Credit Card Billing and or Auto Checking Piso Account Billing All fields labeled BLUE must be filled in Video Help BILLING ADDRESS Insert Tenant Information Last Name First Name Bell Greg Address 1212 Main Street City state AP Marina Del Rey ca 92341 BANK INFORMATION Routing Number Account Number re Checking Account LR E 8 C Savings Account AUTO PROCESSING F Auto Credit Card Billing Auto ae Acc
169. multiple backups in the Outbox Tools gt E mail gt Outbox e lf there are quite a few in here this would show that there has been a problem sending backups for a longer period of time than just the one day o One reason for this could be the email server you are sending these backups to is full i e if you have a large backup 2 or 3 days of backups without the person you are sending it to checking their e mail and downloading their messages will fill their mailbox s allotment preventing you from sending anything until this is done You can click the Purge Current List button to clear all pending emails and start again if you wish o Conversely your Internet Service Provider ISP may not allow large files to be attached to outgoing emails Contact your ISP to verify if you think this might be the case If it is you will have to either reconsider the importance of emailing data backups or consider changing Internet providers 4 Is the tenant s information correctly configured to send e mail Tenant gt Change Info e lf the problem you are having is with sending bills etc to a specific tenant and other tenants are processing correctly then it could be that their email and email information are not set 146 up correctly Verify their email address is entered in their Tenant Tab and that their Destination Options are set email If after going through all of the above procedures you still are experiencing problems with send
170. n if you have a TT ce USB card swiper connected to your computer erzonal Information i Use it to swipe the credit card and auto First Name Greg populate the card information Last Name Bell 1 ess Information O COMBINED PAYMENT The Combined Payment button allows you to enter partial payments using two or more methods You will still be required to enter State CA Country US Credit Card or Check information if you are Zip 91232 receiving payments in these forms Confirm the Amount Remaining to Pay to UK Cancel _ Cora make sure that it is correct and then click Y OK to complete the Move In process Street 11222 Main Street City Marina Del Rey EMAILING RECEIPTS If you have completed the Internet Setup of QuikStor Express then also on this window you will have the ability to enter in an email address where the tenant would like the receipt for this payment sent to This goes for any type of payment that you make Simply enter in the email address and when you are done it will place a copy of the email in your QuikStor Outbox or Outlook if you have the Outlook Integration module to be processed automatically during the overnights if applicable or for you to manually send Check the amount to make sure that it is correct and then click the Y OK button to confirm HOW TO GIVE FREE RENT TO EXISTING TENANTS There are two ways to process payments that have free rent in Express For example pay for X
171. nant moves out of the specified type of unit and a new tenant moves in the new tenant will be charged the raised lowered amount Begin by making sure you have selected the correct unit type and that the information about that type is correct Enter a new rent into the field next to What Raise Lower the SCHEDULED RENT but not Existing Tenants should the new rent be You can use the Information for Unit Type 3 etic 1 ni ernst Gu 4 suggested amounts on the lower right side of Width 10 DoorType Rollup Sec Dep 25 00 the window as a guide When you have Height 10 In Out Inside entered the new rent press the tab key on your keyboard to set the new amount Units ofthis Type Of thase bh are vacant Scheduled Rent 125 00 When you have made the changes and are certain all of the information is correct Below are some possible What should the new rent be 116 values forthe rent raise click the Y OK button to make the change New Rent Tax 6 50 10 Decrease 112 50 10 Increase 137 50 ou are lowering this type srentby 10 00 20 Increase 150 00 25 Increase 156 25 This option raises the SCHEDULED RENT for a type but leaves existing tenants alone Yacant 33 Increase 166 63 units will be moved in at the new higher rate 50 Increase 187 50 Help M Cancel CHANGE SCHEDULED RENT BY PERCENTAGE This function raises or lowers the rent by a given percentage but leaves the existing ten
172. nce the maximum allowable 1 00 0 00 oF ye i l i amounts for late charges on a given unit are as follows Units Greater than C Pacen e Rent 60 month or under 10 00 Maximum 60 00 but Less than 100 00 Mira i oe SUAN Rent between 60 and 100 month 15 00 Maximum a eaae Sate es Rent 100 month and over Maximum 20 00 or or Equal to 15 of Rent whichever is greater 100 00 ECH Round down percentage value to nearest dollar There is also a checkbox for the option to be able to always round down This option allows you to w Automatically update Late Charge during rent changes have Express autom atically round down if you are using the percentage section for the above Hel SA Seve tent columns and the amount it going to have a SSC XK Conca elongated number in the cents field Important Note Using a percentage here does not mean that your units will update automatically during a rent change Check the Automatically Update Late Charge During Rent Changes box at the bottom of the tab to have the program re calculate the late charge percentage upon rent changes 44 When you have set the charges for this window click Y Save amp Exit to finish Inventory Setup This section allows you to set up an inventory of items available for purchase at your facility aside from the units themselves To get to this window go to File gt Inventory Setup You will see a window like this Inventory Setup Item Descr
173. nce you have the waiting list open it will show you all of the people who you have on the waiting list for your facility as well as information about the future tenant and information about the type of unit they are waiting for You can add edit or delete people from the waiting list at any time 141 PHONE CALLS The Phone Calls menu will simplify the process of keeping track of potential customers that call your facility This will provide you an easy method of following up later This function can be accessed not only from the Browse Data menu but from the main screen of Express by clicking on this icon When you access the Phone Calls window you will see a screen similar to this Phone Calls e ed 1 5 2010 10 36 09 Ab Ze Edit Pale Call Received 5f2010 1 M Last Name First Mame NAME Largo Sear 1 5 2070 10 36 09 AM Phone DUU 27 1987 How did they hear about us Internet Wd Length Need Br 10 A 20 2 2 2010 EN Notes Follow up on 2 1 10 Weer owner Move To Waiting List When a new call comes in click the Add button and enter the person s information during the call You can always edit or delete the information later using the Edit and Delete buttons Move To Waiting List You can click the button at any time to transfer the person to your waiting list 142 TABLES SNAPSHOT This is a handy feature that allows you to browse the data directly in the most common data tables in
174. ncel will close the window WITHOUT saving 48 Activating Optional Modules in Express QSX Standard QuikStor Express Professional Edition comes with all of the options listed below However you can add any of these modules to QuikStor Express Standard Edition These options enhance how you run you business by adding features such credit card processing tenant photos etc Below you will find a more comprehensive list of the available modules Here is a list of some of these different options and the pages in this manual that go into more detail in explaining what they do QUIKPAY A Z VISA Online credit card processing The fastest and easiest way to charge credit cards or perform ACH transactions directly through Express Fully PCI Compliant your credit card information is 100 secure QuikStor Processing provides the lowest flat rate credit card rates in the industry Integration with Plug n Pay s payment gateway allows you to use YOUR merchant processor bank of choice Automatic credit card processing makes monthly payments a breeze Save time and human error by automatically reading tenant information from their Driver License during a move in Uses the same credit card desktop card reader Click here to read more about the features of QuikPay in this manual EXPORT TO QUICKBOOKS QuickBooks integration QuikStor s integration with QuickBooks accounting software Allows you to assign QuikStor s t
175. ncials and personal information for this unit tenant Click Next and you will see a screen that looks like this Move OQutfor Tenant Unit 12 Paul Mahoney Unit 12 E Here you can collect any outstanding Amt Due Mo 76 65 Paid To 3 1 2010 balance and refund rent or Monthly oa 0 00 e Charges for a certain amount of days Moved In 11 20 2009 Video Help Confirm that the Collect Outstanding Last Paid On 12 20 2003 An Ge WEE balance box is checked The amount MEET should be the amount of days from Tenant Notes today s date up until your next paid to date Note that if there is a refund ME to be given this option will be grayed E out as in the example given Refund Rent and Monthly Charges for 61 kg days M Refund Security Deposit 25 00 If you want to Pro Rate or charge the Collect Other Placed in Admin category vacating tenant a different amount Befund Other than the full outstanding balance you EE would use one of the two methods given below Total amount to collect 000 1 The first method allows you Vacating Report of Print 1 le Preview None e Previous to simply enter in the number of days that you want to Receipt e Print ai Copy Preview 6 None Y Move Out x Cancel refund the vacating tenant by entering a check mark here kg Refund Rent and Monthly Charges for 14 A days 411 567 116 Then scroll through and set the number of days you would like to take off of the Outst
176. nctions may require you to selecta tenant or unit from your list and clicking the General Miscellaneous and Alternate tabs above the unit information window on the main screen fa QUIKTIP You can perform most of the functions in this section by right clicking on a space from your Unit Tenant List 79 QUIKINFO PLUS CTRL F9 The original QuikInfo utility that allowed a user to view tenant information while working with another tenant s record has been updated to allow complete control and modification of a second tenant s record while working with another tenant This is a great feature if the manager is in the middle of a move in when someone calls to make a payment on a different unit To start QuikInfo Plus simply use the hot keys on your keyboard by holding the CTRL key while pressing the F9 key A second instance of Express will pop up with a different color scheme similar to the screenshot below etc x 1 VACANT 4 26 2010 13 Den Hisc Alt Map 3 Bell Greg Personal Info 4 Gardner Allison Last VACANT 4 26 2010 5 Gardner Tony First 6 Lee April Addr 7 Gardner Tony Addl 8 Fountain Randy City 3 Weinstei Steve State 10 VACANT E Hm Ph 11 Calderon Juan a 12 Mahoney Paul 13 Brandenburg Paul Financial Info A E more Chris Rent 73 00 Paid To n a ja Sarte Manny SecDep 25 00 Lap n a 17 Kolisnyk Eric Amt Due Mo 77 38 Moved In n a 18 VACANT 4 22 2010 a 0 00 Exp Move
177. ney paid towards the original reservation you will get a window similar to this 81 Refund Reservation Payment Made Reservation Refund Rent 50 00 Payment for Rent 50 00 Security Deposit 25 00 Payment for Sec Dep 25 00 Setup Fee 15 00 Payment for Setup Fee 15 00 Reservation Refund Receipt C Print l 1 op E Preview e None Refund E x Ho Refund If this information is accurate and you wish to refund the amount indicated click on the Refund button to finish or if you do not wish to give this person a refund click on the No Refund button to finish this without refunding money EI After this is done you may get a window asking if you wish to return this person to the Waiting List Click the Yes button to do so or No to go back to the main screen without adding them to the Waiting List 82 MOVE IN This section walks you through the process of moving a new tenant into Express As with many features in Express there are several methods to achieve the same action Below is the most common method for processing a move in IMPORTANT NOTE When you are going through the Move In process pay careful attention to each tab Any items that are in RED are required fields and must have information entered into them To start the move in process click on a vacant unit the Move In icon above the information pane on the lower right The move in form will then appear Move In New Tenant for Unit
178. nits at your site including emailing and printing of bills and notices To get to this window go to File gt Destinations Setup You will then see a screen that looks similar to this Destinations Setup e Choose Filter All Set Unset SetUnget SetUnset Set Unset Set Unset SetUnzet ea Last Name First Name Print Bill Email Bill Print Notice Email Notice Print Receipt Email Receipt p VACANT F S F VACANT d A Gardner Tory A VACANT 114232009 D VACANT E H 8 Lee April Fountain Randy VACANT Weinstein Steve VACANT Calderon Juan Mahoney Paul Brandenburg Paul RA AAA A AAA ARA ZE RY RY PY A RA AAA AAA ARA This window allows you to setup tenants to have bill amp notices either set to print or email when created or have them set to do both In this window you can choose a filter to set all units per that filter or go through individually and set specific tenants SETTING BY FILTER To set all units by a specified filter use the the drop down menu on the upper left of this window You may choose All Vacant or Occupied Once you have selected the filter click on the Set Unset button at the top of the column you wish to work with SETTING BY INDIVIDUAL Seiting individual units for one or more of the options is a simple process Find the unit you wish to modify and then click on the checkbox within the column you want to set or unset 47 Once you hav
179. nnnererrsnrnnrrsrrnerrenene 93 How To Make A Different Payment With Credt 94 ENKET H lgl e PPP sates aensadew aun meaenanueneasenbsaaanans 95 The amount on the check is more than the amount ower 96 The amount on the check is less than the amount I M owed 97 FO Mer enana MN ds 97 Kegel GE 98 Reprint All Receipts For A Date Range EG 98 Tana A E E A 98 Delinquent Tenant Transtornos aaa dc 99 Undo AA o dl od 100 How Are The Tenants Transfer Numbers CGalculated 100 Bi Li Lal a PARA CS CREO E 101 M MDNIV CRARGCS o tetas 102 Applying a Monthly Charge during a Move jn 102 Applying a Monthly Charge for an existing Ienamt 103 RENT TA EE 103 Apply Rent Tax to Certain Unit Types cccocccccccncccccnccccnccnnnnonncnncnnnnonnrnnonnnnonnnnnnnnnononcncnnnnnnnncnnnos 104 Apply Rent Tax el id leie Re En EE 105 APDIY Rent Tax to anexISUNG TEN E E 105 A A O me mene nr eee 106 Adding insurance to existing tenants aicn a a a ei 107 Adding insurance during A moyen 107 Generating a report of all insurance premiums Collecte 107 surance S AlWaySir He KA EEN 108 ue ele ae ue 108 Printing Pre A Cancel Insurance Notifications 0 nnnannnennnennnennnennnennnnnnnnnrrnnrrnnrrorrrrerereneenne 108 Tenant DeD CROC soiree as E es O eno oo eae tetas 108 How To Apply Credits amp DDIS oruot aa a aa a EO UA 109 BEE 109 CR RE 110 USING GREDIT FORA PAYMEN asusin id 111 Rase LoOWer Rei ion ado o do ao anal 111 Gunem Tenante EEN 111 Baler EE 1
180. nt Rent Rent Checking v i Save amp Exit Cash and Check Payee Rent 1 Credit Card Payee Rental Card RW Canos W Export Only Bank Deposits Exporting File Path C Program Files Intuit QuickBooks Pros To add a charge label enter it in the first free field in the appropriate column The Additional Monthly Charges section is used to assign names to additional monthly recurring charges that you may wish to assess a tenant Example You might charge a monthly fee for electricity used You will assign a dollar amount during the actual Move In process or when you add the charge to his her recurring bill You will be able to apply actual dollar amounts to these categories during Move In by clicking the Monthly Charges button in the Financial Tab Additional Income Account Category Labels are used to assign a name to any one time charges you may wish to assess Example You might need to charge a tenant a fee to repair damage done to the unit or the site You will be able to apply actual dollar amounts to these categories during Move In by clicking the Miscellaneous button in the Financial tab or by clicking Make A Different Payment in the payment window and entering the amount in the appropriate field There are three fields that you can enter as custom fields These fields allow you to customize information you want the manager to enter for each tenant move in
181. nt is 49 and their initial Paid To Date PTD is May 1 The setup fee was 5 and the security deposit was 15 He paid using a check Here is the receipt NSF Jones received that day Before this payment your rent was due on Tuesday March 12 2002 DETAIL ON YOUR PAYMENT Rent Admin Fees security Deposit Total Payment Payment made by CHECK 54320423 drawn on Bank 62 Your next rent is due on Wednesday May 1 2002 A late charge of 10 00 is Imposed if you are 10 days late Later the bank discovered that the check bounced You issue an NSF Jones and the receipt prints out looking like this This is a very important letter so please read it carefully The last check we received from you 464325423 for 69 00 has been returned to us We have subtracted this amount fram your account and you are now paid up to March 12 2002 The most critical and IMPORTANT thing is that this must be cleared Up IMMEDIATELY Qur records show that you have an outstanding balance as follows Rent Admin Fees Balance At first glance it seems that all you are asking the tenant to do is pay 35 when he originally paid 69 Some might say this looks as if the site is losing money But if you will notice Jones PTD is now back to March 12 If you delve further into his account you will see that his Security Deposit is now zero If he pays 120 only the outstanding balance which you would process with Outstanding Balance in the Payme
182. nt screen rather than Make a Different payment which at this point is really all he owes his receipt will look like this Before this payment your rent was due on Tuesday March 12 2002 DETAIL ON YOUR PAYMENT Rent 30 00 Admin Fees 5 00 Total Payment This payment was made in CASH Your next rentis due on Friday April 12 2002 A late charge of 70 00 Is imposed if you are 10 days late Notice that the new PTD is now April 12 and the security deposit is still zero If this tenant wanted to move their PTD to May 1 as it was when they first moved in they would have to pay the difference for those 19 days or 19 Also to fill the Security Deposit again they will need to pay the fee of 15 19 15 34 which is the difference between what they originally paid and what they are paying now If however Jones were to pay the full amount he originally paid and correctly distributed in Make a Different Payment the new receipt would look like this Before this payment your rent was due on Tuesday March 12 2002 DETAIL ON YOUR PAYMENT Rent 49 00 Admin Fees 5 00 security Deposit 15 00 Total Payment This payment was made in CASH Your next rent is due on Wednesday May 1 2002 A late charge of 10 00 ts Imposed if you are 10 days late Notice that the PTD is as it was and all the fees are correctly distributed If your site charges an NSF fee it basically gets added on with all the rest of t
183. nt units amount of vacant rent amount of vacant square feet and the total receivables for the current month 159 O O 000 PERCENTAGE OF INCOME BY CASH CHECK AND CARDS E R F Shows the percentage of collections by cash check or credit card It may be printed for any date range Included is the number of transactions the amount by category and the percentage by category COLLECTIONS SINCE THE FIRST E R G This report calculates the total number of payments and amount of money collected since the first of the current month The information is categorized into the number of payments and dollar amount for each payment type cash check and credit card REVENUES COLLECTED PER UNIT E R I This report will calculate in unit order the total revenues taken in on each unit for a given time period It will display the tenant s name their current balance their Paid to Date and the total revenues NON TENANT INCOME N T I This report will show all non tenant purchases during a given time period It will separate out the payment method for the transaction transaction date and sales tax paid REMOTE PAYMENT REPORT P O E This report shows any payments made away from the site This includes payments made online via eCommerce SmartClient payments made from the home office and Call Center payments Credit Card Checking Account This section is where you will find reports concerning credit card and checking account usage at yo
184. ntage plus a further breakdown of personal and business tenants This breakdown shows a percentage based on total distance in the following increments less than one mile one to three miles three to five miles five to ten miles ten to twenty miles over twenty miless and Out of State DEMOGRAPHICS REPORT T D R This report gives you a breakdown of all of the units and the demographics of where your revenue is coming in This report is sorted by Unit number and has columns for Source Profile Sex Miles From Site Zip Code Length of Stay Months and if they are a Truck Customer if applicable NOTE All of these reports and graphs can be saved in PDF format printed emailed or emailed easily to QuikStor Technical Support 154 Chapter Seven Reports REPORT OPTIONS The key to any successful management software is accurately and easily showing the owner or manager the data they need There are literally hundreds of reports in Express that have been designed from a storage owner s perspective to provide the information you need in a clean and easy to understand format Before we get into the details of the report section let s familiarize ourselves with some of the more common screens and functions that you will be using while working with reports Date Range DATE RANGE SELECTION Start Date 012010 1 End Date 0115 2010 l Y Conca mes Depending on the report type you will often need to select a date
185. nterclockwise ch ab Rotate Unit Right when in editing mode this button allows you to rotate a selected unit to the right Clockwise Dese eran Jl Site Size 500 zl x 500 o o MERA A 4147 Site Dimensions this box allows you to input the dimensions of your site layout Now that you have learned what each of the tools do let s use them Start off by clicking on the E een Switch to Edit Mode Tool to begin Once in Edit mode simply selecting a unit from your unit list by clicking down and holding the left mouse button and then drag it into the QuikMap layout To place the unit let go of the mouse click and the unit is placed If you wish to move it again click and hold the unit and drag it to the new location Continue doing this with each unit from your Unit list to build your entire site layout plan Depending on your ch site s layout you may use the de Rotate Unit Left amp k Rotate Unit Right buttons to angle the units to best match your site layout If for some reason you place a unit and dont like where it is or have placed it in the El wrong position you can delete it by clicking on the Delete Selected Unit button This action only removes it from the QuikMap layout not from Express By default the QuikMap is zoomed at 100 If you want to either zoom in or out making the QuikMap view Orr 100 either larger or smaller click on the view to be at L down arrow an
186. number occupied the number vacant and what percentage of that type is vacant 162 VACANCY LIST E C AND E D This lists the vacant units individually in order by size E C or by unit E D depending on which sort option you choose It shows the unit number size type monthly rent date vacated days vacant height floor inside or outside and door type VACANCY LIST WITH NOTES E C N This report shows all vacant units as well as any manager notes entered THREE AVAILABLE E E Rather than look up the available units in various sizes several times throughout the day you could choose this report which will show you up to three vacant units from each type all at the same time If there are only one or two units available in a particular size then that s all the report will show And if there are no units available in a particular size then you won t see any listing for that size The first column shows you the unit size followed by the type monthly rent pro rated rent the unit numbers available floor door type and whether the units are inside or outside TENANTS WHO HAVE VACATED E F C This shows tenants who have vacated and any monies still owed In unit order the report lists the unit full name of tenant move in date move out date security deposit and their balance upon vacating At the end of the report are the number of vacancies the number of vacancies with balance due and the total amount owed TENANTS
187. o any given document there is no amount of damage that would make it so far gone as to be completely irreparable Click on the document you wish to edit then on the Design button at the bottom left 147 What you now see is the document format Anything in brackets is a variable Anywhere you see text is editable 2 Text editor Double click on the white box of the section you E SS f wish to edit This will bring up a text editor that SS A x will allow you to add change delete text and Long Date A variables In the upper right area of the text Facility Mame o editor are an X and a check mark among other Facility Address icons Hold your mouse over each icon to see what they represent but be aware that the X exits the text editor without making changes and the check mark exits the text editor and applies whatever changes were made begir end If you need to expand a text block you can do so from the document format screen by first selecting the text block single click on it then click amp hold while any of the black squares on the outer edge of the text box Drag the box to its new location causing the box to expand or shrink If you wish to delete an entire text block select it single click and press the delete key on your keyboard If you wish to add a text block dz click on the icon on the left side of the screen if you hold your mouse over it it will read Insert Rich Text Object
188. o check if tenants have been scheduled for an Expected Move Out or not This reported is explained below Expected Move Outs Report E F G This Report can be found by going to Reports gt Vacancy Occupancy and selecting the Expected Move Outs Report This report lists current tenants who have given notice that they are vacating Information includes date of Move Out unit name Paid To Date size balance and security deposit 115 Move Out This form will allow you to vacate a unit when a tenant moves out You can also make any collections refunds necessary to close the tenant s account To get to this window select a tenant from your list go to the Move In Out menu on the toolbar and select Move Out On the first screen check the details to make sure this is the correct tenant to move out and then click the Next button Fill in the details required including the reason for moving and the refunds or collections required for this Move Out There is a running total near the bottom of the window Once all data has been entered click the Move Out button A dialogue box will open asking you to confirm any collection refund Confirm this amount by clicking Yes HOW TO PRO RATE A MOVE OUT In certain cases at your site you may need to Pro Rate or charge a different amount when a tenant vacates a unit On the main toolbar go to Move In Out gt Move Qut The first screen that comes up gives you a snapshot of the fina
189. o specifies any payment made that is applied to specific categories other than rent A purchase of inventory or other charges by someone other than a tenant at your site Term for all delinquency notices Billing invoices are not considered to be notices Group of charges consisting of certified delinguency NSF and manually added Automatic daily procedure run by QuikStor Express that processes maintenance routines program functions and updates data records This is the date that a tenant s rent is next due The important thing to note is that the tenant has not yet paid for their paid to date Meaning if someone is paid to 12 1 10 they have not yet paid for 12 1 so they must pay for 12 1 when they come in This is the key difference between a Paid to Date and a Paid Through Date Implies payments made by tenants at your site towards their amount due that is not the entire amount of the outstanding balance A site that accepts partial month s payments New tenants may or may not be pro rated to the 1 of the month Included with the QuikPay credit card module allowing delinquent tenants to pay their outstanding balance at the entry gate keypad using their credit card QuikStor Access System Only Security identification specifying which menu options are accessible for a program user Add on module allowing instant processing of credit card payments Tenants 181 Receipt Recurring Red Lock Restore Schedule
190. odule or have Express Professional This tab provides a quick visual snapshot of your facility with each color representing a different status 57 ideo Help Help Gen Misc Alt Map Photo _ 1 d SS Email A New Image a L ou can type a description for the selected Image in the space provided bellow The boat dock at the marina Sch BIR 4 Practice Tasks X Delete PHOTO TAB If you have the QuikPhoto module or Express Professional you will be able to store up to four photos per unit You can elther take a digital photo using the Logitech QuikCam that QuikStor provided or you may load your own digital pictures to show unit condition pre auction belongings etc Below is a list of items that you should learn what they do how they work how they will affect data and what options exist within each function All of these procedures should be done in Training Mode of QuikStor Express which you can get to by going to Help gt Training Mode Please check off each one of these as you go through it both to check on your progress and to confirm that
191. of units of that type the scheduled rent the total rent for that unit type and the percentage of your total possible rent provided by that unit type At the very top of the report is your total scheduled rent RENT ANALYSIS BY SQUARE FOOT E R C This report is used to calculate the rent per square foot for the entire site and for each of your unit types The top of the report gives the total square footage the total monthly rent and the average rent per square foot Below that the unit types are listed by size Also listed is the scheduled rent unit type square footage door type floor whether the units are inside or outside the rent per square foot the percent of vacant units of that type the actual deposit per square foot and has the totals on the bottom of the report of each of the fields RED LOCK AND DAMAGED CHECKLIST E Y I When you run this report a cut off date is displayed It will then ask if you want to include damaged units in the report This report will list the red locked tenants and or damaged units on your facility Included are their current paid to date rent balance size type height floor inside or outside door type door width and the status 164 VACANCY RED LOCK AND DAMAGE CHECKLIST E B Lists all vacant units and all red locked units in order by unit number For the red locked units it shows the tenant s last name and Paid to Date For the vacant units it shows the date the unit was vacated
192. of these actions they can type there own reason By putting a check mark in this option the user will only be able to use the reasons you enter in the list and will not be able to type their own You can add delete or change these variances as you wish Manager Discretion has been included in the list by default and will be automatically returned to the list if you delete all the variances When you have finished editing this list click the Y OK button At the bottom left of this this tab you can mark the last number used for a Reservation or Receipt Simply put in the last number used for these so that new reservation and receipt numbers will start after these numbers At the bottom right of this tab you can check if you want to enable the Truck Rentals option in Express By default this is checked 27 ADDITIONAL CHARGE LABELS This tab allows you to assign names for any additional charges you may wish to assess when a tenant moves in or during payments Change Site Setup Site Printing Technical Additional Additional Charge Labels QuikStor Process P Hal f Help Additional Monthly Charge Labels Additional Income Account NOT for Rent Tax and Insurance Category Labels S Video Help wireless Internet Wending Electricity Damage Cart Rental 1 2 ct d 5 E T Tenant Custom Fields 1 Mother s Maiden Mame QuickBooks Integration Income Account Undeposited Funds Account Checking Accou
193. omentarily ON SITE LIST From the main Express screen you can click on the Onsite List icon When clicked the window below will come up showing you who is currently onsite at your facility If multiple people have come in using the same code it will increment the Onsite column next to that unit s name The onsite list works by incrementing the onsite list by 1 each time someone enters a code at your entrance keypad The onsite list is decreased by 1 each time they enter a code at the exit keypad On Site List KEE L SEN o Doctor P i Bazant S mith o AG Ventura Swimwear C544 Tomasino 4102 Case 4 H People On Site 14 Clear On Site List ff Close Pi FE 0 eg To clean the list preferably when you know that everyone is truly offsite of any tenants that tailgated you can click the Clear On Site List button at the bottom of this list NOTE If you clear this onsite list while people are still onsite and you do not allow tailgater s codes to allow them to exit you may lock tenants into your facility So use caution when clearing the onsite list tf Third Party Gate Integrations QuikStor recognizes that not all facilities will use the tight gate integration provided by the Guardian system For those users QuikStor does offer one way integrations to other industry gate vendors This integration will allow QuikStor to pass limited rental information such as keycodes to the gate system Howe
194. omotions or discounts you wish to give to this customer y Special At the bottom of this section you can click the E Specie button to add any defined specials that you are currently running Once you have checked to make sure that the total rent payment and Paid to Date are correct click the v OK button to return to the main Financial tab Inventory This will allocate inventory to the tenant so that it can be included and paid for during the Move In To add inventory click the inventory button in the left window click the gt Next button then enter the number of items being purchased and check the price for each item You can increase the price for an individual sale but cannot lower it Go to Site Settings gt Inventory Setup to lower the default price Clicking Add will move it to the right window At the bottom of the right window there will be a running total including tax for all items being purchased When you exit this screen the amount will be added to the tenant s total Move In payment Miscellaneous This allows you to add other miscellaneous charges set from within Site Setup gt Additional Charge Labels that the tenant will pay during the move in These are one time charges Enter the amount beside the desired charge to add it and click the Y OK button to confirm When you have completed all of the required information in each of the Move In tabs click the Y OK button CHOOSE A PAYMENT METHOD Thi
195. on about Free rent For more information on this report go to page 159 within this manual Option 3 allows you to put in how many days after a person is delinquent to put RED LOCKS on Option 4 allows you to set a number for Days After Partial Payment Before Printing Another Delinquency Notice Below is a brief explanation of this option Let s say that you have a tenant who is four months late They ve received a first late notice a pre lien notice and a lien sale notice This tenant comes in and only has enough money to take care of the charges and rent for three months a partial payment You accept their money and they leave This tenant is now 24 one month late The Express system knows only that the tenant is one month late not that you have just taken a considerable sum of money from them Two days later another first late notice prints This could lead to a very upset customer This option screen allows a certain number of days that you specify after a partial payment before Express prints another delinquency notice for that tenant You can check Option 5 to have Express print out a Declaration in Opposition to Lien for a tenant when you print a Lien Sales Notice for him her This document gives him her the opportunity to file an Opposition to your Lien Sales Notice Your facility is not required to do this but it gives your tenant one last chance to set up a payment plan Option 6 allows you to check if you would l
196. on the basic changes that you can make in Express The Change Gate Setup window allows you to setup time zones and keypad zones which will correspond to the zones you set up in GCP NOTE If you wish to view these settings but not make any changes you can select View Gate Setup instead of Change Gate Setup You will see a window similar to this Change Gate Setup Zone Description Regular Hours Regular Hours 24 Hours Keypad Zone Time one When you are finished with this window click Close 19 NON TENANT CODES You can add codes for personnel that are not tenants by going to this section Start by clicking the Add button and entering a name for the owner of the code This could a relief manager contractor etc Next add the desired keycode keypad zone and access rights When you are finished click OK to save your changes or CANCEL to close without saving Non Tenant Codes E Code Name Shaina Keycode 777 Keypad Message Office Message Keyoad Zone Regular Hours KE e Add Access Rights Access if Current within Hours Z Help X conc REPORTS There are four reports in QuikStor express that deal with the Gates To access these reports go to Reports gt Gate Activities Below are the four reports with a brief description of what you will find on them e List of All the Gate Codes E Y S this report will show you a list of all gate codes in the sys
197. onthly Charges ESA Wins 174 Details on Monthly Charges EHAWN 2 174 aere 174 List or All Gate Codes E 174 List of Gate Codes for a Selected Unit Ev 174 EI A da E EEN 174 Gale Activity TOF Wil E N Ee EE 174 Marketing REDOING siria diia 175 Make a Bank Deposit E M en tgegegestteges egedege eege Eed 175 Chapter Eight Frequently Asked Ouesions 175 A A o rr O nS 175 What s the Difference between a Statement and a BUI 176 Received A Message About Backdating What Do Dad 177 How do Transfer my QuikStor Express data to another Computer ccccseeeeeeeeneeeeees 177 Why does Express Auto Pro Rate at the End of the Month ccccsesceceeeeeeeeeeeeeeeeeeeeenees 178 PRN SCCM MI e o de e 179 DalaDaSe lo a ened aed 180 Non Tenant d GE e E 181 o e Po A 183 11 What s new in QuikStor Express Version 3 3 6 38 OpenTech Insomniac Kiosk integration added Sparefoot online reservation integration added US Storage Search online reservation integration added Adding specials promos is now easier than ever A manager can implement them with a single mouse click Popular specials like the 1 move in pay for 2 months and get the 3 month free etc A transfer fee option has been added You can set a default transfer fee in site settings or manually add the fee during the transfer process All reports are now viewable using Adobe PDF Reader Reports that would benefit from a spreadsheet layout are now a
198. or you should e Move the computer date to today s date or e Keep the computer date as today restore your database to the backup made on what the computer thought was today s date and re enter all transactions and changes made in the database between the date that the computer thought was today probably yesterday or the day before through current For example if today is August 23 and you discover that the computer thinks it s August 24 you will need to fix the computer date restore the database to the one made on August 23 which is actually August 22 and put in all the transactions that happened between the time the backup was made on August 22 and right now HOW DO I TRANSFER MY QUIKSTOR EXPRESS DATA TO ANOTHER COMPUTER The first step is to backup your dataset from the current computer so that it can be moved to your new computer data off the first computer Go to File gt Backup Database Express will tell you that the database has been successfully backed up Then go to File gt Backup Manager The Backup Manager will look like this Oo Back Up Manager ae Local Backups Ec File Mame Date o File Mame Date 05 MON zip 1 4 2010 QS MON zip 1 4 2010 AGS JAN 2002p 14422010 SOS FilesBackup_ 142070 85_TUE ap 12152009 AGS DEC 2009 ap 12 15 2009 AOS D l ap 12 6 2009 all FAL zip 125 2009 7 Help Under Local Backups look for the file associated with today s da
199. or an expected move out by going to the Miscellaneous Tab of the Move In form and in the upper right hand corner as shown below you will see the field where you can enter in the date You can either enter this date in manually or use the drop down calendar to select the specific day you wish to input Move In New Tenant for Unit 14 Tenant Alternate Misc Auto Billing sete o Uu a 2eP How did they hear about us Miles from site 0 A e e eem s wg Video Help Yellow Pages al Language English i Senda Bill Drivers license Billfor 1 monthts social security Number Pease te KR l e IndividuallateFee 0 00 Ce Male Female Other lv es I Tenant profile Se f Apply all Charges and Notices C Waive all Changes and Notices kK Print Lease Addendum Print Gate Codes Report Personal Apply Pre Lien and Lien Sale only Contents 7 Household Goods ao Business Key Codes M Vehicle M Cancel EXISTING TENANT To set an expected move out date for an existing tenant select the tenant you want to work with and then go to the Tenant Menu and select Change Info Select the Miscellaneous tab from the window and you will see a similar screen to the one shown above Enter the date the same way either manually inputting the date or using the drop down calendar Once you have finished click on the OK button to save the changes REPORT There is a report you can use t
200. or print preview each of them so you know what information each will provide you a Using Report Selector find these reports Reports Report Selector O O O CG o E o E L K o E R F o E R M o E Y M o FA o FG o E U a Icons familiarize yourself with the icons on the main screen of QuikStor Express many of these allow you to perform the functions mentioned in this list quicker and easier Integrations This chapter discusses the various software amp hardware that integrate with Quikstor Express and how the integration works inside of Express IMPORTANT If at any time you are having a problem with software that is NOT QuikStor Express please make sure to contact the vendor of that software as Quikstor Support will not be able to assist you QUICKBOOKS QuikStor Express integration with Intuit s QuickBooks software is simple to use yet powerful It allows you to assign QuikStor s transaction categories to one or more income categories in QuickBooks and export all dollars across the table transactions to a QuickBooks import file NOTE Before reading this section you should be familiar with QuickBooks operation and accounting such as the definition of an income account QuikStor cannot assume responsibility for teaching you the operations of QuickBooks nor are we responsible for operator error in QuickBooks after the actual export Please consult your QuickBooks documentation for any neede
201. ost lucrative places Define Specials List of Defined Specials Auto Pro Rate to the first Last Modified His Bo aes Mover Special 5 6 2010 dl See Three months Tor 1 2 P 5 6 2070 e First month free 5 6 2010 Rentfor 1 months f Other 4mount O Free Stuff 1 Move ln More Special Name Jeer F Only Available on Weekend Expiration Date toe 15 Unit size from zi to zi Soft Coupon Code EA i New HA Edit le Save x Delete Close Once your specials are created click the HU Close button To assign a special during a move in simply click the E Specials button under the Financial tab and select one of your pre defined specials Once selected the special will automatically be applied Move In New Tenant for Unit 5 Tenant Alternate Misc Auto Billing Financial Help Scheduled Monthly Charges TC Auto Pro Rate to the first 0 00 Monthly Rent 95 00 reer Video Help Monthly Charges f 5 70 Insurance e Rent for IS months 100 70 Total Other Amount Te Free Stuff 1 MEE E More Actual Payment Today 0 00 Security Deposit 25 00 Setup Fee 15 00 Inventory Miscellaneous Paid To Date 2 28 2010 w Print Lease Addendum Print Gate Codes Report Total Rent Payment Total Payment otal Rent Paymen Paid Up To 1 28 2010 E X Cancel 39 PRICE LEVELS This function allows you
202. otals at the bottom of the report include the number of occupied units the units to be raised and the total increase or decrease in rent ESCROW LIST OF ALL TENANTS E Y L This list displays in unit order all of your current tenants and how much they owe or are owed The list provides the unit size name of the tenant paid to date monthly rent and current debit or current credit The totals for debit and credit are at the bottom of the report FUTURE RENT INCOME F R l This report shows you the current rent and any increases or decreases to the future monthly rental income LIST OF TENANTS A MANAGER WOULD LEAST LIKELY RENT TO AGAIN D L R If you have had tenants that were problematic in the past this report will show you which tenants they are including any monies still owed NSFs certified notices and move out date This list is populated if a former tenant meets one of three criteria 1 their balance is higher than their rent they have three or more NSF checks or a certified notice was applied 169 TENANT EMAIL ADDRESS T E A This report shows a list of not only all of the tenant s email addresses but shows other common contact information including home phone work phone and cell phone Inventory This section provides reports dealing with your inventory Below is a breakdown of the various reports it contains with a brief description of each CURRENT INVENTORY E Y M This report lists the current items held
203. other charges to the sale If you would like to add charges that are not for inventory items click the Other Charges Other Charges 0 00 button When you are finished adding the additional charges click the Y OK button Sales Tax 0 00 This will take you to the normal payment method Total mm a window asking you what form of payment will be SE used Select Cash Check or Credit Card and fill _ inthe necessary information When you are finished click the Y OK button This will print out a receipt for the customer and will also bring one up on your screen If you make any mistakes or wish to go back to the previous screen youmay click on the X Cancel button FACILITY This section addresses functions pertaining to the site itself Change Selected Units Type This function allows you to change the unit type of a selected unit If you find that there is a unit listed as the incorrect size in Express or it was accidentally created as the wrong Unit Type Express has a quick and easy way to correct the situation Select the unit in question and then go to File gt Units gt Change Selected Unit Type You will see a screen that looks like this 128 Change Unit Type Current Type New Type SC alza bx 45 Size 5x 10 Height 10 Height amp Floor 1 Floor 1 Door Rollup Door Rollup Door v idth 6 Door idth 6 InfQut Inside InQutr Inside Type Climate Type Climate E Help e O
204. otice 5 Include Declaration in Opposition to Lien when printing Lien sale Notices b Force formatting of Phone Numbers r Tenants Delinquent By e Days C Amount Owe o Daily Late Charge 0 00 4 Auto populate City State and Ip 10 FORCE Printing of Pre Lien and Lien Sale on Saturday IF scheduled 11 Auto Populate Lease Addendum Number fe lt lt 1 at 7 12 Do not send Bills to tenants on Auto CC Billing or Auto Account Debrting 13 Maximum number of NSF s before restricting payment type to Cash Only 14 of NSF s before adding to the least likely to rent again List OLR Report 15 Default number of days to hold a reservation 16 Default Transter Fee x Cancel L qu at een kk Automatically archive Gate Activity during Overnight on the 1st of Month Default Payments to Outstanding Balance z Options 1 4 are number values Decide on an appropriate value and either click on the field and enter the number or use the arrows to raise or lower the value Below is an explanation of what each of these options is along with explanations of the other options in this window Option 1 allows you to set how many Minutes after midnight to start the overnight processing of Express By default it is set to 20 but you can change that to what best suits your site Option 2 references the Collection Deposit Report E Q This setting is what that report goes off of to come up with the informati
205. ou wish to make any other modifications to your site do so before clicking Y OK SITE PROPERTIES This screen allows you to select what security features and amenities your facility offers This is a great tool that new employees or relief managers can reference when prospective tenants call or come in It is also available for Call Center operators and SmartClient home office personnel who may not be familiar with each property Site Properties E Access Control Keypad System Individual Door Alarms settings CET COTY Available Over the Internet Security Amenittes Manager Lives on Premises Fenced Manager Lives an Premises Access Control Reypad System Dog Individual Door Alarms 24 Security Monitoring Dog 24 Security Monitoring Barb Wire Lighting at Might Amenities Can Pay Rent Online Automatic Credit Card Rent Payment Truck Rentals Drive Up Access CT Barb wire LETW Available Over the Internet Lighting at Night vd OF x Cancel DELINQUENCY SETUP 24 Hours Access Open Holidays Dolly Available To Borrow Sells Inventory Public Fax Machine Public Internet elinquency Setu e This window allows you to change Action Options Hep how QuikStor Express handles SOC t0 MARA BENE tenants that are late paying their Y First Late Charge Video Hep bills You can choose what notices second Late Charge A Third Late Charge Perform this action 10 34 days after rent is du
206. ount Billing Process CE til days after PaidTo Date y Print Agreement OT Confirm Address using AWS X Cancel If you plan on automatically charging a checking or savings account each month enter in the routing number and account number for the tenant s account If you plan on billing a credit card each month you need to follow the credit card integration method that you have activated If you are using QuikStor Processing the Confirm Address using AVS box will be missing as that is handled on the processing servers automatically Last put a checkmark in the box that applies to which type of auto billing you are using and click on the Print Agreement button to print out an Auto Billing Authorization Form 85 IMPORTANT NOTE For credit card auto billing you MUST run a manual transaction before you can use a credit card for auto billing This is due to PCI compliance regulations where the credit card number is not stored in the software Once you run the card you want to use for auto billing typically for the move in charge return to this screen and you will be able to complete auto billing FINANCIAL DETAILS This tab allows you to set the regular monthly charges rent insurance rent tax etc for the tenant and also to record the actual payment s that they are making on any given day To complete this tab you are required to enter a rent payment You can enter a rent payment of 0 but you must enter som
207. out by selecting the truck you wish to edit and then go to Trucks gt Edit Selected Truck Once you have made the changes to the truck that you wish click on the OK button to save or the Cancel button to exit without saving ADD A RESERVATION Once your trucks are added into the system you can start reserving and renting them Click on the calendar 69 in the left window to select the day of the reservation rental then click on the truck you want to reserve rent and you will see several columns to the right of the truck name M1 this is to be used by the manager when taking the truck for fuel washing maintenance etc Morning click on this cell if you are reserving renting the truck in the morning hours M2 this is to be used by the manager when taking the truck for fuel washing maintenance etc Evening click on this cell if you are reserving renting the truck in the evening hours M3 this is to be used by the manager when taking the truck for fuel washing maintenance etc l l l l l 2 New Reservation l Click on the desired cell as described above then click this button You will see the following form to fill out Truck Name OuikTruck 1 Date 12 25 2009 Morning Hotes Revd by Manager Description Move In Rental Space H 3 ei Last Mame Gardner First Name Tony Phone E mail Taxable Truck Rental 150 00 Mileage Charge 25 00 SE Late Fee 0 00 Mileage Ir 200 01 SE EE 0
208. ower settings Once you have clicked Save Changes on this window click on the OK button of the Display settings and then close out of the Control Panel window TASK SCHEDULER The Task Scheduler is a program that runs tasks automatically for you like hard drive backups and other maintenance tools However if it runs a task which accesses one of our files while that file is busy that can cause conflicts To be safe either pause or turn the Task Scheduler off To pause the Task Scheduler right click on the Task Scheduler icon in the System Tray down near your clock in the lower right hand corner 42 Select Pause Task Manager from that menu If you want to turn it permanently off then select Open from that menu and in the new window that comes up go to the Advanced menu and select Stop Using Task Scheduler Installing QuikStor Express The packaging for the CD includes a label that has the default User Name and Password for QuikStor Express Please keep this information handy as you will need it during installation and setup Insert the CD into the CD ROM drive of your computer It should automatically start the installation if it does not follow the on screen prompt to run the QuikStor Express setup program 14 This will bring up a screen that looks like this Welcome to QuikStor Express Management Software Vista and Windows 7 users click here START HERE a DOCUMENTATION Install QuikStor Express Reports an
209. pes For example you might have 20 units that are 10X10 with roll up doors on the first floor Rather than re enter all of this information each time you create a new unit you simply create a unit type with those parameters Each time you create a unit with those attributes you will define it as this type To add a unit type into your system click on Add Type and fill in the information boxes Once you finish entering your unit type information click on the Y OK button to add the new type Repeat this process for each different unit type you have in your facility Note You must fill in all of the required information or you will not be able to click the Y OK button 17 The only optional fields are security deposit info and the checkbox at the bottom of the window If options like Type or Door do not apply simply choose Other from the pull down menu When you have filled in all of the information click the Y OK button ADD UNIT This window allows you to add individual units to your site using the unit types you have created To add a unit to your system go to the Unit menu on the toolbar and select Add Unit or click on the Add Unit button on your main screen For each unit that you add you will have to fill in a Unit Number a Unit Type and whether it is Vacant Occupied Below is a description of each of these actions UNIT NUMBER Every time you add a new unit to your site you must enter an alphanumeric uni
210. pire This is an important step Whatever time frame that you specify for the Pre Lien to expire is when your Lien Sale notice will print out Charge Options This will allow you to adjust what charge is applied to this action if any You may choose either a flat rate fee or a percentage of the tenant s rent giving a minimum and maximum fee charged For both the Advertising and the Cut Lock fees you will set the charges up here but when the time comes for them to be applied you will need to do that manually for info on how to do that in Express please refer to pg 132 Applying Charges Print Options These options will allow you to choose who will get delinguency notices whether they print during overnights and how many copies will print At the bottom is the Last Auction Details box that allows you to enter information about your last auction event This information will be displayed on the next day s Daily Report When you have modified all of the necessary actions click the Y Save amp Exit button to save and exit Late Charges Maximum of 100 of rent A monthly ceiling of 100 of each tenant s rent is applied to the late fee category THIS IS THE LAW There is no choice on this This maximum is reset each month on the anniversary of the tenant s Paid to Date For example if you have a tenant with 50 rent due on March 1 and you are setup to have a 1 late charge of 20 applied on the 10 of the month and
211. port Selector module You will be able to enter a date range for this report so you can see all of the refunds that were made for a given date range 122 Change Info This function is used to modify tenant information that may have changed since Move In such as address phone number key codes etc Select a tenant from your list and then go to Tenant gt Change Info This is the same form that you used during a move in so follow the same procedures you used at that time Update the information desired and click OK when done Insurance INSURANCE SEND PRE CANCEL LETTER This function prints a Pre Cancel Letter for a selected tenant Select a tenant from your list and go to Tools gt Insurance gt Send Pre Cancel Letter This will automatically print a Pre Cancel Letter to send to your tenant It will also print a copy for your records Express will alert you if there is no insurance for this tenant or if it is too early for you to cancel their insurance INSURANCE SEND ALL PRE AND CANCEL LETTERS This function prints all Pre Cancel and Cancellation Letters for all of your tenants with insurance Go to Tools gt Insurance gt Send All Pre and Cancel Letters Print Bill For Tenant This function will automatically print the upcoming bill for the selected tenant Select a tenant from your list and then go to Tenant gt Print Bill for Tenant The bills are typically printed during overnight processing If they d
212. provided for each unit is the size paid to date name of the tenant phone number and the amounts owed in rent late fees any credits and other charges The final two columns are the total amount owed and the most recent action posted to the account Below each delinquent tenant four date lines are printed in order to keep track of when this tenant was notified or reminded of their delinquency FRIENDLY REMINDER CALLSHEET E K This sheet provides you with delinquent tenant information that you can use as a reminder callsheet There are date spaces available so that you can write in the dates that you call the delinquent tenant ADDRESSES FOR CERTIFIED NOTICES SENT E Y 2 This report provides you a list of tenant addresses that had notices sent within a specified date range This is sorted by date and provides the columns of unit action name address city state zip and number 167 LATE CHARGES WAIVED REPORT L C W This report shows you a list of all tenants that are setup to have late charges waived Billing This section contains reports that concerning the billing for your site Below is a breakdown of each report and a brief description of each UPCOMING BILLS TO BE SENT BY UNIT PAID TO DATE OR LAST NAME E L K Generates a list of all upcoming bills can be sorted by unit paid to date or last name BILLS SENT FOR ANY TIME PERIOD E L M This report generates a list of bills sent for a specified date range T
213. ps File Hame Date ra 05 MON zip 14 2010 SOS JAN 20 zp 144 2010 d be 05 TUE am 12 15 2009 e 05 DEC D05 2p 12 75 2009 205 SAT zip 12 6 2009 05 FRA am 1252009 i all THU zip 12 4 2009 Help D Close b In the left side of this window you will see a list of all backups They will be named for days of the week XXX_MON zip XXX_TUE zip etc or by month i e XXX_DEC_2009 zip and will have the date they were backed up This list is sorted by date with the most recent backup on top At the top of the right side of this window you will see a pull down menu On this menu is a list of all drives connected to this computer external hard drives network drives CD burners etc In order to save to one of these drives select a backup select a drive from the pull down menu and click the button If you wish to retrieve a previously saved backup select the drive you saved it to select the backup you want to restore and click the button 136 Restore Database This function is used to restore a specific database Note This function should only be performed after consulting with QuikStor Support All of your current data may be erased if this selection is performed incorrectly Restore Database from Back Up Please choose the Back Up you would like to restore from File Name DateTime E AGS JAN 2070 zm 14422070 34574 ALS MON zip 1 4 2010 3 45 14 AGS DEL 20039 zm 121520039 25
214. range to view data during a certain time frame Enter in the dates desired manually or by clicking the small calendar icon next to each date to select your dates from a calendar window USING THE REPORT SELECTOR Report Selector Please enter Code to search for Find It Code B 4 1 BA 1A B A 1 B BA 1 L B A 1 U D L R Ei EA E B E B 5 EL E C D ECS En E E Description Sort By Paid To Date Sort Bu Account Number Sort By Bank Humber Sort By Last Mame Sort By Lit List OF Tenants 4 Manager Would Least Likely Rent To Again Rent Changes Vacancy by Type Vacancy Redlock and Damaged Check List Check Summary Report Vacancy List by Size Credit Card Detail Report Vacant List with Notes Credit Card Summary Report Vacancy List By Unit Three Available 7 Help Print TA Previews ff Close The Report Selector allows you to quickly browse through reports by scrolling through a list or by entering the report code The report code structure was originally implemented in the QuikStor for DOS management software 20 years ago back when using keystrokes not a mouse was the only way to navigate through menus As a courtesy to our loyal DOS converts we have added the ability to enter in a code to quickly find the report you are looking for 155 SETTING UP AND USING THE FAVORITE REPORTS UTILITY The Favorites Reports menu option allows you to bookmark your most commonly used reports Yo
215. ransaction categories to one or more income categories in QuickBooks Export all dollars across the table transactions to a QuickBooks import file Click here to read more about the features of QuickBooks integration in this manual QUIKLETTER Customize leases notices and bills included in Express Professional amp Standard QUIK EMAIL Kg Email automation Automatically email invoices tenant correspondences reports and automatic off site backups 49 QUIKTRUCK Truck rental Truck rental and maintenance module including reservation rental status and reports The integration with our partner Plug n Pay allows seamless transactions from Express Payment form MICROSOFT OUTLOOK INTEGRATION Tightly integrates QuikStor Express with Microsoft Outlook Easily email your tenants receipts invoices and notices E mailing such letters will cut down on printing and mailing costs Use all of your default server settings already set up in Microsoft Outlook no additional effort activating email options in QuikStor Express All of your email will be organized and saved in one location All emails sent from QuikStor Express will open and save in Microsoft Outlook along with any other emails sent from Outlook directly BLUEMOON FORMS INTEGRATION Blue Moon is a program that specializes in form processing software Blue Moon makes it easy to fill out and print lease forms from your computer so that yo
216. ransactions by Time or Item E vNIS ENO 170 Quarterly Inventory sales OS EE 170 Inventory Items Totaled by Item E RHEIDIL 170 Se nl le Scars todito odio Ragen E atc glad 170 Free Rent Es ario o 170 Tenants Paying Less Than Scheduled EN 170 Tenants Paying Less Than Scheduled by Unit Type EM 171 Tenants Paying MORE Than Scheduled Ev 171 Tenants NOt tie On thed E E creche acest eer ts lea tll Ps tar eae et ge oie och 171 PONE CHANGES EN aro 171 WanhagerACHVITY EA nt AA AAA Ad 171 Repon OPA RETUNOS A Ernst 171 Free RENUAUIGIN ERA duc yard waited onl iio le 171 Liabilities Detail REDON E E AEN 171 List of All Tenants with NSF Checks E N F ccccceccceececeeeccecesseecceeeceeeecenesceeeseeesceeesaees 171 A A 172 Facility Summary Report ESA o e aa Do a O 172 e Ree TE oro NEO 172 Bank Deposit by Credit Card Type EHNEN 172 Analysis of Length of Occupancy ELE 172 PEPO OTAOLA EEN 172 Facility Review Walk Around Form E Y W c cccceecceeeceeeseeeseeeceeeeeeeseeesaeesseeseeseeeneeeneeenes 172 Me o In 172 Amounts OWEN a o 172 Length or Occupancy LO O ia id tdci ciu 172 E lee LISTON MES ony reenter einreeter ten teen tat aie nom conic tan ecie nan eer er ere ee eee Re ee 172 Phone Sallste EE 173 Site Notes From Calendar GN 173 User oew Repor EE ME 173 Geiist LE 173 insurance Activity Repon E E EE 173 Insurance Activity Report For a Date Range E vi 173 Insurance Activity Report Ev 173 total M
217. report will produce a list of tenants paying less than your current scheduled rent In unit order the type of unit location of unit door type floor scheduled rent last name tenant s current rent amount under schedule and date of last rent raise are displayed Following are the totals for scheduled rent current rent and amount under scheduled rent 170 TENANTS PAYING LESS THAN SCHEDULED BY UNIT TYPE E V 1 This report will produce a list of tenants paying less than your current scheduled rent In order by unit type this report gives you the columns of unit the type of unit location of unit door type floor scheduled rent last name tenant s current rent amount under schedule and date of last rent raise are displayed Following are the totals for scheduled rent current rent and amount under scheduled rent TENANTS PAYING MORE THAN SCHEDULED E Y 1 This report will produce a list of tenants paying more than your current scheduled rent In unit order the type of unit location of unit door type floor scheduled rent last name tenant s current rent amount over schedule and date of last rent raise are displayed Following are the totals for scheduled rent current rent and amount over scheduled rent TENANTS NOT DUE ON THE ST EL This report will display in unit order a list of tenants not due on the first of the month Information includes unit size last name paid to date rent security deposit and balance due R
218. reports are under the Credit Card Checking Account section of the Reports menu QUIKPHOTO The QuikStor Express QuikPhoto is an included module in Express Professional or an optional module in Express Standard that allows you to insert pictures of your tenants driver s license or auction itemsand be stored in the tenant s record If you currently do not have this module but would like to order it please contact your QuikStor account representative The QuikPhoto module for QuikStor Express includes a Logitech QuickCam camera Please contact your QuikStor account representative if you need an additional camera or a replacement Use the installation CD that comes with the camera which contains the latest drivers Follow the instructions provided by the camera manufacturer to install the drivers Once the camera drivers are installed you are ready to use QuikPhoto In Express select the tenant for whom you would like to add a picture and go to the QuikPhoto tab 63 General Misc Alternate QuikPhoto A New Image ta Load Image Ki Save To E Print tea Email x Delete ou can type a description for the selected Image in the space provided bellow Alternatively you can go into Tenant gt Change Info and select the QuikPhoto tab there The options available will be the same in both places You can store up to 4 separate photos for each tenant When you select an empty slot you have the option to create a new image or
219. ress program running and shortly after midnight the daily report is printed automatically If the report is not run overnight it should always be run first thing the following morning The first section of this report shows all the cash check and credit card payments and totals then a grand total of all collections Any manager discretion transactions made are also detailed Then the total collections to date for this month and the previous months to the same day are detailed The next section is a summary of the day s Move Ins and Move Outs prior year collections current occupancy status and aged receivables Next is a list of any delinquency notices sent and how many of each Following this is a detail of any transactions made in the petty cash system plus the current balance of the petty cash account All damaged or otherwise unavailable units are listed below this Lastly if there are any daily notes they will be printed at the bottom of the report DAILY REPORT FOR A DATE RANGE E N The same report as above but also provides a date range option if you want to review data over several days OCCUPANCY AND COLLECTION REPORT BY UNIT TYPE E N 1 This report shows you a breakdown by unit type of the percentages of occupied versus vacancies lt shows you a percentage based on units rent and square footage On the right column there it also shows the prior year collections received from each unit type TRIAL BANK DEPOSIT E R O
220. review to open the report on screen or Print to have it print to your printer Click the Close button when you are finished 156 EMAILING REPORTS Express provides the ability to e mail any report to your home office QuikStor Technical Support or any other e mail address you desire These documents will be sent out either when you process your Outbox manually or when overnights occur if you have this setting enabled You will need to set up the following items before reports will process and send correctly INTERNET SETUP First confirm that you have your Internet settings correctly setup Please see the nternet Setup section to setup your Internet parameters During that setup can also choose whether to have the Outbox process during overnight processing or not SITE SETUP Set your Site Settings to always Preview Reports and Notices That option can be found at File gt Site Setup gt Printing tab Make sure Reports and Notices Only Preview before printing is checked Click Save amp Exit once that is properly set up EMAILING THE REPORT E 100 gt A EJA 4 1 gt H PRES Select the report that you would like to email by either going to the Reports menu or by pressing the Preview button in the Report Selector When the Preview of the report is displayed click on the email Ya button You will see three available options 1 Email allows you to enter the email reciepient of your choice 2 Email Hom
221. rn to the auto billing tab and click on the Change Credit Card Information Button This will update the secure processing server with the new card information for auto billing 6 Once the desired credit card is added into the system you will be able to select the Auto Credit Card Billing checkbox 7 Below that you will also set how many days after the Paid to Date to process the credit card Set this to O to process on the Paid to Date 8 Click the Print Agreement button and have the customer sign it to authorize the use of their credit card 9 Click the OK button to save your changes IF YOU DO NOT HAVE QUIKPAY OR A CREDIT CARD PROCESSOR ACCOUNT These two options do not affect the setup process for Auto credit card billing Continue to follow the steps above But without those modules actually charging the card is up to you and will not be done automatically on the Paid To Date If you are a strict first of the month site you can run the Credit Cards to be charged for a Date Range E R 1 on the first of each month to get the list of those tenants who you need to run the credit cards for Anniversary or Partial Payment sites will need to run this report each day or as often as you wish with a date range to account for every day since the last report was run The other report that will help you find those customers who need to be charged is the Master List of Tenants with Auto CC Billing E J C Both of these
222. rom the tools menu any time you have new data and wish to transfer it over Just follow the above instructions from First Use above If you use QuickBooks every day and need to export every day do a single day export by putting in the same date in both places when asked Make sure that you do not do an export unless you ve already done a deposit for that day It s very important NOT to import the same date twice For example if you ve already imported 10 1 through 10 31 and now need to import 11 1 through 11 30 DON T put in a date range from 10 1 through 11 30 You ll end up with double values for the month of October You will get a warning message if you try this QUIKPAY DIRECT QuikPay Direct is the fastest and easiest way to charge credit cards There are two integrations available with QuikPay Direct The first is a seamless integration called QuikStor Processing that provides the lowest flat rate in the industry The second is an independent payment gateway provided by Plug n Pay Both methods are 100 PCI compliant and stores all sensitive credit card information on the processors secure servers No credit card information is ever stored in QuikStor Express Both methods provide seamless transactions from Express payment form as well as automatic credit card amp checking account billing during Overnight Processing that make monthly payments a simple automatic process NOTE This is an included module in Express Profession
223. ruck Activity Report T A This report shows the past activity for a single truck for a given date range It gives you a breakdown of the number of reservations number of actual rentals and ending mileage for trucks either reserved in the morning or evening It then gives you a full breakdown of the totals within that date range 71 e Truck Availability Report T V This report shows the availability for a single truck for a date range It gives you a breakdown by date of the trucks that are reserved either in the morning or evening You can also view this Je report by clicking on the icon on the main screen of the Truck window e Truck Reservation Report T R This report shows the reservations made for a selected truck for a date range The areas that this report shows are date slot last name deposit amount deposit type phone number and reserved by e Truck Length Of Stay T L This report shows you the average length of stay of a tenant that has reserved truck rentals within the desired date range The columns it provides are date slot unit size last name moved in moved out days rent total rent and reserved by VOIDING A TRUCK PAYMENT You can void a truck payment just like any other payment you take during a given day by selecting Void a Payment from the Payment menu The unit will be listed as TS and the last name for any truck payments will be Truck Sale even if a current customer made
224. ruck Rentals if applicable UNIT TENANT ICONS These icons represent different functions in Express that have to deal with tenants at your site or a selected vacant unit These buttons allow you faster access to the most common functions within Express The buttons are as follows from left to Right Make a Payment Move Out Transaction History Change Tenant Info and Tenant Notes The box on the right is what you would see for a vacant unit which is the Move In icon and the Change Tenant Info button which allows you to enter a note after the vacant label on the unit list L mM GATE ACTIVITY WINDOW If you have a QuikStor Access Control System all gate activity will be displayed here Same for Wireless Door Alarm activity if installed 55 ideo Help E Help Gen Misc Alt Map Photo Personal Info Last QuikStor First Add 6613 Yaljean Ave Addl City Yan Nuys State CA Ap 91406 Hm Ph 600 321 196 Financial Info Rent 73 00 Sec Dep 25 00 Amt Due Mo 76 65 Balance 0 00 Faid To 2172010 Last Paid 12 3 2009 Moved In 12 3 2009 Exp Move Out nja Last Receipt 2 Last Action None 1 guden Help P Help Fi Gen Misc Alt Hap Photo ES Unit Info Size 5x 5 Height 10 Dat Inside Floor 1 Door Rollup Type Climate Door Width H Type ID 1 Unit Desc Misc Info Drivers License Auto Credit Card Billing N SSN Auto Checking Account Bi
225. s a ewe dle adel died eae 128 Mark Unit Damaged Undamaged n0nnnannannnannennnennennnnnnrnrnnnnnrrsnerrrrsnrnrrnsrrsnrrerrnnrrnrrsnernrennen 130 Bank DODO SUG eisai ateetrnedeanreidnieden 130 Manager Daily Debit Credit ocooooccccoccccoccnccccnccccnnconcnconcnnnnncnonncnnnonnnonnnnnnnnnnnnnnnnnos 131 ALLOCATE CREDIT DEB sauna 131 A A o an 132 Print IR Ten dei a e eee eee ees MO 132 Apply Cut Lock Advertising Late Charges 132 How To Waive Or Remove UnwaNted Fees 133 A EE 133 Size lee E 133 POS AIRED S Ee EE age cad Sees Ga ate ta eda cede tons 134 Backup MRT CN 134 Senan A Backup TO CQUIK SION EE 134 Why Does My Backup from Yesterday Have Today s Date On Hi 135 If you manually backup your database cccceccseccceeeeceecceucecueceueeceuceceeeceusesueeseeesuseneeesaes 135 Automatic backup during Overnight Processing cccoccccccnconcncncnconcnoncnnnnnnconcnonanonnononarnnnnnnnnenos 136 Backup Manager isa aida liada caia 136 Restore Tee a nO ee ee eee 137 Backup Restore Non Database Files 00n00nn0nnnannannannnnnnnnnnrnrnrrrnrrsnrrrrrsnrrrrrnrrnnrrsrrsrrrenrnne 137 A e A dude autcemenseechanbandeasnactentel 137 Ee 138 as AA AAA E lu an 139 Browse DAA a a eee Meer ee eee 140 Pali LAS a CU o E 140 PINEN ee 140 Bank Deposits Made veuican at cit 140 Selz IER 140 Macano id ono o ao oa anda 141 Wating A o A A 141 Sr gieiet Al Sensei cate dao anos nace 142 Tabl
226. s and total are correct and then click on the Y OK button to confirm ALLOCATE CREDIT DEBIT Manager Daily Method How should this Manager Help Daily Debit of 25 00 be allocated C as Check as Credit Card x Cancel This allows you to select whether to allocate the X cacl Credit or Debit to Cash Check or Credit card 1 Select one of the three options and click the Y OK button 131 Print All Bills This function will print all of the current bills ready to send out Go to Tenant gt Print All Bills The bills are typically printed out automatically during overnight processing Use this function if tor some reason that did not happen or if you need to have another set of bills printed This will automatically print all bills to be sent out Remember bills do not print automatically for tenants who are delinquent At that point the tenants should be receiving delinquency notices not bills What this means is that if you do not have the bills set to print during the overnights you can use this option to print them only on the day that the bills are supposed to print out If you try this on a different day or the bills have already printed out you will need to use the Print Bill For Tenant option Print All Notices This function allows you to print all notices for all tenants To perform this function go to Delinquents gt Print All Notices The notices are typically printed out automatically dur
227. s during a payment It also allows you to automatically debit a tenant s Credit Card or Checking Account for one month s rent during Overnight Processing S Video Help IF none of the fields on this screen are editable then you haven t purchased this functionality from Quik Stor To purchase Integration for Quik Stor Express contact the Quik Stor sales deparment at 800 321 1987 To make this function work properly fill out all the fields below using the instructions to the right Also be aware that this Function requires that the the Internet Setup be completed That screen can be accessed through File Internet Setup Payment URL wwwsyourpaymentprocessor compquikstorstorage APIURL wewyourpaymentprocessor corm quikstorstaragel Username quikstare Property Code QUIKSTORTESTPAY Password Jos Re Enter Password Auto Process Credit Cards 4 A Days After PaidTo Date Reset All Use a proxy server w save amp Exit x Cancel NOTE the above screenshot is for QuikStor Processing but the Plug N Pay tab is similar Fill in your username password payment URL and API URL These parameters are provided by either Plug N Pay or by the QuikStor Processing processor It is typical for QuikStor Support to set this up for you so don t worry if you don t have this information Click on Save And Exit and you are done and can start processing credit cards within QuikStor Express HOW TO SET A TENANT FOR AUTO CREDIT CARD
228. s is the final step in the Move in process In this window you will indicate the payment method your tenant is using First choose a payment method by clicking on Cash Check or Credit Card ACH 87 Payment details for Unit 1 CASH How was this payment made If your Tenant is paying in cash click on this option Check CHECK If the Tenant is paying by check click this option and enter the check number and the Bank Number these are required to complete the transaction EE CREDIT CARD OR ACH Last Order ID None Credit Card Information e Last Card Type Routing None Credit Card Information Ze CreditCard ACH Amount 134 54 Last Credit Account Numbkhlone i Use New Credit Card or ACH Account Combined Payment First ben First Mame on Card Last Bell Last Name on Card Credit Card 14111222233334444 EC Type None Expire Date Man gt 2010 aj Swipe Card Personal Information First Name Greg Last Name Bell Payment Total 134 54 Receipt Funk 1 dent C Preview f None IS THIS ALL CORRECT 7 Help Jo X Cancel Click on this option if your tenant is paying Address Information using a credit card Street 11222 Main Street Click on Use New Credit Card or ACH City Marina Del Rey Account and this screen will come up State CA Country US allowing you to either enter in all of your zip r credit card information or banking account informat
229. s to find the information you seek SG 4 75 4 75 0 00 0 00 0 00 0 00 5 65 0 00 5 65 4 75 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 h Find 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 i Find Next 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 eg ideo Help CREDITCARD TYPE Jee ker INS LATE Jess cuTtock aowertise anm FEE INVENT 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 0 00 15 00 O 1 Search Field use the search fields at the top of the box to quickly select the column of information you are looking for Then if you know the value enter that in the box on the right For our example selected ADMIN FEE and the value of 15 00 You will see that the program took me to the appropriate column and the first value matching my search criteria You may click the Find Next button until you find the exact record you are looking for 2 Column Sort you can click any column heading and that will sort the data by that column So in our example we are searching under ADMIN FEE to see which tenants were charged When you click the column header it will sorted the lowest to the highest amounts You can use this process on any of the Browse windows to find the information that you are looking for
230. s you to enter an alternate contact in case the tenant cannot be reached in an emergency By default the No Alternate box will be checked To enter an alternate contact uncheck the box Enter the contact information in the provided fields and the names of other people allowed access in the bottom field Only the Alternate Name is required If you set up any additional information fields during Site Setup this is where the manager will enter in that information MISCELLANEOUS DETAILS This window allows you to fill in a number of administrative details as well as statistical information to help you generate advertising reports There are no required fields by default Move In New Tenant for Unit 1 Tenant Alternate Misc Auto Billing facies Help How did they hear about us Miles fram site 2 Ka ees EE eg video Help ae Mowe In on 14 24 2003 Dee Exp Mave Out 03 31 2010 E Aash Wo Senda Bill Drivers license Biller JA manthis C546234 Social Security Number Mea bh 55 54 4343 e uae t barista l oher Iw Individual Late Fee Tenant profile ES i EE f Apply all Charges and Notices GG Print L Adderid C Waive all Changes and Notices pA ea Ss CC Apply Pre Lien and Lien Sale only Print Gate Codes Report Government Tax Exempt Contents 4 Household Goods 1 Business ES a Key Codes Vehicle KA Cancel 84 No information is required by default but
231. search com 78 QUIKSTOR EXPRESS NOTIFICATION WINDOW The Express notification window is a dynamic tool used to provide up to the minute information pertinent to QuikStor clients It provides information on Express updates new products amp features available from QuikStor and a wide range of useful tips and tricks to get the most out of your software The screen will only show up once for each new user that logs into Express After that it will not come up on startup unless new content is sent out by QuikStor Though you can always stop it from coming up by unchecking the Show at Startup box at the bottom of the screen QuikStor advises you keep this feature enabled What s New QuikStor Notification Screen Introduction E Visit QuikStor com Welcome to asx News Be notified of critical updates and new features Learn about upcoming educational FREE webinars Become a fan of QuikStor on Facebook and save 5 on your next QuikStor order CLICK HERE NOW Paying too much for credit card processing Check out QuikStor Processing to start saving money today QuikStor Express e Iw Show at Startup MANAGING YOUR SITE Tenants This section deals with the functions regarding the tenants at your site You will be able to perform most of the functions below by selecting a tenant or unit from the list or map on the main screen of Express and then selecting Tenant Payment or Move In Out from the toolbar Other fu
232. see a button that looks like this Last Action Click on this button and you will see a window similar to this A Delquency History 151 te a Search In Field DELO ACTION e dh Find i Find Next ACTION DATE TIME DELQ ACTION ACTION TYPE AMOUNT PAID TO BALANCE 112502009 3 03 01 AM LA First Late Notice 0 00 12422009 157 50 d ZS Undo Action y Reprint Notice 124 Select which delinquent action you would like to remove and then click on the Undo Action button A verification box will pop up similar to this Confirm ox Clicking the No button will take you back to the previous screen clicking Yes will bring a new verification box up similar to this Confirm od Sm Do you want to set Tenant s Last Action to First Late Notice Clicking No will set Tenant s Last Action to None No Cancel Click Yes to leave the Last Action the same as it was click No to set it to None or you can click on the Cancel button to quit this without undoing the action Print Custom Labels This function will allow you to print mailing labels for all of you tenants To use this function go to Tenant gt Print Custom Letters Labels Processing Custom Letters Custom Labels 0 Custom Letter Hurt Unit Name _Paidlo Email Custom Letter 1 3 Tony Gardner 41 2010 H Show Existing T enants 6 April Lee 3412010 T Randy Founta
233. sions of QuikStor Express and a Ke pad Messages Sensor amp Siren Zone Variables Elevator amp Relay Diagnostics provides real time gate and door alarm evice Lis o Entrance activity directly in the main window of Express You will also be able to run a suite of gate and sensor reports from the Express reports menu Relay Board E Base Station GUARDIAN ANIMA Guaician Control Panel GCP For a comprehensive review of the Guardian features and benefits as well as installation requirements and operational guidelines please contact your QuikStor account representative and ask for the Guardian Access Control manual or log on to http www quikstor com quikstor security access control keypads php for more information f Open Access Point Hold Open i f Close Access Point X Qui kStor f Ay Refresh 74 GATE FUNCTIONS IN QUIKSTOR EXPRESS These functions can be found inside of your QuikStor Express software To access these go to File gt Gate There you will be able to View Gate Setup Change Gate Setup or work with Non Tenant Codes Below you will find a brief description of each of these functions GATE SETUP All variables and advanced configuration is performed in the Guardian Control Panel GCP Please reference the Guardian manual that came with your access system for further information on GCP and those configurations This section will focus
234. so go to Edit gt Paste in the Paint program You can then save the image in jog format and email it directly to the QuikStor Support Technician that you are already working with or to support quikstor com O Please keep in mind that this is a Windows function it is not a QuikStor function If for any reason this does not work properly you will need to contact your computer vendor or Microsoft directly for assistance Still have questions Call us QuikStor Technical Support Department 1 800 321 1987 Support Line 1 818 501 5785 FAX Support quikstor com 179 Actions Alternate Anniversary Site Auto Credit Card Billing Backup Bills Card swipe Certified Letters Credit manager deposit Credit tenant Database Debit manager deposit Debit tenant Delinquent Export Future free rent Gate code Glossary Of Terms Shortened term for late actions Additional contact person filed in a tenant s records This means that a tenant s paid to date is the anniversary of the date that they moved in on An anniversary does not force a pro rate on move in but it does not accept partial month s payments either This allows you to be able to have a tenant s credit card automatically charged for their monthly rent during the overnight processing Procedure used to compile data into a single file onto the hard drive and or external storage media Having a backup of your data is crucial in cas
235. storing up to 4 photographs per unit Print these pictures to keep as hard copy files Use any digital camera or scanner and make a permanent record of a unit s contents prior to an auction The QuikPhoto module includes a Logitech QuikCam Express camera Click here to read more about the QuikPhoto feature in this manual QUIKBACKUP Automated Offsite Backup Service for unparalleled security Choose from two service levels 30 day service that stores daily data for 30 days or the 7 day service that stores daily data for 7 days Automatically backups your data to QuikStor s secure servers during Overnight Processing The 30 day service also includes monthly backup service for 12 months Annual subscription required MOBILE REPORTING 0 Automatically sends your Daily Report during Overnight Processing to your smart phone Formatted to fit the screen of your mobile device Choose delivery in PDF or JPG format Great for the manager on the go 91 Getting Help While Using QuikStor Express There are three integrated resources in QuikStor Express that will quickly assist you in navigating your new management software These are listed below HELP VIDEOS The majority of screens in Express include a Video Help button When you see this button ESE Tee it refers you to videos relating to the location of that button The videos walk you through the process on that screen to assist you completing your task For a complete list of video h
236. surance from your tenants and have an Insurance module activated in Express This is an insurance statement that you can provide for a tenant of premiums paid INSURANCE ACTIVITY REPORT FOR A DATE RANGE E Y K 1 This report contains all of the same information as the Insurance Activity Report The only difference is when you click on this report you can enter in a date range INSURANCE ACTIVITY REPORT E Y K 2 The report shows all transactions for insurance made for the time period you select Included at the bottom of the report are totals for amounts collected and tenants currently paying for insurance coverage 173 TOTAL MONTHLY CHARGES E R W This report gives you an itemized listing of your monthly charges and the revenue generated by these charges during a given time period It also provides you with the average monthly income from these charges DETAILS ON MONTHLY CHARGES E R W 1 This report will show you information for all of the monthly charges tenants have incurred for the selected date range This report is separated by each specific monthly charge that your site has setup which then gives you a list in date order of these charges Gate Activities This category provides you reports on gate and alarm activity at your facility Below is a list of the various types of reports and a brief description about each of them PLEASE yore activity will only be displayed in Express if you are using a QuikStor access control
237. system such as the Guardian Series All other gate integrations are one way and no feedback is provided by the gate system to Express Because of that these reports only apply to QuikStor gate integrations LIST OF ALL GATE CODES E Y S This report will print all tenant gate codes When you select this report the option comes up to print the list with or without occupied units that have no keycodes You may sort it by unit name keycode or keycode zone LIST OF GATE CODES FOR A SELECTED UNIT E Y Y This report will print all gate codes for a selected unit GATE ACTIVITY E Y C This report provides you all gate and wireless door alarm activity for the selected time period The report is sorted by date order and includes the following columns unit number tenant s last name admittance check date time of attempt and the which keypad the the code was used at At the bottom there is a summary showing total attempts made admitted exits denied and unknown GATE ACTIVITY FOR UNIT E Y E Select a tenant from your unit list on the main screen The report will display activity for the selected tenant only 174 Marketing Reports For a complete review of marketing graphs and reports please see the Marketing section earlier in this manual Make a Bank Deposit E M Use this to print a bank deposit at the end of each day which you may take to the bank the following day Prior to printing this report you may wish to print a Trial Bank
238. t number in the specified field You will not be able to enter a number letter that corresponds to a unit that has already been created When you have entered a number letter in the specified field click the Y OK button TENANT INFORMATION This window allows you to enter the basic information for a unit that is already occupied When creating a unit that is already occupied you need to enter information about the existing tenant and their financial history Begin by entering the tenant s name The last name is required Then enter the Move In date and the Paid To date The Paid To date is very important This combined with an accurate monthly rent will determine the tenant s current balance You can also add monthly charges by clicking the Add Monthly Charges button Enter any credits or debits on the customer s account by clicking the Balance button and entering the amounts in the appropriate fields To tell the program whether you have sent a late notice to this tenant recently and if so which kind select one of the choices from the pull down menu next to Have you sent this tenant a notice recently If you wish to make a more detailed entry of the tenant s information address phone number etc you can click on the Do Detailed Entry button Finally you can enter the security deposit the tenant gave you if any on Move In Once you have confirmed that all of the information is correct click the Y OK button
239. te Click on the down arrow El next to C and select the disk drive you wish to send the backup to Click on the right arrow button and it will send the backup to that drive 177 The second step is to copy your data from the back up drive to your new computer The process is essentially the same but in reverse It is highly recommended to install the same version of Express on the new computer that you are currently running on the old one You can then update if desired after the data transfer has been successfully completed Go to File gt Backup Manager and choose the drive where you data is located Select the backup and click the left arrow button Geh Express will copy the backup onto your new hard drive Go to File gt Restore Database select the same backup you just copied and click Restore When this is finished close Express When you open it again you may need to run overnight processing Once that is complete you are done with your data transfer WHY DOES EXPRESS AUTO PRO RATE AT THE END OF THE MONTH Whether you are an Anniversary Site a Strict 1 of the Month Site or a Partial Payment site you will find that move ins require a Pro Rate on the 29 30 or 31 of the month This is because not all months have a 29 30 or 31 and having a Paid to Date PTD on that date makes paying one month s rent a tricky process If my PTD is January 30 for example and pay for one month what will my new PTD be There
240. te range Listed is the number of each unit type unit size inside or outside door type unit height rent number of move ins the number of move outs and the net by unit dollar and square feet Totals for the move ins move outs and each of the nets are at the bottom of the report UNIT EFFICIENCY REPORT E T This report will produce in unit type order an efficiency report for each of the unit sizes Included in the report is the location door type unit height floor total units of this size vacant units of this size percent vacant of this size scheduled rent for size possible total rent for size rent for occupied rent for vacant and current actual rent for size UNIT EFFICENCY REPORT BY UNIT TYPE E T 1 Same as the E T but categorized by unit type UNIT EFFICENCY REPORT BY UNIT SIZE E T 2 Same as the E T but categorized by unit size OCCUPANY ANALYSIS REPORT E F E This report provides you with a detailed analysis of your occupancy It gives you totals for vacant and occupied units and percentages The calculations are based on number of units scheduled rent square footage floor type of door inside or outside and units larger than or equal to a 10x10 CONTRIBUTION TO RENT BY SIZE E R L This report calculates the total rent for each unit type listing the types in size order The report displays the unit size whether it s inside or outside the door type the floor those units are on the height the number
241. ted or the tenant changes his mind after you have already entered a different type of payment method In such a case you can change this method of payment instead of having to void the payment and start over In this window you select the payment that you wish to change and click A Select The next screen is the normal payment window This screen allows you to choose the correct payment method for this transaction Once you have made sure everything is correct click Y OK to confirm the payment change NSF Non Sufficient Funds Check In this section you can confirm the details of the bounced check and decide whether to print out an NSF letter Select a tenant from your list and then go to Payment gt NSF Check Look over this information carefully Make sure that you have selected the correct customer as well as the correct payment Then decide if you would like to print an NSF letter and if so how many copies Confirming WSF unit 13 Payment Breakdown Paul Brandenburg Unit 13 A 95 00 Amt Due Mo 99 75 Paid To 2 1 2010 7 Help Rent Tax 4 75 Balance 0 00 Moved in 11 20 2009 Last Paid On Ass Last Action Sec Dep 25 00 Tenant Notes Is this the correct payment for the NSF E Payment Date 1272972009 Bank Mo 3424235223 Receipt No 15 Check No 12231212 The tenant s paictto date will be 1 1 2010 He shetthey willbe assessed a charge of 25 00 9 Ne NSF Letter e Print 1 Copy Preview Non
242. tem e List of all Gate Codes for Unit E Y Y this report will show you a list of all the gate codes for the selected unit e Gate Activity E Y C this will list all of your Guardian gate activity including door alarm activity if you have them You can select a date range for the report then how you want the report to be sorted by date unit name or keycode e Gate Activity for Unit E Y E this report will list for a given time period all the gate activity for the selected unit 76 Below is a sample gate activity report sorted by date Gate Activity Report Ev QuikStor Security A Software Since 1987 Van Nuys Beginning on December 1 2009 Ending on December 23 2009 Compiled on December 23 009 at 02 25 PM DATE TIME UNIT NAME KEYCODE CARD ADMITTED KP NOTE 1296 2009 2 59 02 PM 3 Gardner 1234 No LetOut 2 12 16 2009 2 58 01 PM 3 Gardner 1234 N Letin 1 12 16 2009 2 56 20 PM WN Open Momentarily Open Momentarily 12 15 2009 11 02 37 AM A Gardner D No Alarm Tamper 1215 2009 11 02 35 AM A Gardner o N Door Close 2 1215 2009 11 02 32 AM 3 Gardner 0 No Alarm Tamper 12 15 2009 11 02 30 AM 3 Gardner o N Door Open z 12 15 2009 10 52 45 AM I ot N Intercom 1 1215 2009 10 52 28 AM A Gardner 1234 N Letin 1 1295 2009 10 48 27 AM 3 Gardner 0 N DoorClose 1 12 15 2009 10 40 24 AM N Close Access Point 1 Close Access Point 1295 2009 10 40 08 AM N Hold Open 1 Hold Open 1215 2009 10 39 52 AM WN Open Momentarily 1 Open M
243. tes EN OSS GUC i a e e O 74 PIG ANY A e e o e 78 GETING STARTED pin 13 Knowing Your Way Around QSX cococcccocccccoccccccoccncccoconononcnnononnnnnnnnonononnnnonanonononcnnonaneninnns 53 What To Do Sept ia 19 E e o ee e a 180 o o q E q A A 152 FENG SOURCES Grap rara iia 152 dae Aielo GaN EE 152 H How To Get Help O O O 52 Om SCR SI e rus e ne 52 NA A A 175 How to Send A Backup To QuikStor enannnnneannnnnannnnnennnnnenrnnnsnrrrrnnnrrenenrrrnenrrrernrrresnrrresnnrrenenni 134 How To Set Tenant For Auto Credit Card Billing 000n00nnnonnnnnnnnannnnnnnennnennnennonnnnnnrnnnersnernnersnrene 61 How To Waive Or Remove Unwanted Fees 133 l Installing QuikStor Express From The Install CD 14 o EE 87 123 Insurance lIs Always Paid With Reinicia lis 108 JEE Te e EE 106 Send All Pre and ee CN 123 send PresGalncel KCNC hissed se sacs colita 123 Stal Game MSU cited reasons 108 ASUTANCELACUMI REPO ois Seta tw ire a ts ch ao a led ch Oa ec MA Ra eA 173 Insurance Activity Report For A Date Range ccccccecceccceccceecceeecececececaeecueecaeecaesceeseaeseaesnass 173 Mc A ea Naren ees eee 41 Wherc do ING NEE 44 Io ie Ee 128 MEMON CUD pene emcee nme Rinne T A 45 LV STATON Ee TEE 170 Jako ere 123 K Key Codes DIOGO ASCO St dia 144 Knowing YOUR Way ge lte USA ia 53 LADES A o en ee ee os eC ene ee me Nee 125 Late Gf eet 32 132 Late Charges By Unit or Last Name csuroesirn r a a aa 167 Bee ge 124 PP e e O E SI 147 Rue
244. that the amount of credit 15 is shown in the Owed column next to Credit Input the TOTAL amount you wish to be applied to the Rent and Charges category Total 15 00 in this case 45 15 60 so have entered 60 Input any other categories you wish to distribute this payment amongst New Paid To Date Sfebf2010 94 If Express forces some money into the Credit field because it would cause a partial months or partial days payment allow it to do so Click OK Next is the payment screen Click to put a check in the Use Existing Credit field The screen will then look like this Payment Type New Pald To Date Amount C One Month C Two Months dake a Different Paymen 32672010 60 00 Furchase Inventory 0 00 TOTAL PAYMENT 3 26 2010 45 00 The credit is applied and the total payment now equals the amount desired Finish processing the payment as normal If you wish to try this process without concerns of what it might do to live tenant data please go to Help gt Training Mode gt Switch to Training Mode and experiment first LINKED UNIT PAYMENT This function is very similar to the regular payment function but allows you to take one payment for multiple units that are linked To get to this function select a unit from your list that is linked to another unit then go the Payment menu and select Make A Payment You will get a wndow similar to this 95 Accept a Linked Payment Bre
245. the New Reservation form will come up allowing you to edit any of the information entered as needed then select the reservation you wish to work with and click on the button When you are finished with this window click on the Y OK button or the X Cancel button to exit without saving UN RESERVE This option will allows you to Un Reserve or delete a truck reservation To use this option select a day from e Un A esere button Click the Yes button to confirm the action or the No button to close without deleting the calendar then select the reservation you wish to remove Click the REPORTS All of your truck module reports are convienently located inside of the main QuikTruck window The most commonly used report the Availability report even has an icon Truck Sales Report T 5 Truck Sales Detail Report T 5 D Truck Activity Report T A Truck Availability Report T V Truck Reservations Report TR Truck Length of Stay T L Manager Activity Log M A L on the main screen for quick access The remaining reports are available by clicking the Reports menu at the top of the main screen as shown in the example to the left e Truck Sales Report T S This report provides a breakdown of all of the monies that have been taken from truck reservations e Truck Sales Detail Report T S D This report is similar to the T S report but provides a a more detailed breakdown of each rental e T
246. the fire 17 09 eg ideo Help Monthly Rent 73 00 Monthly Charges Insurance C Scheduled Rent e Total 76 6 Uther Amount 000 e Free Stuff 1 Moveln More Actual Payment Today 40 00 1 1759 Security Deposit 0 00 Free Dollar Amount Setup Fee l 0 00 Free Inventory Free Security Deposit Miscellaneous Free Setup Fee Total Free Amount 17 89 Paid To Date 17172010 R Print Lease Addendum Credit on Account 0 00 Print Gate Codes Report Total Rent P t Total Payment 0 00 meister es lesa 0 00 Paid Up To 12 24 2009 LCE E A D Credit on Account 0 00 L Specials A Cancel ance 6 Check the Total Payment amount this should now be zero if not also make sure that your Monthly Charges Insurance Inventory and Miscellaneous Options are set to zero there should be no monetary value beside these buttons Also IF you are STRICT FIRST OF THE MONTH you will have to give a free prorate by a Click on the Rent Payment button b Click on the Free Stuff Button c Inthe Free Stuff section put a checkmark beside the Free Prorate option The total below should now read 0 00 7 Ifthe Total Payment is 0 00 click on the OK Button at the bottom of the window 8 On the next screen make this a CASH payment and click the OK Button You are done NOTE This Unit has a paid to date of TODAY you will likely want to change the Pa
247. the system This may be necessary if your deposits and collections do not match at the end of the day This will adjust your Bank Deposit Go to Payments gt Manager Daily Debit Credit Information n n E ATTENTION The following form allows you to make an adjustment to your daily collection You can credit or debit your totals in most of the different income categories for example rent late charges lien charges etc However you cannot allocate money towards monthly charges other than rent PLEASE BE AWARE THAT THIS IS A SERIOUS OPERATION AND WILL AFFECT YOUR DAILY TOTALS Do you want to continue A warning window will pop up before it takes you to the next screen Please read it carefully before continuing on If you wish to continue after reading this message click on the Yes button Click on the No button to return to the main screen First click to choose whether this will be a DEBIT or a CREDIT to the collections for today Note If you need to make both a credit and a debit you must do them separately Manager Daily Debit Credit for 12 30 2009 Next enter the amounts in the box to the right of the Category you wish to debit credit for today This is a DEBIT should subtract Help There will be a running total near the bottom of the amounts from the collection sl the window This is a CREDIT should add the amounts to the collection SS AAA OR a Video Hb Finally check to make sure the amount
248. they have not paid their rent they are considered delinquent Process of sending data from one program to another Rent credit applied for a selected tenant on a future date as specified Same as a keycode A numerical sequence of numbers no greater than nine 180 Gate Hours Inventory Invoices Keycode Late charges Linked units Monthly charges Non standard payment Non Tenant Purchase Notices Other charges Overnight processing Paid to Date Partial Payments Partial Payment Site Pay at the gate PATG Profile QuikPay digits entered on a numerical gate keypad to gain access to a facility Refers to the Hours of operation that your gate will allow access Merchandise items on hand Another word for bills Used to notify tenants when their rent is due Not to be confused with Statements Same as a keycode A numerical sequence of numbers no greater than nine digits entered on a numerical gate keypad to gain access to a facility Group of delinquency charges consisting of charge type Ic Certified delinquency charges are not considered late charges see other charges Associates multiple occupied units for concurrent tracking of payment delinquency and billing processes Recurring charges as applied to a tenant s account appearing on their monthly bill Rent tax is considered a monthly charge although rent itself is nota monthly charge Used to post a partial payment This als
249. to adjust your rent above or below your scheduled rent based on occupancy Go to File gt Unit Setup gt Price Level Setup Start by selecting the Add a New Price Level button and clicking OK This will take you to a screen like the one below that will allow you to add modify or delete a price level setup o Price Levels ke B Level Name Operation Units TotalUnits New Rent Sheduled Rent Specials Hew Price Level Name Allow this Price Level When Vacancy is New Rent f Less Than f Less Than or Equal New Amount 40 00 More Than C More Than or Equal of Scheduled Rent O D Units OR D of Total Units Specials Assign Specials Era conc Once you set up your price levels click the OK button and the screen below will come up Price Levels Setup Clicking the Add Mew Price Levels button below will bring you to the Price Levels form With this form you may View Add or Edit Price Levels Once you have completed adding or editing the price levels Clicking the Next button allows you to assign the price levels to the unit types Add Mew Price Levels 40 Click the NEXT button to bring up the next screen that actually allows you to apply the price levels to the desired Unit Types Price Levels Setup Gn this page you may assign the price levels you configured on the pres NOUS page to each nitty pe Check the box rie Ato 1 the unit type and click finish Mote this action will O
250. to confirm the _ Monthly Charges f 435 transfer TransferFee mm Insurance Total on JI Ss DELINQUENT TENANT TRANSFER QuikStor Express does not allow you to transfer a tenant who is delinquent to a new unit They must be current to be able to transfer If you try and transfer a tenant that is delinquent you will receive this message 99 Information A You cannot transfer a delinquent tenant Please make this account current and try again Click OK and it will take you back to the main screen of Express There are two ways workarounds to this scenario They are explained below 1 Make a payment to get the tenant current Have them pay their outstanding balance before doing the transfer Once that is finished you can then complete the transfer as normal If they are moving to a unit with higher rent the transfer will result in a balance which the tenant will then need to pay If they are transferring to a unit with a smaller rent the result will be a credit that can be applied next time they pay rent 2 The second method would be to change the tenants Paid to Date to current by selecting the tenant and going to Payment Change Paid To Once that is complete finish the Tenant Transfer as normal Then go back in to Change Paid To and move the tenant s Paid to Date back to what it was before the transfer PLEASE NOTE this is not the recommended method as it does not charge an accurate amount of rent for the
251. tomatically print all of the rent raise letters for that date range NOTES This window allows you to put in specific notes about tenants To get to this function select a unit from your list and then go to Tenant gt Notes or click on the Tenant Notes icon in the top right corner of the tenant information window on the main screen The Notes section allows you to enter in notes that do not have a specified field elsewhere in Express You might want to remember a certain telephone conversation or an unusual situation that occurred with a particular tenant Use this option to write tenant notes that don t need to be put in the Special Notes Special Notes are made visible on the main screen of Express at all times For example you may need to indicate that notices need to be sent to a certain tenant one week before rent is due When you open this window it will show you all of the existing notes that you have written about the tenant To write a new note start typing in the box provided then click the Y Append button to save If you do not wish to add any notes at that time or if you ve made a mistake click the X Cancel button EXPECTED MOVE OUTS Expected move outs can easily be entered into a tenant s record within QuikStor Express Below is an explanation of different ways to do this and the reports that reflect this information 114 DURING MOVE IN During the move in process of QuikStor Express you can enter in the date f
252. total for distance is given for one two three four five six to ten eleven to twenty twenty one to fifty and over fifty miles The third part of the report shows the breakdown of tenants at your facility who are male female or other which is used for entities such as companies that rent units at your facility 153 Tenant Sources This section provides three marketing reports having to do with tenant sources Below is a description of each TENANT SOURCES E L C This report lists all the sources of tenancy with number and percentages of tenants referred by each source TENANT SOURCES FOR A DATE RANGE E L D Useful for planning marketing strategy this report shows the sources of your tenants for a given time period TENANT SOURCES FOR REVENUE BREAKDOWN E L O This report shows the source of current tenants for a given time period as well as revenue collected for each source It also lists the percentage of revenue from each source ZIP CODE ANALYSIS E L F This report provides information showing which ZIP codes your tenants are from CITY ANALYSIS E L E This report shows how many tenants you have from each city MILES FROM SITE M F S This report analyzes the distance from your facility that your tenants travel from This report has two sections The first is a breakdown of the move ins for the date range you specified and the other shows all occupants Included in this report is the total number of tenants perce
253. u can click on the Customize Access Y t o em button to bring up a window that allows you to 7 Backup Manager choose which specific options you would like this jw E Mail backup jw E Mail backup to QS Tech Support jw Backup Non Database Files Y Customized Letters Notices user to have access V Usage Logs Iw Archive Database E Training Database Once you are finished with this window click on K QuikPhoto Files the OK button to save the changes and exit or e the Cancel to exit without saving Iw Change Site Setup Y MODIFY DEFAULT TEMPLATES This window allows you to modify the default user templates that are currently within express Begin in this window by first selecting which user access level you would like to work with from the Drop Down Menu at the top of this wndow Your options are District Manager Manager Assistant Manager and Guest Express will not allow you to modify the template for the Owner access level By default the District Manager is selected with the File menu tab selected as well 34 Changing User Templates Template District Manager Truck Module Browse Data Help File Payment Move In Out Tenant Delg Reports W Backup Restore W Backup Database Iw Restore Database Iw Backup Manager Iw E Mail backup jw E Mail backup to QS Tech Support Iw Backup Non Database Files W Customized Letters Notices W Usage Logs Iw Archive Database jw Training Database
254. u must first setup your list of favorite reports by going to Tools gt Select Favorite Reports Here you will see a window with split boxes The box on the left is a list of all available reports The box on the right will show the favorite reports that you have selected To select a report highlight it in the left window and click the button To remove a report from your favorites list highlight the report you want to remove and click the A button select Favorite Reports Source List Sort By Account Number Sort By Bank Number Sort By Last Name Sort By Unit List OF Tenants A Manager Would Least Likely Rent To Again Rent Changes Vacancy by Type Vacancy Redlock and Damaged Check List Check Summary Report Vacancy List by Size Credit Card Detail Report Vacant List with Motes Credit Card Summary Report Vacancy List By Unit Rent and Vacancy Schedule Tenants Who Have Vacated Tenants Who Have Vacated With Balance Geh Favonte Reports ae i S List of Favorite Reports AEE Thee Asil Once you are finished setting up your list of favorite reports Tenant Sources Graph go to Reports gt Favorite Reports option and you will a screen Daily Report similar to the one on the left Daily Report Waiting List d Print TA Preview D Close 4 MI j Favorite Reports Three Available Tenant Sources Graph Daily Report Wang List Highlight the report you would like to review and either select P
255. u no longer have to fill out these forms by hand No need for an inventory of pre printed forms Saves time and money by speeding up the preparation and printing of lease packages and GOLDBOOKO forms Reduces errors by providing built in math calculations default settings for recurring items and charges automatic data transfers from the main lease form to other forms built in error checking and lease expiration reports DRIVER S LICENSE SWIPE INCLUDED WITH QUIKPAY Allows your site to automatically insert the information from a new tenant s driver s license using one of the new QuikReader Three Layer Card Scanners Saves a vast amount of time inputting each move in and or reservation 90 Easy to use simply click a button to use this feature within the move in and reservation screens in QSX QUIKMAP hl Be Create a map of your site Color coding provides a quick status snapshot including occupied vacancy delinquent etc Easily select a unit to work with directly on the map Indicates which tenants are onsite when combined with QuikStor Guardian Keypads When combined with QuikStor s wireless unit alarms it will notify you when there is a tamper or alarm event at a unit Click here to read more about the QuikMap feature in this manual QUIKPHOTO f Store photos of your tenants or anything else QuikPhoto brings digital photography to your mini storage Know who is accessing your facility by taking amp
256. u want to sent a bill for In advance Click on the Y Ok button to save your changes and exit BILLING SETUP This feature allows you to setup multiple tenants at one time to send bills notices and or receipts If your tenant information already includes email addresses you this menu option for quick billing setup Go to File gt Billing Setup Once you have set the above options you should now be able to successfully send bills notices and receipts to your tenants Why Didn t My Express Email Process During Overnight Processing There are a number of reasons why your emails may not have processed overnight Here are a few things to check before contacting QuikStor Technical Support 1 Is your Internet account correctly configured e Confirm that your e mail and Internet work OUTSIDE of the QuikStor program using your email client and web browser Try to send an email from your email client to where you are sending the backup or Daily Report to see if it gets to them correctly 2 Is Internet Setup in Express configured properly File gt Internet Setup e Confirm that you have a facility e mail address an SMTP server name and an account name in the appropriate fields If desired also check to make sure the Send Database Backup to Outbox during Overnight or Send Daily Report to Outbox during Overnight has a check in the appropriate spaces with recipient s e mail addresses properly entered 3 Are there
257. unlink units If you want to link units select any number of units from the left hand side of the window and click the gt Add button If you wish to remove any of these select the units from the right hand side of the window and click the Remove button When you are finished editing this window click the Y OK button Monthly Charges Monthly Charges are charges that you setup to be applied to a tenant s rent category either during a move in or to an existing tenant QuikStor Express can automatically apply a monthly charge such as electricity water or Internet to any or all of your units Here is the procedure on how to set up standard monthly charges Go to File gt Site Setup gt Change Site Setup Select Additional Charge Labels The window that you see will look like this Additional Monthly Charge Labels Additional Income Account NOT for Rent Tax and Insurance Category Labels 1 Wireless Internet 1 Vending 2 Electricity 2 Damage 4 3 Cart Rental 4 4 Er al E E z F On the left side you have seven fields to enter labels for additional charges Starting with number one enter the charges you wish to be able to use on any given unit You are not required to use any or you may use all on any tenant When you are finished click on vi Savet En APPLYING A MONTHLY CHARGE DURING A MOVE IN Now that Express knows what monthly charge labels you wish to use you need to tell it where to apply them E
258. ur document the same way you would resize a text window click to select the image then drag and drop the corner of the image To exit click the Close button 148 ADDING VARIABLES A variable is a pre defined data source that inserts the associated value or text into a selected notice letter automatically Variables are indicated by surrounding bracket symbols while in the word processing edit window For example if had a variable called rent would include it in my report as did in this sentence Go to Tools gt Word Processing Click on the document you wish to edit then on Design Double click in the area you wish to add the variable and a Text Editor window will appear Select the spot where you wish inal to insert the variable and click on this button This will bring up the Expression Builder window which looks similar to this Expression builder 9 ez Expression Tenant Mame laser Data field k Variable fe Function UK Cancel A Within this window click on the Variable button and you will get a window that looks similar to this Variables RA Zel Default i Facility Mame o System variables S Facility Address T W Facility City me Facility State me Facility ZIF me Facility Phone iE Manager Name mE Long Date S Tenant Unit k Cancel x A list of all available variables in Express for this report or letter will be shown Scrol
259. ur facility MASTER LIST OF TENANTS WITH AUTO CC BILLING E J C This report will shows all tenants that are currently setup on auto billing via a credit card It will display the tenant name unit number Paid to Date last 4 digits of the credit card number expiration date and card type MASTER LIST OF TENANTS WITH AUTO DEBIT E J C 1 This report is similar to the credit card report above except it shows all tenants on auto billing using their checking account CREDIT CARDS TO BE CHARGED FOR A DATE RANGE This report can be sorted in the following ways Paid to Date E R 1 Unit E R 1 U Last Name E R 1 L Credit Card Number E R 1 C 160 O O OOO Once the report is run you will be able to see which tenants are scheduled to be charged that are paying with their credit cards BANK ACCOUNT TO BE CHARGED FOR A DATE RANGE This report can be sorted in the following ways Paid to Date B A 1 Unit B A 1 U Last Name B A 1 L Account Number B A 1 A Bank Number B A 1 B Once the report is run you will be able to see which tenants are scheduled to be charged that are paying with their checking account CREDIT CARDS AND BANK ACCOUNT DETAILS E R 2 This report details all of the successful transactions including authorization numbers from the bank or processor CREDIT CARD DETAIL REPORT E C D This report shows all credit card transactions whether they successfully were processed or not It will show the card t
260. ut To Expire To reports homeoffice com fe a a Se a a Se Eeer SS ze x Cancel In this window you have a list of all of the available reports within Express By default they are sorted alphabetically by Alphanumeric Code but you can sort by description or process simply by clicking on the column headers To schedule a report for overnight printing or emailing scroll through the reports and select the report you wish to work with On the right hand side of the screen you will see different options that you can select The first is a checkbox called Process this report during Overnight If this isn t checked the report will not process during Overnight Processing The next box is called Schedule This is the section where you will mark how often you would like this report scheduled to process Schede Every Night Fur Repot Every Night Weekly Sunday e e Monthly Mo Lei Quarterly Han n 1 Jul ei Armually Fstmiamy 12 Fl Date Range In these fields you will enter in the desired schedule of printing emailing for your reports As you can see in the image above you can have it print either every night weekly specifying the day of the week monthly 73 specifying the day of the month quarterly or annually specifying the date You also can put in the date range for which you wish it to print This will specify this report s date range depending on the schedule you want it printed For
261. utton in those screens will be disabled until information is entered into that field Which means you will not be able to complete a Move In Move Out etc until those fields are filled in Once you have selected the items you wish to be required click on the V OK button to save these changes or click on the Cancel to exit to the main menu without saving PROFILE AND SOURCE DEFAULTS This window allows you to setup the default settings of your profile and source lists To select this function go to File gt Site Setup gt Profile And Source Defaults You will see a wndow similar to this Default Settings Default Profile Commercial Default Source Internet E Help Me OF x Cancel 46 Select the item you wish to have as your default in each category from the drop down menus If there is an item that you would like as your default but you do not see on the given list close out of this window and go to File gt Site Setup gt Change Site Setup gt Additional tab There you will be able to add change or delete your Profile or Source lists If you would like more information on these lists please go to page 25 of this manual that works with the Profile and Source lists Once you have selected your default selections click on the Y OK button to save these changes or click on the Cancel to exit to the main menu without saving Destinations Setup This window allows you to setup the destination options for the u
262. vacating tenant report a full statement including the balance owed is shown After they are all moved out when they come back in to the office to make a payment towards their balance you will use the Former Tenant Payment option within Express UNDO MOVE OUT This function will return a former tenant unit to their vacated unit Go to Move In out gt Undo Move Out The Undo Move out option moves a previously vacated tenant back into their unit lt can be used if you accidentally move out the wrong tenant or if the tenant changes his mind during the move out process To undo the move out left click on the unit you wish to undo scrolling up and down as needed Highlight the unit and click Z Unde Move Dut then choose Yes to confirm You can sort by any of the columns by left clicking on the title for that column or you can search for a certain former tenant by entering their last name or unit number in the search field NOTE You can only move a tenant back in if their previous unit is vacant Void a Payment This function allows you tto void a payment made today Select a tenant from your list and then go to Payment gt Void A Payment First check all of the information in the window and make sure it is correct and that this is the payment you wish to void Confirm this Void Payment Payment Breakdown Paul Brandenburg Unit 13 Help Rent 95 00 Amt Due Mo 99 75 Paid To 1 1 2010 Rent Tax 4 75 Balance 0 00
263. vailable in Excel format All customer attachments such as late notices invoices etc are now viewable using Adobe PDF Reader A new notification screen has been added to Express QuikStor can now keep you up to date on the latest updates and features available in Express Express now supports an online back up feature hosted on the QuikStor servers This module is available at a nominal monthly fee Quiklnfo has been replaced with Quiklinfo Plus a full featured second copy of QSX able to run on the same computer at the same time using the CTRL F9 function If you re in the middle of doing one thing move in payment etc you can quickly amp easily switch to any other QuikStor Express function for another tenant Specials and zero dollar reservations have been added as an eCommerce variable A coupon or promo code field has been added to the Specials module An updated splash screen has been added to Express on startup Getting Started Welcome to QuikStor Express the self storage management software written by storage professionals and used by the leading operators in the industry SYSTEM RECOMMENDATIONS If you have not already installed QuikStor Express onto your computer please review this section first These are the system recommendations that your computer should have to comfortably run QuikStor Express SN E IBM Compatible Computer with a 400 MHz processor or higher 500 MB of RAM Memory 10 GB hard dr
264. vate them just close Express and re open it When you log in Express should resume the Overnights where they left off 139 CHAPTER FOUR BROWSING DATA Browse Data The Browse Data menu is located on the toolbar This menu contains a list of viewing functions that allow you to quickly review current information without having to print a report Most of these sets are for viewing purposes only and the information on them cannot be changed through this function Each item on the drop down menu is explained in detail below ALL TRANSACTIONS This function gives you a list of all of the transactions that have been made at your facility These transactions are ordered by date The report shows you the date of the transaction the unit number the tenant s last name the amount the balance type of transaction Paid To Date receipt number and the time the transaction took place This is the only function in this menu that you can do more than just view You can also re print receipts or view a more detailed explanation of each transaction To view a more detailed explanation of a transaction select it from the list and click the A Select button When you are finished with this function click the Y OK button to go back to the previous window You can also re print or email receipts for payments by clicking the Re print Email Receipt button This button will not appear unless the transaction is a payment or another transaction that produc
265. ver no information is passed back to the Express software This means that all reports gate activity and settings must be accessed through your gate system software of choice To have a 3 party gate integration activated in Express please contact your QuikStor account representative for integration pricing and activation QuikStor Kiosk Integration QuikStor Express provides a comprehensive two way integration to the OpenTech Insomniac line of self service kiosks I N S O M N I A E For more information about Insomniac kiosk s please contact kid 3 your QuikStor account representative today or OpenTech Alliance Partner direction by visiting http www opentechalliance com QuikStor Online Reservation Integrations QuikStor Express provides several integrations with online reservation and rental websites that allow your prospects to search and find your facility Depending on your agreement with these online services those prospective tenants will be able to reserve or rent units directly from their websites With the QuikStor Express integration those reservations and rentals will process in Express in real time For more information contact your QuikStor account representative or one of the listed companies below As QuikStor is adding new integrations all the time please contact your QuikStor account representative for a current list of integrations Sparefoot com http www sparefoot com U S Storage Search http www usstorage
266. wn of each report FACILITY SUMMARY REPORT F S R This report provides all of the most important day to day information about your site in a simple one page report You can specify a date range and see a complete breakdown of all collections by payment type cash check CC and payment category Rent Late Fees Inventory etc You can also see how many units were rented vacated current outstanding collections credit free rent given ACTUAL DEPOSITS E R Y This report lists all actual deposits for a specified time period categorized into cash check and credit card totals BANK DEPOSIT BY CREDIT CARD TYPE E R Y 2 Displays a breakdown of transactions that were deposited in the bank by credit card type ANALYSIS OF LENGTH OF OCCUPANCY E L G This report provides an analysis of how long current and former tenants have stayed at your facility It provides totals for each and categorizes them from less than a month to more than three years REPORT ON NOTES E W This report will print out all of your daily notes for a specified time period FACILITY REVIEW WALK AROUND FORM E Y W This is a form that you can use when performing a physical walk around of your facility LIST OF ALL UNITS E Y G This report will print a list of all units in unit order include the size height floor location and door type AMOUNTS OWED E R D This report will tally all the rent late charges other charges credits owed and the total owed Fo
267. ws you to enter a payment that does not fall into any of the payment types on the previous screen In this window you can receive a payment in a dollar amount that does not match any of the pre set payments on the previous screen one month one month late charge two months or outstanding balance You can also assign the payment by category to accounts such as Rent and Charges Security Deposit and Credit 91 Make a Different Payment Gardner Unit3 Assign the payment by category Amt DueMo 76 65 Balance 0 00 Last Faid On 12 4 2009 Last Action security Deposit Credit Paid To 242010 enema Damage Cart Rental Breakdown Owed Paying Rent and Charges Merle 0 00 EN 0 00 Moved In 17 20 2009 sec Dep 25 00 wf OK Total Tenant Notes New Paid To Date e 1fe010 A Cancel Next to Rent and Charges is the Details button If you click this button a calendar will appear which allows you to choose the new Paid To Date that you would like to calculate the payment for QuikStor Express will automatically calculate the correct charge to pro rate to that date This feature works for sites that allow partial payment only Note Do not enter inventory purchases on this screen You will be given an opportunity to enter that after you have completed this section Finally check the amounts you have entered and note the total and new Paid To Date given at the bottom of the window
268. xpress will assume that you do not wish to apply any monthly charges to a tenant unless you tell it to On the Financial tab of the move in process click on the North Charges button This will bring you to a screen that looks like this 102 Monthly Charges for Tenant for Unit 31 Available Monthly Changes Assigned Monthly Changes Amount Wireless Internet Rent Tas fol Electricity gt Total Amount y OK X Cancel Select the Monthly Charge you wish to apply and click on the right arrow 2 button This will move that charge to the right side of this window and allow you to edit how much the charge is for Type the amount in the white area where the cursor is blinking You can then choose another monthly charge or click on OK to continue with the move in If you accidentally enter the wrong amount don t worry Just double click on the dollar amount displayed and Express will let you edit the amount If you wish to remove a monthly charge completely select that charge and click on the left arrow El Click on OK when you are finished APPLYING A MONTHLY CHARGE FOR AN EXISTING TENANT Select the tenant you want to work with On the bottom right side of the main screen select the General tab Click on the Amt Due Mo button That will bring you to this screen Amounts Due Monthly Amt Due Monthly 95 00 Rent Tax 4475 TOTAL 99 75 Rental Rate History Add Remove Charges x Cancel
269. y post rent if a tenant s rent is scheduled to post that day Backup Database This function creates a daily backup of your entire database To perform this function go to File gt Backup Database You can protect yourself against downtime by backing up your data on a regular basis Although serious computer issues do not happen very often and we hope they never do it is still a possibility that some a harddrive failure or virus could cause you to lose key information Planning for such a contingency could save you hours or even days of work re entering lost information Each night during overnight processing Express will automatically create a backup of your database However you may also perform a manual backup at any time of both your database and non database files notices usage logs etc Your database files are saved in the zip format Each backup will be named for the day of the week it was created XXX_MON zip XXX_TUE zip etc This will save a copy automatically to your C drive When you are finished with your backup click the Y OK button SENDING A BACKUP TO QUIKSTOR Sending a backup of your data to QuikStor Support for testing and diagnosis is an easy process Go to Tools gt Support gt Backup Database and Send it to QuikStor You should see a screen like this 134 Information El Congratulations Back Up to C QSa Backup AQS JAN 2010 zip was successful Your data has been sent to your Express Outbox
270. yment Total Rent Payment Paid Up To 12 28 2009 Pa Specials Jf OK X Cancel GENERATING A REPORT OF ALL INSURANCE PREMIUMS COLLECTED Each month end overnight processing prints out an insurance activity report listing total premium payments to your chosen insurance company This report can also be printed manually by selecting Reports gt Monthly Charges gt Insurance Activity Report 107 The Reports gt Tenants gt Monthly Charges of All Tenants report includes all tenants who have insurance INSURANCE IS ALWAYS PAID WITH RENT Insurance is a monthly charge and insurance premiums are listed accordingly in your collection records If you give free rent to a tenant with insurance they must still pay the insurance for that time period e f you give free rent during a move in Express will automatically add the insurance premium to the tenant s initial payment e lf you enter a credit toward rent Payment Tenant Credit to a tenant with insurance then you should enter the full amount of rent plus all monthly charges including insurance Example Each month a tenant pays 30 rent 3 rent tax 6 insurance If you want to give them credit for two months rent plus monthly charges then enter 30 3 6 39 x 2 months 78 QuikStor will then require you to enter an insurance payment of 12 If you enter a debit against rent everything works the same but in reverse for a two month debit enter 30 3 6
271. yment if it doesn t fit into the preset payments You can also add inventory costs to the payment Select a tenant from your unit list go to the Payment menu on the toolbar and select Make A Payment Note Check the information at the top of this form to make sure you are applying the payment to the correct tenant Accept a Payment Tony Gardner Unit 3 Help Amt Due Mo 76 65 Paid To 21 2010 za ES _Balance PA loved 11 20 2009 aaa owed in Video Hel Last Paid On 12 4 2009 e Last Action sec Dep 25 00 Tenant Notes Payment Type New Paid To Date Amount 31012010 76 65 Two Months Make a Different Payment Purchase Inventory 40 00 TOTAL PAYMENT 34172010 76 65 X Cancel First select the payment type that describes the payment received one month one month late charge two months or outstanding balance or click on the Make a Different Payment button if it doesnt fit into the listed payment types If the tenant has a credit on their account it will appear in a highlighted line below the payment type You may check the box next to use existing credit to apply the credit to this payment If there has been any purchase of inventory that needs to be added to this payment click on the Purchase Inventory button and add the inventory purchased When you have confirmed that the information is correct click the Y OK button to confirm MAKE A DIFFERENT PAYMENT This section allo
272. ype tenant information and last four digits of the card number CREDIT CARD SUMMARY REPORT E C S This report provides a summary of all credit card transactions and provides a nice breakdown of how many cards were successfully processed failed fraud etc CHECK SUMMARY REPORT E B S This report provides a summary of all check transactions LIST OF CREDIT CARDS ABOUT TO EXPIRE E J C 2 This option takes you to the processor s website where you can view an online report of all cards that are set to expire This report is not built inside of Express due to PCI compliance regulations CREDIT CARD TRANSACTIONS BY TYPE T C C This report shows you a breakdown of your credit card transactions based on card type MasterCard Visa Discover and American Express A total of all categories is then shown on the bottom of the report Vacancy Occupancy This section is where you will find reports concerning the vacancy amp occupancy of your facility UNIT SUMMARY E S This report displays a summary of your unit types Units are listed in order by size including the number of units floor location door type height scheduled rent daily rental rate total rent possible total square feet 161 and rent per square foot Also listed are the totals for the possible monthly and annual income average rent per square foot and per unit UNIT SUMMARY BY UNIT TYPE E S 1 The same as the E S report except this categorizes the summary by unit

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