SiteLink Web Mobile Edition Overview of Features
Contents
1. 3 On the Edit Charges and Payments screen add the new charge by selecting the newly created charge from the list See example below 4 Add the amount of the charge If you wish to add a prorated amount use the Prorate calculator to determine the amount and enter it here 5 Quantity should be One 1 6 The Charge Start date should be the same as the rent Due Date 7 The Rate under Recurring Billing is the cost for insurance on this Unit for One Month Edit Charges and Payments Descnption End Quantty Charge Discount Tax Balanca Payment Credit E l L Totals 0 D 0M 0 00 Delete Edit Selected Charge Add New Charge Dascnption Invoice Fee Late Fee Late Fee 2 Lock Cut Fee NSF Fee Outstanding Fee Balance Rent Reserveton Fee T exe Mabile Transfer Fae Waler and Electne 26 ax Mobile 000 Chege Quontty 0 00 Total afer Taxes Thu Jul 19 2007 7 Stay e Jul 31 2007 Recurring Billing 000 Rate 1 a Quontity S Print Pori Thru New 7 31 2007 Previnsss 7 31 2007 100 8 Click the Add New Charge Button 9 Click OK to return to the Payment Screen 10 On the Payment Screen click OK to complete the transaction 12 The new charge will be created each month when the rent charge is created Note See page 30 and 31 page 145 in the SiteLink Web Edition User Manual for information on reporting 27 Adding the Additional Recurring Tax C2. 4 In the Edit Charge Defaults screen change the description for the recurring charge to something like Tax Mobile Leave the Amount field blank since the charge amount may vary 5 Make sure to check the checkbox Currently Used 6 If you wish to allow the Insurance charge to be prorated on Move In check the checkbox Prorate at move in only used for First of Month Billing w Edit Charge Defaults Tax Mobile Recurring Charge 6 Default Description Tax Mobile Description 0 00 Amount 0 000 Tax 1 Rate like 5 000 0 000 Tax 2 Rate like 5 000 0 00 Total Recurring Charge 6 4085 X Account V Currently used T Apply at move in V Prorate at move in Changing charge defaults only affects new tenants Edit tenant default fees separately i Refresh vw OK X Cancel 24 Click OK to create the new charge Now that the charge has been created it can be added to an existing Unit or added to a Unit at Move In If you transfer the tenant to another unit the recurring charge will be prorated based on the transfer date and any credits or charges will transfer to the new unit 25 Adding the Additional Recurring Tax Charge to Existing Tenant Mobile Unit 1 Adding new recurring charge to an existing unit Go to Payments and select the Tenant from the list and Click on the Next button 2 On the Payment Screen click on the button Edit Charges and Payments
3. Documents Converta Design Tim Funk Design Kent Tewell 561 207 7368 Ext 704 kent letgroup com L E T Group Digitech Intl Alltec Industries Inc Weissmann amp Zucker http www smdsoftware com technicalSupportHardware htm Contact 602 749 9370 info opentechalliance com www opentechalliance com Helen Huynh 800 774 6462 Ext 4951 hthuynh paypros com Sherry Shive 561 798 3301 Ext 123 sherry msnps com Harry Johnson 800 208 2964 sales achxchange com Harry Johnson 800 208 2964 sales achxchange com Chuck Slagle 888 223 3726 cslagle baderco net Pete Johnston 800 528 1056 PJohnston MiniCo com Lee Fowks 866 303 3992 lfowks ponderosainsurance com Charles Crutchfield 919 233 6764 ccrutchfield accountabledocs com Ms Kelly Johnson 919 653 4382 Kelly Johnson convertadesign com Tim Funk 520 906 3757 timfunk gmail com 800 523 9504 sales digitech intl com 800 325 4283 sales alltecindustries com Scott Zucker 404 364 4626 scott wzlegal com We will continue to supply you with the most advanced software in the industry Please call our office with questions about our partner vendors at 919 865 0789 extension 0 Thank you Your SiteLink Team Hidden Functions Screen CTRL SHIFT FUNCTION Page Number Edit Ledger S Show Setup prepaid security deposit button Page 2 Maintenance T Show Mo
4. Tenant from the list and Click on the Next button 2 On the Payment Screen click on the button Edit Charges and Payments 3 On the Edit Charges and Payments screen add the new charge by selecting the newly created charge from the list See the screen shot below 4 Add the amount of the charge If you wish to add a prorated amount use the Prorate calculator to determine the amount and enter it here 5 Quantity should be One 1 6 The Charge Start date should be the same as the rent Due Date 7 The Rate under Recurring Billing is the cost for insurance on this Unit for One Month Edit Charges and Payments Descnption End Quantty Charges Discount Tax Balanca Payment Cradit Totals 0 00 00 0 00 00 000 0m 0 00 Delete Edit Selected Charge Add New Charge 3 Print Descnption surance Mobile 000 Chege Admins ative Adusiment 1 quantity Pow Thru ah Achninistrabve Fee Auction Fee K ues Delivery Fee i Thu Jul 19 2007 7i Stay Previous 0 00 Total afer Taxes 7 31 2007 Extended Hours X Insurance Mobile J g Jul 31 2007 Invoice Fee 4 Recurring Ging Late Fee Recurring Billi Late Fee 2 000 Rate Lock CutFee Quont NSF Fee 7 31 2007 20 8 Click the Add New Charge Button 9 Click OK to return to the Payment Screen 10 On the Payment Screen click OK to complete the transaction 11 The new charge will be created each month when th
5. Map Defaults The defaults screen allows you to set the number size and color of the map circles displayed on the map To show a circle on the map check the box next to the circle number enter the desired size in the Radius box and pick the color from the dropdown list You can also select whether the measurement units of the map are calculated in miles or kilometers from this screen These units affect the radius of the map rings Panning is the ability of the map to shift what part of the map is displayed when the user clicks near the edge of he map By default this feature is turned on If panning is enabled it is possible to move the focus of the map away from the site If this happens you can use the Zoom to Site button to return to the original display mode When the map is first displayed the location information for the storage site can be shown in an information bubble If you do not want to display this information at start up then this feature can be turned off by selecting the Hide Info at Startup option 17 This information is taken from Appendix C Mobile Edition Supplement of SiteLink Web Edition User Manual Appendix C Mobile Edition Supplement Web Edition Mobile Insurance for Portable Units To use Insurance with Portable Units we need to first create a new recurring charge 1 Click on Company Setup Checklist and Charges to open the Charge Defaults screen Find an existing p
6. Unit Notes Reord e Form Setup Backup eorder 2 Invoice 5 Credit Cards 5 Expired Credit Car fa Move Out Cut the Lack Overlock Utilities SiteLink Site Online 10 2 2007 12 09PM 13 If they already have the Program open a reminder will appear see above for the Bulletin Board If they select the reminder the message is displayed on their Bulletin Board SiteLink Bulletin Board E p E Date Subject it D 10 2 2007 Welcome to the Presentation i2 Refresh 5 Print Hide Dismissed 36
7. Delete a Ludger H Settings Ti sccoum 2 amp a X Concel Add Prepaid Security Deposit Hidden Function A hidden feature exists to add Prepaid Security Deposits to the Tenant s Ledger On the Edit Ledger screen shown above press the following key sequence to display the hidden button Control Shift S The dialog box shown below will open Enter the amount of the deposit and click OK w Setup Security Deposit Unit B04 Existing secunty deposit cash basis 0 00 Add Prepaid Secunty Deposit Date 7 27 2007 Amount I wv Ok X Cancel The above is taken from Page 110 of the SiteLink Web Edition Installation and Setup Guide This feature is used when adding Security Deposits after a Database Conversion If the conversion does not bring over the Security Deposit OR when moving a Customer back into a Unit after moving them out and needing to show the Security Deposit as paid Show Move ledger button Maintenance CTRL SHIFT T Go to Company Setup Checklist Maintenance On the Maintenance Screen press Ctr Shift T Maintenance t Update charges for all tenants l2 Replace local cache database E Inspect the local Configuration File Ez Import SiteLink forms to SiteLink Web Edition ci Move Ledger to Another Tenant This feature allows the Linking of Units that are separate Example Two different Tenants from the same company that choose to have one Invoice sent to
8. Link will save your settings The next time you return to the map your settings will be restored Finding your way around On the Map Toolbar you are presented with several buttons with effect the view of the map From right to left they are Zoom out this button decreases the zoom level Zoom in this button increases the zoom level Zoom to site this button will restore the zoom level to the start up level Print this button will print the current view of the map View Hide Stats this button will display the statistics for the map which include the number of customers within each ring on the map as well as the total number of customer on the map and the number of addresses that can not be mapped Clicking the button again will hide the statistics box Refresh This button will clear and redraw the map circles and recalculate the statistics Set Defaults this button will display the Set Map Defaults screen where you can set the number size and color of the map circles to be displayed You can also set the measurement units for the map miles or kilometers whether panning of the map is allowed and whether the site information is to be displayed at startup Items on the Map Each customer is displayed on the map by a pushpin icon The icons are color coded red for residential customers and blue for commercial customers Double clicking a pushpin will display the details for the selected customer 16 Setting the
9. Show Bulletin On 10 2 2007 X a fl Body Welcome to the SiteLink Web Edition Mobile Presentation M Require User To Dismiss Show On ci poreatouny Scheduled Date October 02 2007 Background i Color Bulletin b Icon Priority Normal yf OK X Cancel 7 You will be returned to the Reference Site Picker Click Next to continue 8 The Bulletin Board will open and display your message title and date Sitel ink Bulletin Board lees Number of Sites 2 Reference Site Code DEMO SiteLink Site NC 3000 Highwoods Blvd Raleigh NC i Oate Subject st 10 2 2007 Welcome to the SiteLink Bulletin Board 2 Refresh D 10 2 2007 Welcome to the Presentation 5 Print mld Q Edit w Delete 9 Close the Bulletin Board and then close the Reference Site Picker 10 When you are returned to the Sites List close the screen 11 Close Corporate Control Center unless you have other changes to make 35 12 When the Users at the Site s you selected log onto SiteLink the bulletin board will display your message s w SiteLink Navigator File Yideo Tools Help Operations 3 Adjustments 3 Company Reports Setup Graphs Checklist Bulletin Board A APENE f Unit Setup Modify Units Receipts H Prorate Calculator Map gan Gate Setup Edit Rent UPDATE Inventory Revenue z2 Refresh Data HF Setup Manager 0 3 Live Update MAINTENANCE RE PRINT
10. a Corporate Office for payment Transfer Lease from One Tenant to Another BE CAREFUL Transferring a lease should only be done to correct a mistake in moving the wrong tenant into a unit or to combine Units for billing purposes Tenant Name amp Address If the tenant name and address does NOT exist first create it by going to Operatons Tenants HE Transfer Lease Moye Unit 219 From Tenant 7 To Tenant Pitt B Pitt B 6496088064 1245343360 Name Gate Code Unit Name Gate Code Berry H 7944280064 RV004 Aniston J 7311853568 Chan J 3969039360 105 Berry H 7944280064 RivOo12 Borgnine E 654321 Gooding C 7673359360 215 Chan J 3969039360 Hecker M 9263637504 216 Transfer Jackson 5615706112 106 Cowell L 7421337600 211 Douglas M 9150699520 220 Gooding C 7673359360 Jagger M 4016860160 100 Hanks T 1302888064 Jordan M 2457129984 283 Hecker M 9263637504 Kidman N 3607011584 R202 Jackson S 5615706112 KIOSK 146235 B01 Pitt B 1245343360 222 Pitt B 6496088064 219 Jagger M 4016860160 Spielberg S 8036558336 RW001 Jordan M 2457129984 Zeta Jones C 6206187008 102 Kidman N 3607011584 KIOSK 146235 Norton E 4150343424 1245343360 Spielberg S 8036558336 Zeta Jones C 6206187008 2 2 Refresh TRANSFER SCREEN Go to Company Setup Checklist Maintenance and on the Maintenance Screen press the following keys Ctr Shift T and the next screen will appea
11. e rent charge is created Note See page 30 and 31 page 145 in the SiteLink Web Edition User Manual for information on reporting 21 Adding Insurance Recurring Charge to a Mobile Unit on Move IN 1 Process the Move In as normal from the Reservation screen 2 On the Charges screen add the new recurring charge by checking the checkbox Reservation Account Aniston Jennifer Stendard Rote 75 00 Initial Rent 31 45 Tenant s Rote 75 00 Additional Rent 0 00 Movein 7 19 2007 Finish onlv To Dispatch Self Storage anaw a C Daily o0 w E ejet C Weekly Monthly Fee a Et r Semi Annually E1 Water ana Eiectic ooo jr f a LP Anwoly ET Extended Hours o0 r Ss ELI insurance Motile 1 ow ejr At Tax Mobie 00 fs 3 E nes SubT 31 45 Gp ubTotel Payment Billing Tax 0 00 fF Never Tax Rent ox Exemo Total 31 45 s Print Lease Invoice F Send anina 2 E Mail Lense F Chere invace Fee Invoice Days WV Fins Auto na Next Payment 150 00 Next Payment Due August 01 2007 Recurring Payment 75 00 22 3 Next click on the Plus Sign next to open the Edit Recurring Charge screen to enter the amount of the charge see below 2 Edit Recurring Charge Start End Discount Tax 7 19 2007 7 31 2007 0 00 0 00 Insurance Mobile Standard Rete Tenant s Rete Reset to Defaults 4 Enter the Rate for the insurance on this Unit for One Month in t
12. fa SiteLink SiteLink Web Mobile Edition Overview of Features SMD Software Inc 3000 Highwoods Blvd Suite 120 Raleigh NC 27604 Phone 919 865 0789 Ext 2 Fax 919 865 0795 Contact Technical Support support smdsoftware com Contact Sales Team sales smdsoftware com Visit us on the Web at www smdsoftware com December 2007 SiteLink Helpful Contacts Thank you for working with our SiteLink Web Edition We want you to get the most out of your software Use the hyper links to ensure SiteLink Web Edition runs smoothly Call the partner vendors to integrate their services into SiteLink Web Edition They add to the bottom line and cut operating expenses 1 Web Edition Download http demo smdsoftware com Web Edition Video Training http www smdsoftware com click on Tntroduction to SiteLink Web Edition 2 3 Web Edition Manuals http manuals smdsoftware com 4 Hardware Requirements Service 5 Insomniac Kiosk 6 Credit Card Billing Merchant Accounts 7 ACH bank draft 8 Insurance 9 Electronic Mailing 10 Web Design 11 Gate Access Call SMD for others 12 Leases Legal Company Opentech Alliance Payment Processing Merchant Services Network Money Transfer Systems Money Transfer Systems Bader Insurance MiniCo Insurance Ponderosa Insurance Accountable
13. harge to a Mobile Unit on Move IN 1 Process the Move In as normal from the Reservation screen 2 On the Charges screen add the new recurring charge by checking the checkbox Move In Account Unite Charges Aniston Jennifer P Add Penads Stonda Reie 76 00 Initio Rent 1590 Tenant s Rete 75 00 vw Remove Addhonel Rent 0 00 Haden 7 18 2007 Security Deposit ooo Self Storage Fees 000 C Daily Merchandise O00 C Weakly G Morthty C Guartarly C SemiAnnuelhy HT Water and Electric Annually HT ExtandedHours Business Hours gt Time Zane EIT hsurence Mobile All Keypads Keypad Zone HT TeocMabile 2 Notas SubTotol ba Payment Billing Tex S T NaverTox Rent F tox Eyer Total i 3 FrintLeese Invoic T Send on Invoice Fe E MoilLense T Change lrvnica Fee Invoices Days vt Eiir Auto BiN None O OedtCord ACH Bank Dabit Neat Payment 159 00 so Edt Next Payment Duas August 01 2007 Pecurnng Paymert 75 00 Ladger kii Settings 28 3 Next click on the Plus Sign next to open the Edit Recurring Charge screen to enter the amount of the charge see below s Edit Recurring Charge Prorate BJ Start End Queantty Price SubTotal Discount Tex zaer 77312007 1 0 00 0 00 0 00 0 00 Tax Mobile Stenciond Rote 0 00 Tenants Rate 0 00 Quanity Pariods E 4 Roseti Detoulte 0 00 000 000 4 Enter the Rate for the Additional Tax on thi
14. he field on the left labeled Tenant s Rate 5 Enter the Prorated amount in the field on the right labeled Price 6 To determine the prorated amount use the Prorate calculator Prorate E Proration Calculator Setup Rent 0 00 Daily Taxed M 0 00 Weekly Wed MM 18 2007 Total 0 00 Monthly kovai Hova Out From 7 18 2007 7 1 2007 Daraan ofS Through 7 31 2007 7 18 2007 Start Wed Jul 18 2007 Days 14 18 End Wed Jul 18 2007 7 Discount 0 00 0 00 Proration 0 00 0 00 Days 1 i Amount 0 00 af Close 7 Click Close when all fields are completed to return to the Reservation screen 8 Complete the remainder of the Reservation Move In process as normal 9 The new charge will be created each month when the rent charge is created 23 Web Edition Mobile Additional Tax for Portable Units For locations that use multiple tax rates on rent in addition to the two 2 provided such as a Zip Code dependant Tax Rate this tax can be added at move in by following the procedure below To use Additional Tax with Portable Units we need to first create a new recurring charge 1 Click on Company Setup Checklist and Charges to open the Charge Defaults screen 2 Find an existing pre defined Recurring Charge that is not currently in use in this example we used Recurring Charge 6 3 Highlight the charge description and click Edit
15. ing the Move In and a new Tenant Record was created instead of utilizing the existing Tenant After making the selection and pressing the Transfer Button the above message will appear asking you to confirm the transfer 8 Show Reverse Daily Close button Utilities CTRL SHIFT R Go to Company Utilities On the Utilities Screen press Ctrl Shift R Utilities E mail SiteLink Technical Support Reset Computer Clock from Internet Time Servers t Inspect Charges 2 Replace Entire Local Cache Database bin i 2a Update Charges for All Tenants Edit Tenant Settings Edit Tenant Fees ig Network Diagnostic Tools Se Bes Performance Checklist Ee Inspect the Local Configuration File View All Log Files B View the Current Log File D Reverse the Last Daily Close This feature allows the last Daily Close to be deleted or reversed By reversing the close the manager can now delete charges and or payments which otherwise would not be permitted after a Daily Close Show Move ledger button Utilities CTRL SHIFT T Go to Company Utilities On the Utilities Screen press Ctrl Shift T Utilities E mail SiteLink Technical Support Reset Computer Clock from Internet Time Servers t Inspect Charges 2 Replace Entire Local Cache Database bin i 2a Update Charges for All Tenants Edit Tenant Settings Edit Tenant Fees 3g Network Diagnostic Tools See Performance Checklist Eo I
16. nspectthe Local Configuration File View All Log Files B View the Current Lag File E Move Ledger to Another Tenant This feature allows the Linking of Units that are separate Example Two different Tenants from the same company that choose to have one Invoice sent to a Corporate Office for payment 10 Allow selecting CA as backup destination Backup CTRL SHIFT B Go to Company Backup On the Backup Screen press Ctr Shift C to allow backing up to the C drive No button will appear but the backup will be allowed to the C drive MV Show only the last 30 backups List Date Time Backup Restore Type Success By 2 Refresh 8 Print Select Destination Photos p7 Backup E Restore This feature allows you to backup to your local C drive Normally backups are done on a CD Rom or Flash Drive to ensure the safety of the data 11 Allow edit of move in date rent start date Ledger Settings CTRL SHIFT D Go to the Edit Ledger screen from either Payments or Adjustments and select a tenant or Unit On the Edit Ledger Screen press Ledger Settings to go to the Ledger Settings Screen and then press Ctr Shift D we Ledger Settings Billing Penod Daily Weekly Monthly C Quarterly C Semi Annually C Annually Administrative Fee 10 00 204 akef akflealf oajwrfaworfjo aj Fees Late Fee 1 15 00 Late Fee 2 10 00 Late Fee 3 C
17. on the pull down list Insurance Mobile and Tax Mobile wn Recurring Charges Reporting Date Unit Name l o Ending Balance Select Period Payments C Daily Tax2 Weekly Monthly C Quaneily Filter Show C Semi Semi Annually Water and Electric bi Annually Stait amp End Dates Water and Electric Extended Hours Insurance Mobile Tax Mobile July 2007 7 Click ORK to create the report 30 8 Sample report below for Insurance Mobile Printed on Teesdiy 24 17 2007 45304PM Recurring Charge Activity Insurance Mobile Sunday July 01 2007 Tuesday July 17 2007 TE 910 355 000 Sahn Ae Quocsy Toui ETSI 100 00 1 m0 aw oi om Ow ow 9 Sample report below for Tax Mobile Recurring Charge Activity Tax Mobile Pee ean en E E AN Sunday July 01 2007 Thursday July 19 2007 SiteLink Site 3000 Highwoods Bivd Raleigh NC 27604 TEL 919 865 0789 Beginning issued Ending Unit Name Rete Quantity Total Balance Change Taxi Tax2 Credits Payments NSF Balance PaidThu MoveOut 15 00 000 731 2007 100 Jagger M 75 00 1 75 00 0 00 15 00 Totals 1 0 00 15 00 0 00 000 000 15 00 000 000 10 A Custom Report that breaks out the Tax Mobile recurring charge by Zip Code is available from SiteLink Technical Support by request 31 SiteLink Web Edition Bulletin Board 1 Log onto Corporate Control Center we Corporate Control Center File Tools Help Site Managemen
18. r If you have a larger database it may take up to a minute for the screen to completely fill in DRAG amp DROP Use your mouse to select the Unit on the left side of the screen and on the right side of the screen destination select the Tenant Name to move the Unit from one tenant to another to change the ownership of a lease Be sure to click on Save amp Exit before closing the window Move Unit 219 From Tenant To Tenant PRE ALB 6496088064 1245343360 Nome Gate Code Unit Name Geta Coda Unit Beny H 7944280064 R004 Aniston J 7311853558 Chan J 3969039360 105 Bary H 7994280064 R004 RIZ Borgira E 554321 Goading C 7673359360 215 Cher J 396903930 105 Hacker M 9263637504 216 5 AMOR Jackson 5615706112 106 Cawell L 7421337600 211 Douglas M 3150699520 221 Gooding C 7673359350 215 Jogger M4 4016850160 100 Hanks T 1302884064 Jordon hi 2457129984 83 Hecker M 9263637504 216 Kidman N 3507011584 RY202 Jackson S 5615706112 106 KIOSK 146235 801 211 Pit B 1246343360 222 220 Pree 6496088064 219 Jagger M 4016860160 100 Spelberg ke 80365 6 Riit Jordan M 2457129554 285 Zete Janes C 6206187008 102 Kiman MN 3607011564 R202 KIOSK I 146235 BM 4180343424 3 1245341360 222 ranster e 8036550336 ROO 62061867008 102 In the example screen shot above the fictitious Tenant named Pitt B is listed twice on the left side of the screen with a Unit Number 222 and 219 next to each name An error was made dur
19. re defined Recurring Charge that is NOT currently in use Highlight the charge description and click Edit In the Edit Charge Defaults screen change the description for the recurring charge to something like Insurance Mobile Leave the Amount field blank since the insurance charge amount may vary depending on the coverage selected Make sure to check the checkbox Currently Used If you wish to allow the Insurance charge to be prorated on Move In check the checkbox Prorate at move in only used for First of Month Billing w Edit Charge Defaults Insurance Mobile Recurring Charge 5 Default Description Description 0 00 Amount 0 000 Tax 1 Rate like 5 000 0 000 Tax 2 Rate like 5 000 0 00 Total Recurring Charge 5 4084 X Account V Currently used T Apply at move in V Prorate at move in Changing charge defaults only affects new tenants Edit tenant default fees separately i Refresh vw OK X Cancel 18 Click OK to create the new charge Now that the charge has been created it can be added to an existing Unit or added to a Unit at Move In If you transfer the tenant to another unit the recurring charge will be prorated based on the transfer date and any credits or charges will transfer to the new unit 19 Adding Insurance Recurring Charge to Existing Tenant Mobile Unit 1 Adding new recurring charge to an existing unit Go to Payments and select the
20. s Unit for One Month in the field on the left labeled Tenant s Rate 5 Enter the Prorated amount in the field on the right labeled Price 6 To determine the prorated amount use the Prorate calculator Prorate B Proration Calculator Setup j Rent 0 00 Daily Taxed Vv 0 00 Cc Weekly wed 18 2007 Total 0 00 Monthly ovala Move Out 3 From 7 18 2007 7 1 2007 DESEO vE SeN Through 7 31 2007 7 18 2007 Start wed Jul 18 2007 Days 14 18 End Wed Jul 18 2007 v Discount 0 00 0 00 Proration 0 00 0 00 Days 1 Amount 0 00 oY Close 7 Click Close when all fields are completed to return to the Reservation screen 8 Complete the remainder of the Reservation Move In process as normal 9 The new charge will be created each month when the rent charge is created 10 A Custom Report that breaks out the Tax Mobile recurring charge by Zip Code is available from SiteLink Technical Support by request 29 Running the Recurring Charge Report for Tenant Mobile Units l 2 Go to Reports Management Choose Recurring Charges Set the Reporting Date you wish to use Set the Select Period you wish to use Set the Sort By setting At the bottom right set the Filter Show to select the recurring charge you wish to run the report for In the example below the two recurring charges that were added are listed
21. t Site Information Banking Bulletin Board Accounting Form Setup Credit Card on Modify Rent ACH Bank Debit Program Defaults y Tenant Defaults Security Levels Discount Plans Employees Charges Revenue Manager fni 6 f 8 m a Merchandise 2 Past Due Schedule Certified Mail Marketing Responses Batch Printing Insurance xy Gate Setup E Web Template Configuration oF 2 Click on the Bulletin Board button 32 Corporate Reports Reports Accounting Export mag Accounting Corporate Log On Security Policies Al Users 3 Select the Sites that you wish to see your message and then click Next s eat Sites List Select Sites Corporate Owner SMD Software Inc Code i Arna Pagon Etoat Fha Sialink Sta NC NO Roleigh 3000 Highwoods Bhd 313 865 0789 SiteLink Nc NC Agieigh 4000 Highsnods Btu 3194 545 0789 K Bex Newt 4 Select the reference Site and click Next 33 5 The Bulletin Board will open Click Add to enter a new message SiteLink Bulletin Board Number of Sites 2 Reference Site Code DEMO SiteLink Site NC 3000 Highwoods Blvd Raleigh NC i Date Subject ist F 10 2 2007 Welcome to the SiteLink Bulletin Board a Refresh 5 Print 34 6 Enter your message in the fields provided and then click on OK Bulletin Board Subject welcome to the Presentation amp Prin
22. tate VA Last Name Adams SS 999999999 Address fi 234 Mercury Dr Date ot Birth 6 6 2006 City Elizabethtown State IVA Postal Code 34652 Residential C Commercial Country USA Phone 919 999 9999 I Tax Exempt Company PO Tax Exempt F Use the Company Name as the Tenant l Do Not Accept Checks E Mail none none com F Never Lock Out at Gate Gate Code 2122004224 J Make Random Code Tenant Note armen aperos 7 ox Komen N This feature allows you to test a 3 track reader to verify that the device is functioning 14 The below information is taken from Page 130 Paragraph 7 of the SiteLink Web Edition Installation and Setup Guide Microsoft MapPoint Map Interface Web Mobile Edition Only a If your default MapPoint Map is not located in the default location or is on a Network drive go to Company Setup Checklist Portable Storage screen and open the Mobile Setup screen shown below OE Mobile Setup kdg Trucks Delivery Areas Barcode Reader Scheduling and Routing b To set the default map location click on the Scheduling and Routing button c The Portable Setup Screen shown below will open d At the bottom of the screen click on the Browse button to locate the map you wish to use Portable Setup Scheduling Parameters Routing Porometers Opirnize Scheduling Time Auto route only incetned annes Optenize Scheduling Distance C Avto ro
23. to Operations Past Due Tasks Screen On the Past Due Tasks Screen press Ctr Shift R OR Ctrl Shift W Past Due Tasks x Setect o Tork Ovetock List Task Dey Foo Lenar Name 6 Conpary Unt FreesDiue TowiDue Deyleo a Fenash Oro o10s Conon toe man 12500 ajam Reverse Overock CHeckar Manus 26 14010 206 60 55 Post Due Notre 4 x OSpeberg Seven Revo 2500 275 00 5 a 2 k Revere Post Due Notos Odman Nicole RE 225 00 2750 5 C Labels 6 Cu tha Lock z0 100 ONEK NSA Cpartach Allarc B11 13000 Imo 5 Amme uthe Lock DiBerry Halle Vigie Mig Co ana 2500 2 m 5 Certified Med insurance Cancellation Notice ral gm Latinos Revere hnsurence Cancale Vedat BB Lich Lenor Ej x Senior Reverse Lien Leter wanes Selector Ba D Cee Oi virara oS Core This feature is normally used after a database conversion when using SiteLink Web Edition for the first time If there are multiple Past Due items shown on the Reminders Screen that normally should be done in a certain sequence ie Lien Notice before Auction Notice This function will allow you to reset the Past Due Events 13 Show Test drivers license swipe button Tenant Edit CTRL SHIFT D Go to operations Tenants On the Tenants Screen select the tenant and click Edit On the Edit Screen press Ctr Shift D Primary Address Alternate Additional Mr Ms Drivers License 999999999 First Name Morticia Middle License S
24. ut Lock Fee 10 00 NSF Check Fee 15 00 Auction Fee 20 00 Rates Quanti Quantity Rent 65 00 Water and Electric Extended Hours 4 A Retresh Billing Purchase Order o V Never Tax Rent Invoice Send an Invoice F Charge Invoice Fee Invoice Days Before Due Scheduled Rate New Rent 0 00 Effective Date z Lease Lease Number 1008 Lease Date 9 25 2007 Move In Date 9 25 2007 Pent Start Date 9 25 2007 Auto Bill None C Credit Card C ACH Bank Debit Edit LE Auto Bill On Day Past Due dalada BASICS 4 Start a new recurring charge by adding anew charge from the Payments screen Stop a recurring charge by setting its rate to 0 00 Status F Locked Out at Gate F Overlocked M Had NSF Check Late Fees Marketing Q Marketing Gate 204 l Never Lock Out at Gate X Cancel This feature allows you to change or coordinate the Start Date of Rent Normally you should not have a rent date before the Move In or Lease Date Late fees 1 2 3 are fixed amounts shown above Late Fee 1 is a percentage of rent Late fees 2 and 3 are fixed amounts Late fee 1 conforms to the California Late Fee Schedule Percentage Late Fee Settings J0 Late fee percentage like 5 000 Business Hours Time Zone All Keypads Keypad Zone 12 Show Reset Past Due Events button Past Due Tasks CTRL SHIFT R Go
25. ute only within defined radius 3 a 3 20 4 Minutes required to load a unit on a truck atthe warehouse ROME resins irak 25 Minutes requiredtta drop aunt ata site 20 H Minutes requirsc ta pick up auni ote site 30 4 Minutes required to change a unit door position ona tuck RoSA x l Require entering credi cord data whan moking a resarvation 00 AN Starting time of he litstdelivery in dey Require scheduling o picko when completing o delivery 8 4 Meccmum allowed hours deny truck F Require entenng zone location upon completing e move F Require entering tow aise location upon completing a move ii Maxumum allowed tips clay facility 380 H Maximum days a unt cen reman et este MapPoint Fath to detaut map Using the Microsoft MapPoint Map Interface Web Mobile Edition Only You MUST have purchased and installed Microsoft MapPoint 2002 or later in order to use this interface To purchase this product contact your local software retailer or Microsoft The very first time you display the map the system default settings are used These settings are Map measurement units are in miles Display 4 map rings with a radius of 1 3 5 and 7 miles Map rings are in blue The information balloon for the site is visible Panning of the map is not allowed Oooco You can change the defaults by clicking the Set Defaults button This screen is described in detail below When you exit the map Site
26. ve ledger button Page 4 Utilities R Show Reverse Daily Close button Page 7 Utilities T Show Move ledger button Page 8 Backup B Allow selecting C as backup destination Page 9 Ledger Settings D Allow edit of move in date rent start date Page 10 Past Due Tasks W or R Reset past due events Page 11 Tenant Edit D Show Test drivers license swipe button Page 12 Additional Information Microsoft MapPoint Map Interface Web Mobile Edition Only Page 15 This information is taken from Page 130 Paragraph 7 of the SiteLink Web Edition Installation and Setup Guide Web Edition Mobile Insurance for Portable Units Page 18 Web Edition Mobile Additional Tax for Portable Units Page 24 This information is taken from Appendix C Mobile Edition Supplement of SiteLink Web Edition User Manual SiteLink Web Edition Bulletin Board Page 32 Show Setup prepaid security deposit button Edit Ledger CTRL SHIFT S Go to Adjustments Edit Ledger and select a tenant or Unit On the Edit Ledger Screen press Ctr Shift S w Edit Ledge Paymems Payme Daa Pacsipt 206 6 2007 69 Qurent Que ooo Paid Thru 6 30 2007 Next Paymert 75 00 EA Preview Receipt Billing Monthty Rental Rate 75 00 GB Dele Payrnent OQverlocked Lease 1008 aes f Tronster Paymantto Lease Dotie 6 7 2007 gt Ancther Unit Type Sef Storage Sire 10x10 Aras 100 0 Adjust Add Prepaid 206 ra Notes t Charges Security Depasit Ledger
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