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Rental property manager: Setup default options allows user to customize planner, assets, dimensions and categories

Introduction
->> Rental Property Manager
->> Features
   
Getting Started
->> Setup RPM for New Users
->> Setup Default Options
->> Creating Custom Fields
->> Invoice and Receipt Layout
->> Recycle Bin
->> Menus
->> Screens
   
Manage Property Data
->> Add/Edit Property
->> Add/Edit Tenants
->> Add/Edit Notes or Event Logs
->> Add or Change Photos
->> Add or Edit Expenses
->> Add or Edit Recurring Expenses
->> Add or Edit Recurring Income
->> Add or Edit Property Assets
->> Property Inspections
->> Manage Financial Data
   
RPM Planner & Databases
->> RPM Planner
->> Add or Edit a Planner Event
->> Setting Recurrent Planner Events
->> Databases
   
Property & Finance Reports
->> Reports
->> View Reports
->> Edit or Search Report
->> Asset List Report
->> Dimensions Report
->> Expenses Report
->> Income Report
->> Inspection Report
->> Summary Report
->> Tenant Reports
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Setup Default Options

Before you start to use RPM, you should set up Options. Options provide customized data for you to select when you create Properties, Planners, Assets, Dimensions, and Categories. The values you enter here appear in drop-down menus for you. In addition, Options also enable default functions, especially regarding rent payments and overdue notices.

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Instructions

  1. In the Tools menu, click Options.
  2. The Options screen displays.
  3. There are value tabs in the Options screen. To open a tab, click on its name in the Options screen sidebar. In each tab, you can set up RPM option values for the following areas. Click the item to view the Options values:
    • General
    • Planner
    • Custom Fields
    • Asset Categories
    • Dimension Categories
    • Inspection Categories
    • Other Categories
    • Invoice Layout
    • Receipt Layout
    • Default Fees
  4. Enter data into the data fields. For some items, you may need to select a related Category, or click a check box to activate or deactivate an option. See the table below for definitions of the Options values.
  5. For the Asset, Dimension, Inspection Category, and Other Category tabs, you can enter and delete items. Use the Add Category button Add Category to add a new category. Use the Delete Category Delete Category button to delete a category. For items in a category, use the Add Item  Add Item and Delete Item Delete Item buttons.
  6. When you have finished entering the values you need, click OK.
  7. The Options will be applied throughout RPM and are available for your use.

Options Screen Values

General Tab

Calculate rent on startup

Check this box to have RPM perform this function.

Calculate rent in advance

Enter the number of days that RPM should use in advance rent calculations.

Flag tenant when overdue

Check this box to have RPM notify you when a tenant's payments are overdue.

Display usage tips

Check this box to have RPM display useful help tip messages automatically.

Reset Tips button

The tip messages rotate from 1 to 100. To start the messages displaying at message 1, click this button.

Show text on Toolbar buttons

Check this box to include text on toolbar buttons. If this is not checked, the toolbar buttons only display icons.

Defaults

This frame contains default values that are applied throughout RPM.

Rent Payment Period

Select a rent payment frequency from the drop-down menu. This will be applied as the default rent payment frequency for all new Tenants.

Rent payments in advance

Select a number for the standard weeks of rent in advance that you want as the default advance payment from Tenants.

Rent rate

Enter an average rent rate. This value is not required. Managers with many similar units may find this useful.

Financial Year

This frame contains the default value for entering the start date of your Financial Year.

Planner

Show rent due dates in Planner

Check this box to display the dates when rents are due in the Planner.

Show rent due alarms

Check this box to display alarms for overdue rent.

Show unpaid rent alarms

Check this box to display alarms for rent that has not been paid.

Show alarm after X days.

Enter the number of days after which alarms for unpaid rent will display.

Show rent reviews in Planner

Check this box to display when rents should be reviewed in the Planner.

 

Show rent review alarms

Check this box to display alarms indicating that it is time to review rents.

First review due after

Enter the number of weeks that will pass before the first rent review.

Show inspections due in Planner

Check this box to display when inspections are due for properties in the Planner.

Show inspection alarms

Check this box to display alarms for overdue inspections.

Inspection due every

Enter the number of weeks that will pass between inspections. A year is 52 weeks; six months is 26 weeks.

Show tenancy end dates in Planner

Check this box to display when tenancies are due to end in the Planner.

Show tenancy end alarms

Check this box to display alarms for tenancies reaching their end.

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