Site Customization Guide - Fitch Security Integration
Contents
1. selecting this option would allow the system operator to change the type of Late Charge and Notice treatment for each individual tenant This allows you to exempt selected tenants from late fees and or late notices Yes allow View Edit change to type of late charge No Allow Rate Change on Move in if this option is enabled the unit rate can be changed during the move in process Otherwise the unit rate cannot be changed during a move in Yes allow rate change on move in No Auto Lockout of Tenant when Ret Check is posted this option will cause the system to deactivate a tenant s gate code automatically if you have a compatible gate access system when a returned check is posted regardless of the Paid to Date If this option is not selected the system will use the Paid to Date after the return check transaction to determine if the tenant should be locked out Do you wish to lock out tenants automatically when a returned check is posted Yes No New Tenants are non taxable this option establishes the default taxable status for new tenants When enabled the system assumes that each new tenant is tax exempt This would be useful if the majority of your new tenants are exempt from taxation New tenants are non taxable New tenants are taxable Refund Rent on Moveout if enabled any prepaid rent on a tenant s account will be refunded during a moveout Other wise the system will not automatically refund prepaid r2. fee charged without sending a notice and vice versa Up to five separate late fees and or notices can be setup Not all need be used The Late Cycle Schedule has five rows each denoting a cycle in the late fee notice process Each row has five columns designating specific information as follows Type of fee specifies the kind of late fee to be assessed Five choices are available 1 None No late fee will be assessed Fixed Charge A specific dollar amount is to be charged 3 Percent of Rent A specified percentage of the monthly rent is to be charged 4 Fixed Charge per day The specified late fee is charged each day the tenant is late This late fee will continue until the tenant pays and their paid to date is advanced beyond the current date Note When using a daily late charge option you can establish a one time fee initially e g a 10 00 initial fee and have it followed by a daily fee Subsequent one time fees may then be assessed in addition to any daily fees For example if you establish an initial fee of 10 00 on the 6th late day then implement a daily charge of 1 00 on the 7th day late the tenant will be charged the 10 00 on the 6th day and then an additional 1 00 each day thereafter Should you elect to add another one time fee of 10 00 on the 20th day late the tenant would be charged 11 00 on the 20th day late and 1 00 per day thereafter 5 Percentage of past due rent A specified percentage o
3. change the site computer date which can cause incorrect logging of gate amp alarm activity If the missed close s are monthly or yearly the Catch Up option does not apply In this case you must set the computer date to the day when the monthly or yearly close was supposed to be done run the appropriate close and backups then set the date back to today s date and continue the day s work Yes enable the Auto System Catchup option No Include Current Month in Prepaid Rent Calculations this option lets the site designate whether or not they wish to have the current month included when calculating prepaid rent If selected prepaid rent for the current month will be included on reports that show this number otherwise only whole months of prepaid rent are included Do you want to include the current month in prepaid rent calculations Yes No Display Find Dialog Automatically this option will cause the Find Unit dialog to be displayed automatically when you first open either of the View Edit forms This saves you the step of pressing the Find button when you wish to find a unit Yes display the find dialog automatically No Allow Cancellation of Closed Transaction this option controls whether a transaction that has already been closed may be canceled or not Ifitis checked the system will allow a closed transaction to be canceled but will warn you that it is already closed and canceling or changing it will n
4. on the first they would be assessed a late fee on the sixth by the Daily Charger Note this number means days late not the day of the month A 5 in this field indicates 5 days late not the Sth of the month Notice defines on what day a late notice will be printed If 5 is entered then the Daily Charger will queue up the appropriate late letter to be printed as it processes your accounts on the morning of the fifth day late For purposes of the Site Customization Guide the following symbols represent the Type of Fee and the Schedule Type of Fee e N None e A fixed dollar amount e A percentage of the rent e D A daily charge e R A percentage of the past due rent Schedule e R Rotating charge starts over each month e O One time only charge Enter the required information in the table provided Late Cycle Schedule eV eae ee ee ee PR OE ii a pap AE Pe E Days to Overlock This number instructs the system when to overlock a tenant and place them on the Lock Unlock list If you have a compatible gate access system WinSen Property Manager will send a signal to deactivate the tenant s gate code after the number of days specified As in Late Cycle Schedule above this is the number of days late not the day of the month Days to Overlock Days until Automatic Lien the system has the capability of placing delinquent tenants into lien status automatically if desired Thi
5. tenant s account such as cleaning or dumpster charges This section is used to specify these accounts The data entered here will appear on the Trial Balance report and in the Misc Charge windows used during customer transactions e g move ins payments transfers etc Up to 999 accounts are allowed Space has been provided for ten accounts If you need more accounts copy the following table Account Number cach Charge Account must have a unique account number between 3001 and 3999 Default numbers are already entered in the following table If you wish to change the default account number cross it out and write in your preferred number between 3001 and 3999 The accounts will appear on the trial balance in account number order Description for each account enter a brief description e g Cleaning fee Dumpster charge etc This description and the above account number will appear on the Trial Balance report Type of Tax enter the type of tax to be charged during a transaction involving a given Charge Account N No tax S Sales tax PST in Canada U Use tax GST in Canada B Both taxes Section 11 Credit Accounts AAA C EA Es ESA so P AAA ETA A E JUS ESSE Eus The Credit accounts are used for one time credits to a tenant s account Coupons for rent discounts non profit discounts employee discounts etc are examples There are up to 999 accounts available and they can be des
6. type the data in any desired format For example the entry might be 10 X 10 AC indicating that the unit is 10 by 10 in size and is air conditioned Up to 30 characters are allowed Rate the standard rate for this size unit Deposit the security deposit required for a unit of this size Tax Rate this is the tax rate charged on rent for units of this size code This field is provided for cases where different tax rates are assessed on different types of storage The system will use this tax rate if you designated this in Bection 5 General Options Area the area for units of this size code The number may represent square feet square meters etc Space has been provided for up to 28 size codes If you have more than that copy the following page and number it 124 12B etc 11 Section 16 Units You will need to record all of the units at your facility to be included in your WinSen Property Manager software system For each unit enter the following information Unit Number the unit number Alpha numeric numbers are allowed for example A01 and up to five characters are allowed Begin by entering the lowest unit number and proceed in ascending numerical order Size Code enter the size code that corresponds to the unit as recorded in Section 15 Size Codes Interface Number this is the Access Interface Number the unit numbet that will be sent to certain gate syste
7. WinSen Property Manager Site Customization Guide Introduction This Site Customization Guide provided with your WinSen Property Manager software and its companion document the WinSen Property Sentinel Site Customization Guide consists of a series of forms which will need to be completed detailing your Site Information e g site name and address days to overlock late fees to be charged unit sizes and rates unit mix etc The information will be needed to customize the software for your facility Please note that this information can easily be changed at any time after the initial setup The Site Customization Guide will assist you in gathering this required information and making certain key decisions as to how you will operate your facility with WinSen Property Manager It is also a convenient place to store all of the necessary data Entering the information contained herein will normally be accomplished by Sentinel Systems Corporation However you may elect to input this information yourself In either case the Startup section at the back of the WinSen Property Manager manual will greatly assist you in the Site Customization and Startup process Section 1 Site Name This section defines basic information about your facility e g name address etc and information about how your site will operate Please record the required information in the spaces provided Facility Identification the basic description of your facili
8. an inventory item linked to the account N No tax S Sales tax PST in Canada U Use tax GST in Canada B Both taxes Merchandise Sales P ET IES EE m m m J mm TT Ed RP ES Is FE ee Section 9 Inventory Items Use this section to enter your inventory items Space has been provided for up to 32 different inventory items Duplicate the following page if you need more For each item enter the following information Item Number your internal item number You can use any number you wish Many of the inventory reports are sorted by this field Description enter a description of the item e g Disc lock Small box etc Vendor enter the name of the vendor who supplies you with the item optional Part Number enter the vendor part number for this item optional Reorder Point enter the reorder point The inventory reports will indicate that it is time to reorder when the quantity on hand falls to or below this number Retail Price enter the per item retail price Linked Account Number from the table in the preceding section enter the account number to be used when items are sold Inventory Items Item Description Vendor Part Reorder Retail Linked Number Number Point Price Account Number Section 10 Charge Accounts Charge accounts are used for one time charges to a
9. ause the system to advance the next bill date by the same number of months as the paid to date is advanced when you post a payment For example if a tenant pays six months worth of rent the bill date for that tenant would be advanced by six months as well If you do not send bills to your tenants this option has no effect Yes advance bill date on payments No Require Proof Edit Reconciliation selecting this option requires that a successful proof edit be accomplished prior to each Daily Close This option is HIGHLY RECOMMEND ED By doing a proof edit you assure that your transactions have been entered properly before actually closing Mistakes are much easier to correct if they are caught before the close If this option is not selected the Proof Edit can still be run but is not required Yes require a proof edit before the close No Require Backup Before the Close This option will require that a backup of your database be done before the close can be performed Normally backups are done after the close but can be done beforehand if desired Yes require a backup before the close No Allow View Edit Rate Change selecting this option would allow the system operator to change a tenant s unit rate within the View Edit function Changing rates in this manner will post a type 60A transaction to the tenant s account Yes allow View Edit rate changes No Allow View Edit change to Type of Late Charge
10. ceipts to your tenants Yes No Alternate Bank Deposit Log this option causes the system to print the amounts collected for rent late fees security deposits and other charges on the bank deposit log when you perform a close Otherwise only the totals are printed Yes print alternate bank deposit log No Detail Miscellaneous Accounts this option allows you to choose whether or not you wish this additional information printed on the transaction log If enabled each misc charge credit and monthly charge account entry will be printed on the log Otherwise only the total amount will be printed Yes detail miscellaneous accounts No Prompt for 2nd Contact Letter this option will cause the system to prompt you to Print 2nd Contact Letters when you print your late letters and mailings The 2nd contact letters are intended for the alternate contact listed for each unit if any and are worded differently from the primary notices If this option is not selected the system will not prompt you or print the 2nd contact letters Otherwise the operator will have the option to print them or not Select No if you do not wish to print these additional notices Yes prompt for 2nd contact letters No Generate Random Passcodes the system has the capability to generate a random passcode when assigning a tenant if desired Yes generate random passcodes No Advance Bill Date On Payment this option will c
11. cific details on all inventory transactions are available through the Inventory Control Reports regardless of how many inventory accounts have been set up Thus setting up inventory control is a two step process First the inventory accounts are specified Then the inventory items are input with the appropriate linked account number Inventory accounts can have an account number ranging from 7001 to 7999 The default inventory account is 7001 Merchandise Sales Thus if you specify no additional inventory accounts all inventory items sold will be allocated to this account The data entered here will appear on the Trial Balance report when items linked to an account are sold Up to 999 accounts are allowed Space has been provided for ten accounts If you need more accounts copy the following table Account Number each Inventory Account must have a unique account number between 7001 and 7999 The default account 7001 Merchandise Sales is already entered in the following table as well as suggested account numbers for the next 9 accounts If you wish to change the default account number cross it out and write in your preferred number between 7001 and 7999 The accounts will appear on the trial balance in account number order Description for each account enter a brief description e g Locks Boxes Packing Material etc Type of Tax enter the type of tax to be charged during a transaction involving
12. d can change it from the default value if necessary The default value will be calculated by dividing the returned check amount by the unit rate the same as above When the returned check is paid the system operator will be prompted for the number of months to roll the paid to date forward 3 None the paid to date will not change when a returned check is posted or paid Method to roll Paid to Date when Returned Check is Posted Automatic Manual None Use Tax Rate From this option controls where the system will get the tax rate to be charged on rent There are two choices 1 Configuration the system will use the use tax rate that was configured in Section I to calculate tax charged on rent for all unit sizes 2 Size Codes the system will use the tax rate that is individually defined for each size code in the Size Codes section later in this guide This allows you to have different tax rates for different types of storage For example if your state charges a different tax rate on outside storage than on inside storage you would have a size code defined for each type of storage with the corresponding tax rate The normal choice for this option is Configuration Get use tax rate from Configuration Size Codes Print Ledgers the system has the capability of printing lien and moveout ledgers which provide a printed history of all information stored in the system regarding that tenant unit Since the system reta
13. during customer transactions e g move ins payments transfers etc Account Number each Monthly Charge Account must have a unique account number between 2001 and 2999 Default numbers are already entered in the following table If you wish to change the default account number cross it out and write in your preferred number between 2001 and 2999 The accounts will appear on the trial balance in account number order Description for each account enter a brief description e g Electricity Late Access Billing etc This description and the above account number will appear on the Trial Balance report Type of Tax enter the type of tax to be charged during a transaction involving a given Monthly Charge Account N No tax S Sales tax PST in Canada U Use tax GST in Canada B Both taxes Section 13 System Accounts AN SR E Ss EI TE oof P Es ss SE EAS Ez ES This section is used to designate the type of tax if any to be charged on revenue accounts such as rent late fees transfer fees etc The actual tax rates were established earlier in Section 1 In the following table list the type of tax to be charged on each system revenue account If you do not have to charge tax on these accounts you can skip this section N No tax S Sales tax PST in Canada U Use tax GST in Canada B Both taxes System Accounts EE oro memo CON CS om fiere i om fumcms 10 Syst
14. em Accounts Note assigning tax to account 1009 Auction Revenue will cause the system to charge the designated tax on revenue collected during Lien Sales Section 14 Advertising Categories WinSen Property Manager tracks the reasons why your tenants rent from you This can be extremely valuable in assessing the value of your marketing programs You can designate the categories you use and they can be changed at any time An Advertising Effectiveness report is available from the Report Menu and can be viewed on the computer screen or printed at any time In the table enter a brief description of each advertising category you would like to use Advertising Categories ESTO ZE pol ES od ER Es EA PES A AAA Sa A EA Section 15 Size Codes In this section you will need to establish a Size Code for each different size unit that your facility has These size codes will be used in the following section when you enter your units to designate what size that particular unit is For each different size or type of unit you have at your facility fill in the following information Size Code a code which represents a specific size unit at your facility It can be up to two characters in any combination you desire The normal method is to start at A representing your smallest unit size and proceed in alphabetical order from there Description this describes the dimensions of units of this Size Code You can
15. ent on moveouts In either case the system operator can change the amount of rent to be refunded during a moveout if necessary Yes refund prepaid rent on moveout No Print Charger Reports This option defines whether you wish to print the Daily Charger report each morning when the Daily Charger is run If the report is not printed you can reprint it in End of Period Processing if necessary Yes print Charger reports No Auto Print Notices with Charger When selected this will cause the system to automatically print the late letters and other notices for the day when the Daily Charger is run Otherwise late letters and other notices are printed in the Late Letters amp Mailings option under the Main Menu Yes print letters automatically with Charger No letters will be printed in Late Letters amp Mailings Automatic System Catchup This option allows the manager to catch up the system when the rental office has been closed for 1 or more days If this option is enabled when the system detects one or more missed daily chargers and closes it prompts the manager if they would like to catch up the system for the missed days If the manager chooses to do so the system will run the chargers and automatically print the late letters amp notices for the appropriate days then advance the next daily close date to today s date This option allows the manager to update the system database without having to
16. f the past due rent is to be charged Schedule specifies whether the late fee is a rotating or one time only charge A rotating late fee will be repeated each month the tenant is late while a one time only fee will be charged only once unless the fee is a daily fee If the late fee is rotating the Days number for this cycle must be less than or equal to 30 since the charge is monthly oriented it starts over each month Note In order for a daily fee late fee to continue until the tenant pays their rent you should set the Schedule for that late fee to One Time Only If it is set to Rotating the number of days late for the late fee calculation is started over each month This will cause the daily late fee to not be charged during the first part of each month Amount designates the amount of the late charge If this late fee is a fixed fee this represents a dollar amount e g lt 5 00 gt indicating 5 00 If this late fee is a percentage of rent then the number represents a percentage of the unit rate e g lt 5 00 gt indicating 5 00 If this late fee is a fixed charge per day then the number represents the daily late fee Days indicates how many days will pass after the rent is due before a late charge will be assessed For example if 5 is entered then five full days will pass before a late charge is posted to the tenant s account Thus if a tenant is due
17. ignated in any manner you desire The data entered here will appear on the Trial Balance report and in the Misc Credit windows used during customer transactions e g move ins payments transfers etc Account Number cach Credit Account must have a unique account number between 6001 and 6999 Default numbers are already entered in the following table If you wish to change the default account number cross it out and write in your preferred number between 6001 and 6999 The accounts will appear on the trial balance in account number order Description for each account enter a brief description e g Rent Discount Late Fee etc This description and the above account number will appear on the Trial Balance report Type of Tax enter the type of tax to be credited during a transaction involving a given Credit Account N No tax S Sales tax PST in Canada U Use tax GST in Canada B Both taxes m To am 1 mo 1 m 1 mo 1 js Lo ONIS ER ARA Lo NN Section 12 Monthly Charge Accounts The Monthly Charge Accounts are used for recurring charges to be billed and due with the rent on a tenant s account Elec tricity late access billing fees etc are examples There are up to 999 accounts available and they can be designated in any manner you desire The data entered here will appear on the Trial Balance report and in the Monthly Charge Account windows used
18. ins the record when a tenant is moved out printing these ledgers is optional Select your choice Print at the close Print at time of moveout Never print Prorate Rent to the this option allows you to specify the rounding method to use when the system prorates rent for example during a movein You can have the system round off these amounts to the nearest Penny 0 01 Nickel 0 05 Dime 0 10 Quarter 0 25 Half dollar 0 50 Dollar 1 00 Notes Reminder and Picture Options these options control what happens when a unit with notes reminders or pictures is moved out There are three choices for each Keep with tenant Keep with unit or Prompt If setup to Keep with tenant the notes reminders pictures will be associated with the moved out tenant record If set to Keep with unit they will stay with the now vacant unit and the next tenant to be moved in If set to Prompt the system will ask which option you wish to use during the moveout process Notes Options Reminder Options Picture Options Keep w tenant Keep w tenant Keep w tenant Keep w unit Keep w unit Keep w unit Prompt Prompt Prompt Tracking Number On Receipt this option will cause the tracking number for a tenant to print on customer receipts Yes No Alternate Receipt Format if this option is enabled the system will print receipts in a format designed to fit into window envelopes This would be useful if you mail re
19. mplementing the CSI program and we must hard code your site number and their premium rate table in your software system An application is enclosed To apply for the CSI program please mail it directly to Deans amp Homer at the address indicated on the application Section 18 Copies of Notices WinSen Property Manager comes with a complete set of late amp lien letters billing letters movein contract transfer contract etc Since the late letters and other documents supplied with the system are not specific to a location we cannot guarantee that the letters are applicable for every locality or that they meet local legal requirements You may need to have them modified to meet your local legal requirements The generic letters can be customized for the facility either at the site using the Crystal Reports program or by Sentinel Systems as part of the Site Customization and Site Setup If desired send us a copy of your letters along with the Site Customization Guide Customized Letter Policies Please note the following guidelines concerning the customization of late letters by Sentinel Systems 1 The contracts late letters and other mailings provided with WinSen Property Manager are examples only but may be used as starting points for customizing your letters 2 A one time customization of the letters and contracts which are included with WinSen listed below will be done at no cha
20. ms when there is a transaction involving the gate e g move in move out lockout re admit and passcode change If your unit numbers are numeric only it will be the same as the unit number and you can write in same as unit number However if you have alpha numeric unit numbers e g A01 there are two options for assigning the interface number 1 The alpha character can be substituted with its numeric position in the alphabet Thus unit A01 would have an interface number of 101 BO1 would be 201 D99 would be 499 and so on 2 It can be only the numeric portion of the unit number For example unit A01 could be assigned an interface number of 1 However if you also have a unit BO1 this scheme will not work because the interface number for that unit would also be 1 and the interface numbers must be unique Walk Order this is the order in which you will normally walk the site that is most efficient and that ensures that all units have been reviewed This is also the order your Manager would walk the site if he she were overlocking or unlocking units The walk order may be the same as the unit number or it may be different If it is the same as the unit number write in same as unit number Space has been provided for up to 368 units If additional space is required duplicate page 18 and number it 18A 18B etc Unit Size Interface Walk Order Unit Size Interface Walk Order Number Code Number Number Numbe
21. nSen Property Sentinel Tax Rates WinSen Property Manager calculates and posts two kinds of taxes Use tax and Sales tax GST and PST in Canada Use tax is normally associated with rental revenues and sales tax with the sale of items such as locks packing materials etc Enter the appropriate tax percentages If no tax applies enter 0 00 Sales tax percentage Use tax percentage Section 2 System Dates Charge And Close Dates these are used by the system to keep track of important operational and financial dates Since you are just beginning the process of customizing the software for your facility these dates are not critical at this time You can estimate when you think you might be finished installing all your current tenants and fill in the dates accordingly or you can just skip this part for now After you have completed entering your current customers you will come back and adjust these dates to reflect your on line date Refer to the Startup section of the manual for further information Version 2 5 Last Charge Date Next Daily Close Next Weekly Close optional Next Monthly Close Next Quarterly Close optional Next Yearly Close Section 3 Late Cycles Fees Late Cycle Schedule the Late Cycle Schedule is a table that tells the system when to charge late fees and when to print notices to delinquent tenants The charges and notices are independent of each other For example you can have a late
22. nown Time of next auction if known Section 7 Lien Charges This section allows you to enter up to ten lien charges along with a brief description of the charge to be assessed to seriously delinquent tenants when their unit goes into lien status This information along with the preceding Auction Information is used when placing tenants into lien status either automatically by the Daily Charger or manually by the system operator Lien Charges Se E o dj Es EN ts po Section 8 Inventory Accounts This section is used to specify the accounts to be used when inventory items are sold or received Inventory accounts are used in conjunction with inventory items for inventory control Inventory items are linked to inventory accounts When an inventory item is sold the description for the linked account will be printed on the receipt and the transaction log and the sales amount is allocated to the specified account This allows you to have as little or as much inventory item detail as you need on the closing reports For example you could have five different types of boxes specified as inventory items and have all five of them linked to an inventory account named boxes Then when any of those items are sold boxes will be printed on the receipt and on the transaction log You could also setup an account for each type of box if you need that much detail on the closing reports Note spe
23. ot affect the close that was already done Otherwise it will not allow the closed transaction to be canceled Yes allow a closed transaction to be canceled No Use ICVerify for Credit Card Processing this option will cause the system to interface with IC Verify during credit card transactions automatically processing the credit card transaction ICVerify is a program written by ICVerify Inc which allows automatic processing of credit cards via modem To use this feature you must have the proper arrangements with an authorized financial institution and the ICVerify program For more information contact SSC Note If you have the ICVerify program and the proper arrangements with your financial institution the system will process autobill transactions automatically during the System Charger by passing these transactions to the IC Verify program It will also process credit cards automatically in the Paid By Window Yes use IC Verify for credit card processing No Section 6 Auction Information This section allows you to specify where and when you hold auctions of tenant s goods when they have become seriously delinquent This information along with the following lien charges is used when placing tenants into lien status either automatically by the Daily Charger or manually by the system operator Auction Location Name Address City State Zip Phone Date of next auction if k
24. r Code Number Number 13 Unit Size Interface Walk Order Unit Size Interface Walk Order E E FS E Number Code Number Number Unit Size Interface Walk Order Unit Size Interface Walk Order E me FS E Number Code Number Number Unit Size Interface Walk Order Unit Size Interface Walk Order E me FS E Number Code Number Number Unit Size Interface Walk Order Unit Size Interface Walk Order E me FS E Number Code Number Number Unit Size Interface Walk Order Unit Size Interface Walk Order E me FS E Number Code Number Number Section 17 Customer Storage Insurance Plus WinSen Property Manager has the capability of automating your counter top insurance program This offers several significant advantages for your facility First it allows your tenants to receive insurance coverage on the spot No waiting no forms to mail in no confusion Second the premium rates are normally lower and are paid monthly instead of quarterly along with their rent Third it gives you another opportunity to assure that they know you are not responsible for their goods you only rent them space Offering your tenants the option of insuring their goods can significantly reduce the site s liability in the event of damage or loss And fourth the Insurance Carrier Deans amp Homer will pay you an administrative fee for handling these transactions and the system does the work You must be approved by Deans amp Homer prior to i
25. receipt check this box to cause the system to send a formfeed to the printer after printing a receipt causing it to advance to the top of the next page This option would be used if you are printing receipts on a parallel report printer If you are printing receipts on a serial receipt printer do not enable this option Use report for receipts and Receipt report name WinSen Property Manager has the capability of using a user defined format for printing receipts If you have setup a user defined receipt format check this box and enter the Receipt report name the name of the file containing your custom format For more information consult the documentation for Crystal Reports Section 5 General Options This section relates to a number of general options and settings within the system Ret Check Rollback this option controls how the Paid to Date will be adjusted when a returned check is posted to a tenant s account There are three choices Automatic Manual or None 1 Automatic the system will divide the returned check amount by the unit rate to arrive at the number of months to roll back the paid to date then will automatically roll it back The system operator cannot access the Months to roll field in the returned check dialog box When the returned check is paid the paid to date will be rolled forward in the same manner 2 Manual the operator can access the Months to roll field noted above an
26. rge except for the cost of shipping and handling as long as they remain one 8 x 11 page in length Additional or larger pages will be done at the prevailing hourly rate 3 This one time no charge customization process must be 19 done within 60 days of the shipping date of the software 4 Other letters not included with WinSen which need to be created or customized to work with WinSen will be done at the prevailing hourly rate and should be submitted on 3 floppy disk in one of the following formats Microsoft Word Version 6 0 or higher Microsoft Works Version 3 0 or higher Wordperfect Version 5 0 or higher ASCII Text 5 After the initial 60 day period all customization of letters and contracts will be at the prevailing hourly rate Following is a list of notices for your use as a check list of what to include please check those that you have included in this package Late Notices up to five Second Contact Late Notices up to five Partial Payment Notice Returned Check Notice Rate Change Notice Pre Lien Notice Final Lien Notice Lease Agreement Including TMSA contract Transfer Contract Pre Lease Agreement Letter Pre Lease Forfeiture Notice Insurance Policy Cancellation Notice Monthly Quarterly Semi Annual and Annual Billing Statements Thanks Letter for recently moved out tenants Welcome Letter for recently moved in tenants Others Please see Customized Let
27. s number specifies how many days late a tenant should be when this occurs On the specified day the system will place the tenant into lien status and assess your pre defined lien charges to the unit If you do not want to use this feature enter 0 Days until Automatic Lien Days until Welcome and Thanks Letters the system can print a welcome letter to your tenants after the specified number of days from movein if desired It can also print a thank you letter to your tenants after the specified number of days from move out Enter 0 if you do not want to print these letters Days until Welcome letter Days until Thanks letter NSF fee this is the non sufficient funds fee to be assessed to a customers account when there is a returned check posted NSF Fee Administration fee and Transfer fee The system will assess a non refundable administration fee on move ins if need be It can also charge a transfer fee your charge for transferring a tenant from one unit to another Administration fee amount Transfer fee amount R V Storage per Foot Rate this is the amount that you charge per foot for R V storage The R V length is set up for each tenant during movein Enter 0 00 if you do not charge by the foot for R V storage R V storage per foot rate Minimum Balance to Charge Late Fees This allows you to not charge a delinquent tenant late fee
28. s when their balance is less than this amount If set to a non zero number the system will not charge late fees to a delinquent tenant if their balance is less than this number Otherwise late fees are charged based on your late cycle schedule and the tenant s paid to date Min Bal to Chg Late Fees Section 4 Printer Setup This section relates to printers e g receipt printers report printers etc Each of the printer options will have a drop down list they cannot be listed here since each installation will vary containing all printers you have setup within your Windows installation If you are running WinSen on a network you should check the printer setups on each workstation Ifa given printer is not defined WinSen will use the Windows default printer This setup may be done before or after you have installed the Site Customization Disk When you are ready go into the Printers tab in Site Setup under Maintenance and choose the appropriate printer as follows Receipt Printer the system will print receipts for all transactions if desired This selection defines which printer you wish to use for this purpose Report Printer this selection identifies the printer you wish to use for printing reports Contract printer denotes the printer where you want to print contracts during a move in or transfer Letter printer indicates the printer where you want to print late letters and mailings Formfeed after
29. ters Policy above Section 19 Computer Hardware Requirements Minimum computer requirements IBM PC or 100 Compatible Pentium processor or higher Microsoft Windows 3 1 95 98 NT 4 or 2000 32 MB RAM 1 GB hard drive 40 MB free hard drive space VGA Monitor 1 Floppy Disk Drive Windows compatible printer Mouse Who do we call if we have questions Name Telephone Return your completed site customization guide to Sentinel Systems Corporation 1620 Kipling Street Lakewood CO 80215 800 456 9955 303 242 2000 Fax 303 242 2011 http www SentinelSystems com We will send you back a self installing Site Customization Disk containing the information on this Guide Please note that shipping and handling charges for the Site Customization Disk will be assessed in accordance with your account terms 20
30. ty This information will be printed on reports and tenant notices Name Address City State Zip Telephone Manager s Name Site E Mail Address Rate Charge Method this establishes the default Rate Charge Method RCM for the charging of rents First of the Month means the rent is due on the first of each month Anniversary RCM means the tenant s rent is due each month on the same day of the month they moved in The 28 Day Cycle option means rent is due every four weeks 2nd Month Pro rate means that a full months rent will always be collected on a move in with the pro rated portion of rent due on the first of the following month after which the rent will always be due on the first By the Week means rent is paid on a weekly basis while By the Day means rent is paid daily Tenants can be assigned a different RCM on an individual basis regardless of which option is selected First of the Month Anniversary Date 28 Day Cycle 2nd Month Pro rate By the Week Revised 5 23 2000 By the Day Interface WinSen Property Manager has the capability of automatically communicating with certain gate control systems Move ins move outs transfers make late and pay up will be transmitted as appropriate for action by your gate control system Select the appropriate choice None Property Sentinel Remote Sentinel Remote Keypads Cardreaders Remote PS3 Wi
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