This report will originate all Reports in a
selected frame of time. This is the end of the
End of
Month nightmare when the traditional Property Manager is sitting
until midnight originating and checking Owner Reports generated
by his accounting software or by his obsolete accounting
property management software. This is 3 mouse clicks with
PMM : C on the Owner
Statement button, C on
YES if you wish printed only those statements with activity
in the selected time frame. Or C
NO if you need all owner statements,
regardless of activity or inactivity. Select on the calendar,
the start and end dates of this statement.
Select the check box
Print
Escrow if you want to disclose on the Owner Statement the
transactions on the Escrow account and
C on OK.
Your easy to read, professional looking and
window-envelope ready statements are ready to be sent to all
owners.
Note: PMM allows you to
choose to disclose or not the transactions of the escrow account
to your owners. Some owners do not properly understand the
meaning of the escrow account and pretend to hold the escrow
security deposits of their tenants on their accounts.
Note: If you prepare the
accounts, issuing the
Funds
to owner checks before originating the statements, you can
attach the check to the owner to this colorful and professional
statement.
This report will allow the Property Manager
to see which vendors haven’t send their bills to close the
relating work order. With this feature, you will know also if a
selected vendor has not completed the work relating to a
specific work order.
Note: This report will
show all uncompleted work orders independently from their dates.
This report will generate all expenses on
all owner’s accounts in a pre-selected time frame.
C on Expenses by Date. This will open a calendar.
Select the chosen frame of time and
C OK.
Note: This report is very
important so your accountant can verify posted expenses on the
single accounts and reconcile with Quicken
8 for
the payment of the vendors.
C on
Sales Tax report. Select on the calendar, the dates for this
report. (Normally Sales Tax is payable monthly from the first
to the last day of one calendar month). PMM will issue a
professional report for each kind of tax (Separated for every
county if the company operates in more than one County).
This report will show:
-
County of pertinence
-
Percentage of the Sales Tax
-
Unit ID
-
Owner ID
-
Reservation Number
-
Date of payment from the tenant
-
Total charges
Taxable Charges
-
Amount of Sales Tax
-
Addition of all Total Charges
-
Addition of all Taxable Charges
-
Addition of Sales Tax
Note: The check for sales
tax must be generated manually in the PMM Banking Center.
PMM will not generate this check which will
balance completely your accounts with the entries in the bank!
Suggestion: Attach the
report to the stub from your tax payment and keep it as evidence
in case of a Tax audit. The auditor will very much appreciate
the very detailed and accurate report and will terminate the
audit very quickly!
C on
Tourism Tax report. Select on the calendar, the dates for this
report. (Normally Tourism Tax is payable monthly from the
first to the last day of one calendar month). PMM will issue
a professional report for each tax (Separated for every
county if the company operates in more than one County).
This report will show:
-
County of pertinence
-
Percentage of the Tourism Tax
-
Unit ID
-
Owner ID
-
Reservation Number
-
Date of payment from the tenant
-
Total charges
-
Taxable Charges
-
Amount of Tourism Tax
-
Addition of all Total Charges
-
Addition of all Taxable Charges
-
Addition of Tourism Tax
Note:
The check for Tourism Tax must
be generated manually in the PMM Banking Center.
PMM will not generate this check which will
balance completely your accounts with the entries in the bank!
Suggestion: Attach the
report to the stub from your tax payment and keep it as evidence
in case of a Tax audit. The auditor will very much appreciate
the very detailed and accurate report and will terminate the
audit very quickly!
This is a working copy of the Owner Statements and does not bear
your logo and your address.
This report shows the activity for each of your leasing agents.
The report shows the amounts generated for each kind of
transaction.
Note: This report allows
you to monitor the activity and quality of your leasing agents.
This is a working copy for the management staff and is
accessible for the network version of PMM only with a password.
This great feature is an indispensable tool for every efficient
Property Manager. The report shows you all check-in activity for
a pre-selected unlimited period.
C
on Check-ins. Select from the calendar the required time
frame and C OK.
PMM will generate a printable report showing:
-
Date of Check in
-
Date of check out
-
Reservation Number
-
UNIT ID
-
OWNER ID
-
Amount due at the date of the report
-
Tenant’s name
-
Tenant’s phone
-
Lock Box or Access code for the unit
Suggestion: Use this
report to coordinate cleaning or repairs on units before the
agreed move in date for the tenant. This report should be run on
a monthly, weekly and sometimes, daily basis. According to this
report, the Property Manager will originate the relating Work
Orders for a smooth move in of tenants.
Note: The dates and
amounts due on this report are originated in the reservation
screen. Make sure that you have correct information entered in
the reservation screen.
Note: You can use the
Lock
Box field in the Unit screen to indicate special key numbers on
your key management system. Ask your PMM representative about
the consulting possibilities concerning several systems of
property management. With Key Management and Service
coordination, your company will become more efficient and
profitable using the experience of the PMM representative who
has learned from hundreds of Property Managers all over the
State!
This great feature is an indispensable tool for every efficient
Property Manager. The report shows you all checkout activity for
a pre-selected unlimited period.
C
on Check-outs. Select from the calendar the required period
and C OK. PMM will
generate a printable report showing:
-
Date of Check in
-
Date of check out
-
Reservation Number
-
UNIT ID
-
OWNER ID
-
Amount due at the date of the report
-
Tenant’s name
-
Tenant’s phone
-
Lock Box or Access code for the unit
Suggestion: Use this
report to coordinate Check out inspections on units after the
move out of the tenant. This report should be run on a monthly,
weekly and sometimes, daily basis. According to this report,
the Property Manager will release the security deposit or make
the claim and coordinate repairs on the unit before returning it
to availability. The report also shows outstanding amounts like
utility overuse, unpaid late fees, NSF fees or last months rent.
Note: The dates and
amounts due on this report are originated in the reservation
screen. Make sure that you have correct information entered in
the reservation screen.
Note: You can use the Lock
Box field in the Unit screen to indicate special key numbers on
your key management system. Ask your PMM representative about
the consulting possibilities concerning several systems of
property management. With Key Management and Service
coordination, your company will become more efficient and
profitable using the experience of the PMM representative who
has learned from hundreds of Property Managers all over the
State!
If you pay your agent on a regular basis,
this report will be the best tool for the calculation of the
proportion of commission due to your listing or leasing agents.
C
on Listing Agent Commission, select on the calendar the
dates for the report and C
on OK.
The report shows:
-
Agent ID
-
Percentage of commission as agreed with the agent
-
Unit ID and Unit Address
-
Date of rent collection
-
Amount of commission collected by your company
-
Portion commission to the agent.
Note: The amounts shown on
this report are generated by the payments entered in the
reservation screen. Make sure that you enter the payments
correctly on the Reservation and that you checked the commission
box.
Note: Make sure
that you activated the automatic commission feature on the Unit
screen in Data Entry and that you entered the right
percentage on the automatic Listing Agent feature on the agent
screen in Data Entry.
Suggestion: The regular
monthly or bi-monthly payment to agents for listing or leasing
units increases the loyalty to the company and motivates them to
increase their own listings or leases.
Note: For the network
version of PMM this feature is accessible only with a password.
If you pay your agent on a regular basis, this report will be
the best tool for the calculation of the proportion of
commission due to your listing or leasing agents.
C
on Rental Agent Commission, select on the calendar the dates
for the report and C
on OK.
The report shows:
-
Agent ID
-
Percentage of commission as agreed with the agent
-
Unit ID and Unit Address
-
Date of rent collection
-
Amount of commission collected by your company
-
Portion commission to the agent.
Note: The amounts shown on
this report are generated by the payments entered in the
reservation screen. Make sure that you enter the payments
correctly on the Reservation and that you checked the commission
box.
Note: Make sure that
you activated the automatic commission feature on the Unit screen in
Data Entry and that you entered the right percentage on the
automatic Rental Agent feature on the agent screen in Data Entry.
Suggestion: The regular
monthly or bi-monthly payment to agents for listing or leasing units
increases the loyalty to the company and motivates them to increase
their own listings or leases.
Note: For the network, version
of PMM this feature is accessible only with password.
This feature of PMM is the end of the End Year
nightmare. PMM will generate a summary of all clients and the
corresponding amount in their IRS 1099MISC statement.
C on 1099 Summary and key the
year for which you want to have the 1099 Summary generated.
PMM will generate a report showing:
-
Owner ID
-
Contact
-
Tax ID of the owner
-
Amount of gross income for the selected year.
Note: PMM will also generate
the 1099MISC forms. The Support of PMM will send you in due time by
e-mail the automatic set up for the production of the current IRS
forms. You must have forms without continuous printing features. The
forms provided by the IRS cannot be used. You must purchase forms
suitable for your printer. Contact your office material supplier for
more information.
Note: The information for the
origination of the 1099 form comes from the entries in the
reservation screen. Make sure that you record all payments on this
screen that are an income to the owner.
Note: With PMM you will be
able to send the IRS 1099MISC forms on the 2nd of January
of every year and your owners will understand that YOU are the most
efficient property manager in town!.
