UPDATE HISTORY
This list details all updates to PMM. All
updates are included in each release. The added features are listed in
latest added order first. The “version” of PMM is the 3 digit number
at the bottom center of the main menu.
October 24, 2009
1099 Vendor processing and printing to PMM.
1.
There is a checkbox now in Main Menu; Data Entry; Vendors
“1099 Vendor” to indicate that a vendor is to receive a 1099.
2.
There is also a field “1099 Bal Fwd” that can be used if
you have other charges paid to the Vendor. (you can also enter a
negative number here to make adjustments)
3.
The reports and the 1099 Vendor print are in “Main Menu;
Reports; Tax Reporting.
July 15, 2008
Site search added to website help:
http://pmmaster.com/pmmhelp.htm
8.3.13
- Description added to Tenant
Statement payment history
- The MainMenu; Reports; Owner
Statement – with Activity report has been tuned to print faster.
- The reported problem with 30 &
60 day letters for Closed / Canceled Leases has been corrected.
- “Vendor Payments – All” choice
has been added to the Vendors screen.
- For locales that have a General
Excise Tax that is paid by the Owner
- Use “GET” as the Tax Code
ID for the Sales Tax
- Use “TAT” as the Tax Code
ID for the Tourism tax portion
- The taxes will be reported
as separate line items on the Owner Statement to aid your
Owner’s in paying their tax bill.
8.1.15
Enhancements to 1099 processing.
This procedure is to accommodate our clients who
have arrangements with their Owners to split the payments for Rentals.
It DOES NOT provide a way to divide these payments, it only provides a
way to divide the income being reported to the IRS for 1099’s.
Before printing 1099’s MAKE SURE to check the TaxID
for your company in MainMenu; Date Entry; Company!
Example 1:
Tweedle Dum and Tweedle Dee share the income from
their Unit. Tweedle Dum is the Owner attached to UnitID: “OLDMACDONALD”.
The total income for the year was $10,000 to be shared equally between
T. Dum and T. Dee
1.
In the Owner screen for Tweedle Dum enter -$5,000.00
in the 1099BalFwd field.
2.
Add an Owner for Tweedle Dee. Note that the OwnerID must
be unique throughout PMM+ so you must devise a naming plan to
suit.
a.
Enter Tweedle Dee’s name, address, etc.
b.
In the COUNTRY field enter “1099”
c.
In the 1099BalFwd field enter this person’s share of the
income for the year. ($5,000.00)
d.
It is suggested that you enter the UnitID that this owner
receives rent from in the Notes field to help you in the future.
3.
In MainMenu; Reports; Tax Reporting; 1099 Summary T.Dum’s
income will report as $5,000.00 for the year.
4.
In 1099 Summary – Additional T. Dee’s income will report
as $5,000.00
5.
When you print the 1099 report T. Dum’s corrected income
will print on his 1099.
6.
When you print the 1099 Additional report T. Dee’s income
will print correctly on his 1099
Example 2:
If PMM reports some but not all of the income for a
given owner, use the 1099BalFwd field in the Owners screen to “adjust”
the amount printed on the 1099. (Do not put “1099” in the Country field
in this case)
Example 3:
If you are a new user of PMM and have income to
report that does not show up in PMM add Owners as in example 1. You can
then run the 1099 Additional to print these 1099’s. (Insert “1099” in
the Country field in this case).
7.12.17
- Inspection report now does not
include Canceled or Closed Reservations.
- Owners 1099 Adjustment field
added to 1099 Detail & 1099 Summary reports
- 1099 report added.
- Note that because of
printer variations you should check the printing of your 1099’s
as soon as you get your blank forms from your supplier. Print a
test page or two. If you have alignment issues please call PMM
Support.
- If you are a new PMM+
client you can use the 1099 Balance Forward field in each
Owner’s screen to adjust the 1099 total.
7.10.3
- Fix for reported problem
in Sales Tax report when using Adv Payment
- Check added to Date
fields in Reservation Payments; Financial Center Income, Expenses
and Escrow to check that Date entries are in the current year. This
has been added to help cut down on data entry errors. This just
gives you a message indicating that the date you have entered MAY be
incorrect, it does not change the date for you.
- Fix for reported problem
with 60 Day Letter.
- Fix for “loop” when using
new Batch Posting feature
- Date choice added to
Maintenance report in Unit Status
- New report added to Funds
to Owner – All. After Processing this report will give you a report
of Owners that were funded for that date.
7.10.3
1.
See
http://pmmaster.com/pmmhelprl1_6b.htm for more information about
the new Batch Posting screen.
2.
The money fields in PMM have been colorized to cut down on
errors. Blue values are positive and red values are negative.
3.
The Rolodex feature has been updated. You should find it
faster to open.
4.
Some of the reports in the Banking Center have also been
updated to make them open faster.
5.
The UnitID has been added to the Vendor Payments report from
our last release.
7.9.16
1.
Fix for reported problem with Funds to Owner (Individual) button
retaining open Work Orders.
2.
Fix for reported problem with Owner Envelopes print.
3.
Changes to accommodate multiple counties with Commercial tax
calculations. All Commercial TaxID’s must begin with “COMM” for
taxes to calculate regardless of length of lease.
4.
A special “gift” to one of our long-term clients which you
may find useful too. Owners and Tenants letters:
a.
In the Owners (or Tenants) screen click on the View button at the
lower left.
b.
Type in a note in the Owner Log Notes field (remember to use SHIFT +
F2, F2 to “Zoom” up the field).
c.
When you are done click the Owner Letter button and you will have a
pre-addressed letter to print and stick in a 2 window envelope. You
will also have a record in the Owner’s (or Tenant’s) screen of your
letter.
5.
Changes to the Advance Payment button in Reservations for
multiple charges on the same date. If there is more than one charge
on a given date you will be asked if you wish to process each one.
Also there is now an explanation in the PMM+ Online Help for the
Advance Payment button.
http://pmmaster.com/pmmhelprl1_6a.htm
6.
Added Tenant’s Name to the Payments Not Posted report
7.
Added Vendor Payments report to the Vendor screen
7.8.14
Added Close Reservation capability
1.
Main Menu; Lease & Reservations now has a menu choice
“Cancel / Close Reservations”
2.
When using the Cancel / Close choice there is a button to
Close the Reservation. Your are prompted to confirm. Closed
Reservations have a blue header. The date & time the Reservation
was closed will show at the lower left of the Reservation
screen.
3.
The Rents Due report (Main Menu; Lease & Reservations;
Reports) now has a choice to include Closed Reservations. If you
do not check this box only late rents for your current
Reservations / Leases will be reported.
As a courtesy to PMM users who have had PMM for
a long time we will “Close” all Reservations thru the DateTo that
you wish. Just send an email.
7.8.8
To make your property management a little easier we
have added a “Days Since Last Funding” column to the Current Balances
and the Funds to Owner – All reports. This is a count of the number of
days since you have last made a disbursement to the Owner.
7.8.5
To make PMM+ even more useful we have installed
software on the PMM+ server to support the “CutePDF” program. This free
program will allow you to “print” any of the PMM reports to an Adobe
.PDF file on your PC. From there you can print it or email it to your
clients.
The CutePDF program is available for free from:
www.cutepdf.com
Note that there is a $49.00 version which adds some
very useful features such as the ability to add comments and time
stamps, etc.
Once you have installed the program all you need to
do is to set the “CutePDF” printer in your printers folder to be your
Windows default printer before you connect to the PMM+ server. Then,
when you print any report you will be prompted for a name for the .PDF
file in your local PC’s “My Documents” folder. From there you can print
or email the file as you would a normal .PDF file.
The .PDF format (also known as “Adobe Acrobat”) is
the Internet standard for this type of file and comes pre-installed on
most computers. If your clients cannot open the .PDF files you send
them, direct them to:
www.adobe.com
to download and install the free Adobe Acrobat
reader.
7.7.7
A feature has been added to facilitate sending
Owner Statements with the Funds To Owner checks when using the Funds To
Owner All feature that was added to PMM+ recently. Suggested procedure:
1.
From Main Menu; Property Management; Financial Center; Funds
To Owner All print the Report
2.
Make any changes to Retainer, etc. required
3.
Open the Funds To Owner All button again and click “Process”
4.
Make any further changes required in individual accounts
5.
Print checks in the Banking Center
6.
Open the Funds To Owner All button again and enter the same
date that was entered in the Process step. Click the Owners
Statement s button and then select the range of dates desired for
the Owners Statements.
7.
When you click OK the report will match the checks printed.
7.6.18
-
Printing order of checks changed to match Owner
Statements. This will make matching OS's with checks much easier.
7.6.14
-
Added Escrow Due amount to the Check Outs
report. Use this report to refund deposits in a more timely manner.
It also will aid in determining damage fees.
-
A fix has been made for a reported problem in
the dates in the log screens in Owner, Agents, Tenants and Vendors.
Note that you do not have to enter the date. Just start typing in
the Log Notes field and the current date will be entered for you.
-
The order of transactions in the Financial
Center has been changed to show the most recent transactions at the
top. You can, of course, still change the order by using the A -> Z,
Z -> A buttons in the toolbar.
-
A 1099 Balance Forward field has been added to
the Owners screen to aid customers coming to PMM+ in mid year. This
figure will be added to the 1099 total for each Owner. Note that you
can also use this field to make adjustments to 1099 amounts.
7.5.28
-
In response to requests you now have the choice to
preview checks or print them directly to the printer. Once you have
printed a few batches of checks using the preview mode to make sure your
checks are in the correct order, etc., you can speed up printing by
using the "Direct" choice. Note that you must ensure that you
have selected the correct default
printer before using the Direct choice.
-
The Online Help on the website has been
reworked to make it easier to move around:
7.5.12
1. Tenant Only items in Reservations:
There are now "TenantOnly" check boxes in
Reservations that allow you to make entries that are only for the
Tenant. These items are not sent to the Financial Center and
do not become income to the Owner. These items cannot be
marked as Escrow or Rent. They do show up on the Tenant Statement
but are never posted to the Financial Center. Note that these funds
must be deposited into another account than the PMM Operating or
Escrow accounts. These items are intended to allow you to charge for
such things as extra amenities to a rental that do not involve the
Owner. Once an item has been checked as TenantOnly it cannot be
"unchecked". It can however be deleted.
2. Changes to Advance Payment posting:
Originally the Advance Payment button produced
a check to the Owner when it was posted. Now these "payments" are
made from the Escrow account to a special Vendor "BROKER" to
facilitate deposit to the Operating account. You should update the
special "BROKER" Vendor to include your name and address before
printing checks.
3. Recurring Payments:
In the Vendors screen there is now added
functionality to make payment of recurring payments such as
utilities, pool services, etc. easier. Enter the individual
recurring charge for each Unit in the Check Memo sub window. The
Charge Total box will show you the total enter to compare against
your bill from the Vendor.
Enter the desired date and description, save
the Vendor changes by clicking on the update bar on the left. Then
click the "Recurring Payments" button to make the correct Expense
entries for each Unit.
7.3.1
Release of PMM+
This new version now includes integrated check printing and
reconciliation as well as the reports required by state regulatory
agencies. Also included is a new Rental Center to most efficiently handle
your Reservations and Leases as well as enhancements to Work Order processing.
We are most excited to announce our new product
PMM+
Online. With
high speed and wireless Internet access becoming more common
PMM+
Online
will enable Property Managers to manage their business from any
computer with Internet access! Click here for more
information.
- - - -
- - - - - - - - - - Versions Prior To PMM+ - - - - - - - - - - - -
Note that all versions of
PMM after 5.7.29 REQUIRE VersaCheck Gold for printing checks.
Click here for information on purchasing VersaCheck Gold.
The current version of PMM is 6.4.2
6.4.2
1. Add code to show an "R" in the Availability screen if an Unfurnished Unit has a previous Reservation that may be extended. If the Move out date of the previous Reservation is within 60 days of the requested Move In date an "R" will show in the Availability check indicating that the previous Reservation may be renewed.
6.3.10
1. Replace Fireplace in Availability View screen with Pet Type
2. Add Unit Status view to bottom of Availability View screen. Double clicking on ReservationID takes user to that Reservation. "U/R" field also now viewable in this view of Availability
3. Add functionality for user to click "Pictures" button on top menu bar and open a Windows Explorer view of a company's Digital pictures. See PMM Update instructions for how to specify the location of the
company folder.
5.12.14
1. Fix for reported problem with some Expenses with value = $0.00 being exported incorrectly into VC.
2. Include Escrow payments TOOWNER in 1099 reports.
5.10.15
1. Fix for reported problem with closing Funds To Owner window.
2. Fix for reported problem with Tenant Zip code when exporting.
5.9.16
1. PMM versions after 5.9.16 have the
functionality added to recalculate sales and / or tourism taxes for
short term rentals.
Recommended procedures:
- If you have the network version of PMM, it is recommended that
you have all PMM users close PMM while performing this procedure.
- On the date of the tax rate change, change and save (by clicking
of the left side bar) the applicable tax rates in “Main Menu”;
“Data Entry”; “Taxes”. Make sure that you enter the
tax rate with the preceding decimal point. (i.e.: 6% = .06)
- Enter the Effective Date of the tax rate change.
- Click the Recalc Taxes button. Note: Depending on the number of
your Reservations, this may take a few minutes.
5.7.29
1. Change check export / import interface to
VersaCheck Gold. Note that you must install VersaCheck before
installing this update. The interface to Quicken is no longer
supported. Click here for information on purchasing VersaCheck Gold.
2. Unit Transactions screen now shows the total
estimate amount of any Uncompleted Work Orders for the Unit. This is
to aid the property manager in determining amount of "Funds to
Owner"
4.12.9
1. Limit length of Description when posting to correct reported errors when posting payments.
2. Adjust size of Res: column in Check-Ins & Check-Outs report
3. Change to Work Orders to prompt for additional Unit information if there are duplicate UnitID's
4. Emailing of:
a. Unit Status report
b. Owner's Statement
c. Tenant Quotation Letter
d. Owner Confirmation Letter
e. Tenant Confirmation Letter
f. Tenant Statement
g. Work Order (Owner & Vendor)
h. Unit Status Report
i. Maintenance History Report
is now supported for the MS Snapshot viewer program. The body of the email provides a link for the recipient to use to download the free MS Snapshot viewer program. For this feature to work best, email addresses should be entered in the appropriate PMM screens. (Owners, Vendors, Tenants, etc.)
Note that the original way of sending reports as attachments is still available. The original format is "RTF" which is a choice when you use the "File"; "Send" choice on the PMM menu.
Note that for these features to work you must have the full MS Access 2000 version installed.
4.8.18
1. Add Advance Payment button to Reservations.
(For more information contact us)
2. Add "WIRE" to payment methods in Res. Payments
3. Add button for Maintenance History to Work Order screen.
4. Double-click on Balance in Work Orders opens Unit Transactions screen for Unit.
5. Correction for reported problem of Escrow total if no payments entered on Rents Due report.
6. Add "auto date" to Payment Dates in Reservations. The first time a
payment date is entered it is "remembered". From then on, press F3 in the Payment Date field to repeat this date for you. It can be changed if necessary.
7. Payments Received report now sub-totals by payment type and sorts by payment number to make it easier to find posting errors when entering payments.
4.3.29
1. Add County totals to Tourism Tax Report. Change name to TourismTaxAudit from SalesTaxAudit
2. Add feature in Res.; Payments that notifies user if Unit Commission is 0.00% when Comm box is clicked.
3.11.17
1. Option to not show
Inactive Units on Current Balances report
3.6.13
- Change
to Work Order screen to support just typing in first few characters
of UnitID and have the rest of the control fields fill automatically
when the user presses TAB.
- Add
button for Uncompleted WO's report to Work Order screen.
3.5.15
2.4.17
1.
With this update there is a major change to the way deposits into
Quicken are handled. Previously each payment from Reservations and
“Funds from Owner” transactions in Unit Transactions were entered
into Quicken as individual deposits. This made reconciling Quicken with
your bank statement difficult. Now each day’s payments and / or
“Funds from Owner” (negative amounts entered into Income) in Unit
Transactions are totaled and entered into Quicken as “Daily
Deposit”. This is done
for the Operating account and the Escrow account.
Note that deposits are
only exported to Quicken when you choose “All Units”. This allows
you to still make a one-time check for an owner or a vendor by choosing
“This Unit”.
The total from your
“Cash Receipts” report plus the total of any “Funds from Owner”
entries in Income will be equal to this amount entered into Quicken.
When your bank statement arrives you can match the check numbers and
these daily deposit entries to reconcile your statement.
Note that there is a
“dummy” Unit called “TAXES” that is created automatically by
this update. This unit is only to be used to handle tax payments for
Reservations. You should not make manual entries in this Unit in Unit
Transactions and, of course, you cannot make Reservations for this dummy
Unit. You are still responsible for paying your taxes from the PMM
tax report and manually entering a check for these taxes directly in
Quicken.
2.
The CheckIn and CheckOut reports have been modified to run
faster.
2.2.22
1.
Add Vendor Payments report to Unit Transaction reports
2.
Add Onscreen Help
2.1.28
-
Add 1099 Details query
-
Fix for problem reported by LSI
-
Fix for format of dates in Tenant Log
1.12.28
-
Fix for reported problem with Check-In and
Check-out reports
1.12.2
1.
When checking Availability if there is an unconfirmed
reservation for a Unit with dates that are in the range being checked a
“U” will display in the third column. Note that there may be more
than one unconfirmed reservation.
2.
Fix for reported problem with Batch Posting Payments to
unconfirmed reservations.
3.
Fix for reported problem with Tenant Quotation letter.
4.
Fix for problem reported by some PMM Users with Rolodex.
1.11.6
- The
Unit Transactions report now also has the option to print Escrow and
totals for each Owner.
- Agent
ID required in Reservations
- All
Owner Envelopes now available from Owner's screen
1.11.3
- Fix
for problem from previous update which caused an error message on
some cancelled reservations.
1.10.30
- Fix
for reported problem with Amounts due on Check-Ins report.
- Fix
for password problem when field password is blank.
- Tenant
Statement now prompts for a date and only shows charges up to this
date.
- You
now have the option to print Escrow on Owner Statements
1.10.16
- The
Occupancy form (Property Management; Unit Status; Occupancy) now
shows whether the Unit is Furnished. Also InActive Units are NOT
shown.
- The
“Owners Statements – All” button in Reports now only prints
Units NOT marked InActive.
1.10.1
- There
is a new report “Project Income”. This report allows you to get
an estimate of your expected income based on current confirmed
reservations. It is at Main Menu; Property Management; Unit
Transactions; Reports.
- The
Commissions and CommissionTo fields are now available in the
datasheet view of Units.
1.8.14
- On
all of the “Calendars” there are “<” and “>”
buttons. If you click these you will go to the previous or next
month. We think this will make entering dates easier.
- In
many of the forms you will see that some of the fields are colored blue.
If you “double-click” on these fields you will be taken
directly to that screen for more details. For example, in the Units
screen if you double-click on the Owner’s name you will be taken
directly to this owner’s screen. In the Availability screen you
can double-click on the Unit ID to go to the Unit screen directly.
If you are in the Reservations screen, double click on any payment
date and you will go directly to that Unit’s Unit Transactions. If
you find other places where this feature would be beneficial, please
send us an email.
- Entering
of payments has also been made a little easier. When you first enter
the Payment Date field, today’s date will automatically be entered
for you.
1.4.21
- Rolodex
On the top menu of PMM there is now a “Rolodex” button
that list all of your Agents, Owners, Tenants and Vendors in
one easy to use form. Use your normal search and filtering
techniques to best use this feature.
Note that if you double-click on an email address you can send an
email directly. (Note that this feature may not work correctly with
some version of AOL).
- Occupancy
report.
This feature has been improved. You can reach this report from
“Main Menu”; “Property Management”; “Unit Status” and
then click on the “Occupancy” button. Select the month and year
you wish to see and click OK.
The report lists all Units with the column in red indicating the
number of days that month the Unit is occupied. The black numbers
indicate the Reservation number. If you double-click on these
numbers the Reservation screen will open so you can see further
information about that Reservation..
You can also print this report to have an “at a glance” status
of your Availability.
