Rental Housing ManagerRental Housing Manager

Manages your Rental Manages your Rental Properties and seamlessly Properties and seamlessly

integrates into Sage Accpac’s integrates into Sage Accpac’s Accounts ReceivableAccounts Receivable

A look into the latest creation from A look into the latest creation from the design team at Kinetic ISthe design team at Kinetic IS

Fully Compatible with Sage Fully Compatible with Sage Accpac ERP Version 5.0 - 5.3Accpac ERP Version 5.0 - 5.3

Creates it’s own companion Creates it’s own companion database to track Properties, database to track Properties, units, Applicants, and tenants, units, Applicants, and tenants, along with Rental payments, along with Rental payments, and Chargesand Charges

Written in Sage Accpac’s Written in Sage Accpac’s Latest xAPI technologyLatest xAPI technology

Automatically transfer new Automatically transfer new tenants into Sage Accpac’s AR tenants into Sage Accpac’s AR as customers, with your own as customers, with your own unique tenant codes or map unique tenant codes or map an Applicant to an existing an Applicant to an existing Sage Accpac customerSage Accpac customer

Automatically transfer rental Automatically transfer rental invoices, charges, and invoices, charges, and payments into Sage Accpac’s payments into Sage Accpac’s AR ModuleAR Module

Set up your system to work on Set up your system to work on either a Cash or Accrual Basiseither a Cash or Accrual Basis

Track tenant, unit, and Track tenant, unit, and property history property history

Great for Gear to Income Great for Gear to Income housing propertieshousing properties

Use the built in reports or Use the built in reports or create your own reportscreate your own reports

All Reports are Written using All Reports are Written using Crystal reportsCrystal reports

Security allows the Sage Security allows the Sage Accpac Administrator to keep Accpac Administrator to keep passwords securepasswords secure

The reason for this latest creationThe reason for this latest creationAfter working with Government agencies, and First nations forAfter working with Government agencies, and First nations foralmost 20 years we have had a chance to see the day to day needalmost 20 years we have had a chance to see the day to day needwithin these organizations for a better way to manager their housingwithin these organizations for a better way to manager their housingneeds, for years we have seen that the housing and the finance needs, for years we have seen that the housing and the finance departments have been struggling to work together due to the departments have been struggling to work together due to the constraints that everyday tasks place on the separate departments, constraints that everyday tasks place on the separate departments, the biggest struggle is the need for reports. Housing departments have very the biggest struggle is the need for reports. Housing departments have very specific needs when it comes to reports, they not only specific needs when it comes to reports, they not only have to report to their own governing bodies, but they must also at have to report to their own governing bodies, but they must also at times report to the community through committees, the problem lies in the times report to the community through committees, the problem lies in the fact that the housing departments do not control their personal data, making fact that the housing departments do not control their personal data, making it difficult to produce a report, particularly if the finance department does not it difficult to produce a report, particularly if the finance department does not have time to produce the reports for them. Keeping in mind that once the have time to produce the reports for them. Keeping in mind that once the housing department receives the reports from finance, a lot of the time they housing department receives the reports from finance, a lot of the time they must then go through and set up the reports in a spread sheet in order to must then go through and set up the reports in a spread sheet in order to generate the information in the way that is required for their needs. This is generate the information in the way that is required for their needs. This is where we come in. where we come in.

The future of HousingThe future of Housing

Imagine now that a housing department was Imagine now that a housing department was given the proper tools to manager their given the proper tools to manager their Properties, Tenants, and Rents. Imagine that with Properties, Tenants, and Rents. Imagine that with the click of a mouse they could generate reports the click of a mouse they could generate reports without a spread sheet, in less than half the time without a spread sheet, in less than half the time it took in the past. Imagine that a finance it took in the past. Imagine that a finance department no longer had to collect money and department no longer had to collect money and report back to the Housing department. Now look report back to the Housing department. Now look into the future of rental housing departments, as into the future of rental housing departments, as they are given a tool that tracks rents, arrears, they are given a tool that tracks rents, arrears, tenant history, and building history, all with a few tenant history, and building history, all with a few simple key strokes and the click of a mouse.simple key strokes and the click of a mouse.

Welcome to Rental Housing Welcome to Rental Housing ManagerManager

Logging into Rental Housing Logging into Rental Housing ManagerManager

Logging into Rental Housing Manager requires the same security Logging into Rental Housing Manager requires the same security needed in Sage Accpac, this means that a user must use the same needed in Sage Accpac, this means that a user must use the same log in name and password as they would in Sage Accpac.log in name and password as they would in Sage Accpac.

Inside Rental Housing ManagerInside Rental Housing Manager

Once a user has logged into Rental Housing Manager they have the ability Once a user has logged into Rental Housing Manager they have the ability to create Properties, Units, Applicants, Tenants, Rent & Charge Invoices, to create Properties, Units, Applicants, Tenants, Rent & Charge Invoices, and Payments. A user also has the ability to print comprehensive reports, and Payments. A user also has the ability to print comprehensive reports, and produce receipts with the click of a mouse.and produce receipts with the click of a mouse.

Creating PropertiesCreating Properties

To create a new property click ‘New’ and fill in the information, notice that you have To create a new property click ‘New’ and fill in the information, notice that you have the option to setup a property with a single unit or with multiple units, this is needed the option to setup a property with a single unit or with multiple units, this is needed if you are dealing with single family homes or with a multi unit apartment building, if you are dealing with single family homes or with a multi unit apartment building, after all of the information is setup for the Property, click save, in the case of a single after all of the information is setup for the Property, click save, in the case of a single family home the unit will automatically be created with in the Units Forum. It is that family home the unit will automatically be created with in the Units Forum. It is that simple! See the next slide for Option Fields. simple! See the next slide for Option Fields.

Property Optional FieldsProperty Optional Fields

We have added unlimited optional fields allowing We have added unlimited optional fields allowing you to report on and track anything that is you to report on and track anything that is necessary for your needs.necessary for your needs.

A look into UnitsA look into Units

You can see in this screen that all of the information entered in the new property You can see in this screen that all of the information entered in the new property setup screen has been sent over to the unit screen, because you have selected the setup screen has been sent over to the unit screen, because you have selected the single unit option, you must enter the market rent, as shown by the arrow in the single unit option, you must enter the market rent, as shown by the arrow in the above image. In the case of a multiple unit building you would have to create each of above image. In the case of a multiple unit building you would have to create each of the units separately, this is done by clicking the NEW button and then filling in all of the units separately, this is done by clicking the NEW button and then filling in all of the information needed for the unitthe information needed for the unit

Unit optional fieldsUnit optional fields

We have added the ability to create and We have added the ability to create and use an unlimited number of optional fields use an unlimited number of optional fields for units as well.for units as well.

Creating ApplicantsCreating Applicants

Creating an Applicant is simple, Click ‘New’ and then fill in the information needed, Creating an Applicant is simple, Click ‘New’ and then fill in the information needed, when you are setting up your program for the first time, you may already have your when you are setting up your program for the first time, you may already have your tenants set up in Sage Accpac, in that case you are able to map your new Applicant tenants set up in Sage Accpac, in that case you are able to map your new Applicant to a Customer in Sage Accpac Accounts Receivable, and you will be able to see all of to a Customer in Sage Accpac Accounts Receivable, and you will be able to see all of their outstanding Invoices. You will see how this is done in the next slide.their outstanding Invoices. You will see how this is done in the next slide.

Linking an Applicant to an Existing Linking an Applicant to an Existing Sage Accpac CustomerSage Accpac Customer

While still in the Applicants screen you can see right into the Sage Accpac While still in the Applicants screen you can see right into the Sage Accpac database to choose an existing Customer. You are also able to see all of database to choose an existing Customer. You are also able to see all of their existing Invoices weather they are Rents or Charges. From here you their existing Invoices weather they are Rents or Charges. From here you can put them onto a waiting list and offer them a unit without ever leaving can put them onto a waiting list and offer them a unit without ever leaving this module.this module.

The Offers ScreenThe Offers Screen

When your applicant has accepted your offer for a unit you are able to create their tenant by going When your applicant has accepted your offer for a unit you are able to create their tenant by going into the Offers Screen and clicking accept, when you are setting up the system for the first time into the Offers Screen and clicking accept, when you are setting up the system for the first time their Tenant number will be their existing Sage Accpac customer Number, eliminating a double their Tenant number will be their existing Sage Accpac customer Number, eliminating a double entry in Sage Accpac for the tenant, if they are a new Tenant, you have the option to either have entry in Sage Accpac for the tenant, if they are a new Tenant, you have the option to either have the system automatically create the Tenant Number for you, or you can type it in manually, using the system automatically create the Tenant Number for you, or you can type it in manually, using the same format that Sage Accpac uses.the same format that Sage Accpac uses.

The Tenant NumberThe Tenant Number

When you have accepted the Applicant to become a tenant, and When you have accepted the Applicant to become a tenant, and they have agreed to the rental terms, you may receive a prompt they have agreed to the rental terms, you may receive a prompt to enter a unique Tenant Number, this will only happen if you have to enter a unique Tenant Number, this will only happen if you have not selected the Auto Number option and if you are not linking the not selected the Auto Number option and if you are not linking the Applicant to an existing Sage Accpac customer.Applicant to an existing Sage Accpac customer.

Auto NumbersAuto Numbers

As we have described, this program gives you the option to either have the system generate As we have described, this program gives you the option to either have the system generate Applicant, Tenant, Property, Charge, Credit Note, Payment, and Prepayment Numbers for you, or if Applicant, Tenant, Property, Charge, Credit Note, Payment, and Prepayment Numbers for you, or if you have not selected the Auto numbers for any of these you are able to type them in manually. you have not selected the Auto numbers for any of these you are able to type them in manually. When you choose to type them in manually, you will have to ensure that each one that you create is When you choose to type them in manually, you will have to ensure that each one that you create is unique, this is to ensure that you do not create duplicate entries, and it also helps to protect the unique, this is to ensure that you do not create duplicate entries, and it also helps to protect the integrity of you data.integrity of you data.

A look at a TenantA look at a Tenant

After you have accepted the offer in the Applicant offers tab, the Tenant is created automatically, In After you have accepted the offer in the Applicant offers tab, the Tenant is created automatically, In the case of a new Applicant you will either have the Auto generated Number from the system, or the case of a new Applicant you will either have the Auto generated Number from the system, or the unique number you keyed in or as in the case shown above when setting up the system for the the unique number you keyed in or as in the case shown above when setting up the system for the first time and using the linking option, the Tenant Number is created for you using the Sage Accpac first time and using the linking option, the Tenant Number is created for you using the Sage Accpac Customer number, this Tenant is now linked to the Customer in Sage Accpac, so from this point Customer number, this Tenant is now linked to the Customer in Sage Accpac, so from this point forward you will not have to worry about double entries for the same person in Sage Accpacforward you will not have to worry about double entries for the same person in Sage Accpac

Creating Rental InvoicesCreating Rental Invoices

In the past the Finance department had to set up recurring charge batches for the In the past the Finance department had to set up recurring charge batches for the rental invoices, in our system when you are going into a new month and you want to rental invoices, in our system when you are going into a new month and you want to create the rental invoices, it is as simple as clicking the ‘Calc Rents’ Button, all of create the rental invoices, it is as simple as clicking the ‘Calc Rents’ Button, all of your rents for the month are created instantly as shown by the next slide your rents for the month are created instantly as shown by the next slide

Rents with the click of a ButtonRents with the click of a Button

Rents have never been made so easy. Once the rental invoices have been created for Rents have never been made so easy. Once the rental invoices have been created for the month you are able to print the rental invoices for each tenant if needed from the month you are able to print the rental invoices for each tenant if needed from this screen, or if later in the month a new tenant moves in you can click the new this screen, or if later in the month a new tenant moves in you can click the new button to create the rental charge, the ‘NEW’ button will bring up the New Rent entry button to create the rental charge, the ‘NEW’ button will bring up the New Rent entry screen, as shown in the next Slide.screen, as shown in the next Slide.

New Tenants in the middle of a New Tenants in the middle of a monthmonth

There will never be a time when you refuse to allow a tenant to move in simply There will never be a time when you refuse to allow a tenant to move in simply because it is not the first of the month so we have made it simple for you to add their because it is not the first of the month so we have made it simple for you to add their rent in by simply clicking the new button on the Rents Screen. When you have clicked rent in by simply clicking the new button on the Rents Screen. When you have clicked the NEW Button on the Rent Screen the New Rent Screen will pop up, then you the NEW Button on the Rent Screen the New Rent Screen will pop up, then you simply select the Tenant from the finder and fill in the amount the tenant owes for simply select the Tenant from the finder and fill in the amount the tenant owes for the rest of the month, select what payment type they will normally use, and finally the rest of the month, select what payment type they will normally use, and finally type in a description if you require one, and click save and then close, the new rental type in a description if you require one, and click save and then close, the new rental invoice has now been created.invoice has now been created.

Creating Charges & Credit NotesCreating Charges & Credit Notes

If there is ever a need to charge an additional fee to the tenant, for If there is ever a need to charge an additional fee to the tenant, for maintenance, or Cleaning or any other charges that the Tenant may be maintenance, or Cleaning or any other charges that the Tenant may be responsible for you are able to create the charges quickly and easily, responsible for you are able to create the charges quickly and easily, simply select the Tenant, the date, the charge amount, the charge type simply select the Tenant, the date, the charge amount, the charge type and give it a description if needed, click save and if needed click print and and give it a description if needed, click save and if needed click print and an invoice will be printed as shown in the next slide.an invoice will be printed as shown in the next slide.

The Charge InvoiceThe Charge Invoice

Charges & Credit Notes Cont’dCharges & Credit Notes Cont’d

There may be cases where an error is made in sending an invoice to the Tenant. In There may be cases where an error is made in sending an invoice to the Tenant. In that case you will need to create a credit note. This is done in the same manner as that case you will need to create a credit note. This is done in the same manner as creating a charge or rental invoice, then you can apply the credit to the tenants next creating a charge or rental invoice, then you can apply the credit to the tenants next rent, once you have filled in all of the information click save, if you require a printed rent, once you have filled in all of the information click save, if you require a printed copy to give to the Tenant click print and a credit note will be printed as shown in the copy to give to the Tenant click print and a credit note will be printed as shown in the next slidenext slide

The Credit NoteThe Credit Note

Rent Payments without HasslesRent Payments without Hassles

In the past when a tenant came in to pay rent, the money was collected and a In the past when a tenant came in to pay rent, the money was collected and a manual receipt was issued, and now when a Tenant comes in to pay either rents or manual receipt was issued, and now when a Tenant comes in to pay either rents or charges you are able to enter the payment easily with a few key strokes, simply charges you are able to enter the payment easily with a few key strokes, simply select the tenant, fill in the amount they are giving you and then select the invoice select the tenant, fill in the amount they are giving you and then select the invoice they are paying. Once you have filled in all of the information click save and if they they are paying. Once you have filled in all of the information click save and if they require a receipt, click the print button and a receipt will be printed as shown in the require a receipt, click the print button and a receipt will be printed as shown in the next slide.next slide.

No more manual ReceiptsNo more manual Receipts

Receipt and Statement in oneReceipt and Statement in one

Prepayments Prepayments

In the past a payment for last months rent, or a security deposit or If your tenant In the past a payment for last months rent, or a security deposit or If your tenant ever came in to pay rent in advance, or if they wanted to apply money to their ever came in to pay rent in advance, or if they wanted to apply money to their account before charges or rents have been calculated it was difficult to handle. Now account before charges or rents have been calculated it was difficult to handle. Now you can enter a Prepayment to be applied later, after all of the information is entered you can enter a Prepayment to be applied later, after all of the information is entered click save and if they would like a printed copy click print and a receipt will be printed click save and if they would like a printed copy click print and a receipt will be printed as shown in the next slideas shown in the next slide

Prepayment ReceiptPrepayment Receipt

How do we get this information to How do we get this information to Sage Accpac ERP?Sage Accpac ERP?

Well its simple. To send your Rents, Charges, Credit notes, Payments, & Well its simple. To send your Rents, Charges, Credit notes, Payments, & Prepayments to Sage Accpac, go to the Export menu and select what Prepayments to Sage Accpac, go to the Export menu and select what you would like to send to Sage Accpac then the export screen will open you would like to send to Sage Accpac then the export screen will open to select what items you want to send to Sage Accpac as shown in the to select what items you want to send to Sage Accpac as shown in the Next SlideNext Slide

Exporting to Sage AccpacExporting to Sage Accpac

In this screen you can either choose to export all of the items in In this screen you can either choose to export all of the items in the list or you can select specific items to Export to Sage Accpac. the list or you can select specific items to Export to Sage Accpac. Weather you are Exporting Rents, Charges, Payments, Weather you are Exporting Rents, Charges, Payments, Prepayments, or Credit notes the process is the same.Prepayments, or Credit notes the process is the same.

These are the Buttons to get into These are the Buttons to get into the different Screensthe different Screens

The Properties ButtonThe Properties Button The Units ButtonThe Units Button The Applicants ButtonThe Applicants Button The Tenants ButtonThe Tenants Button The Offers ButtonThe Offers Button The Rents ButtonThe Rents Button The Charges ButtonThe Charges Button The Payments ButtonThe Payments Button

The MenusThe Menus The File MenuThe File Menu

The Export MenuThe Export Menu

The Applicants MenuThe Applicants Menu

The Tenants MenuThe Tenants Menu

The Units MenuThe Units Menu

The Property Menu The Property Menu

The Menus Cont’dThe Menus Cont’d The Reports MenuThe Reports Menu

The Configuration The Configuration MenuMenu

The Options MenuThe Options Menu

The Windows MenuThe Windows Menu

The Help MenuThe Help Menu

Minimum System RequirementsMinimum System Requirements

Sage Accpac Advantage Series 5.x Sage Accpac Advantage Series 5.x System Manager, General Ledger, System Manager, General Ledger,

and Accounts Receivable installed and Accounts Receivable installed LocallyLocally

Microsoft Windows 98 or aboveMicrosoft Windows 98 or above Pentium III 866MHz, 256MB Ram, Pentium III 866MHz, 256MB Ram,

CDRomCDRom

In ConclusionIn Conclusion

WE hope that this tour has helped to WE hope that this tour has helped to shed some light on the many shed some light on the many features and benefits of Property features and benefits of Property Manager. We look forward to helping Manager. We look forward to helping you in any way. Please feel free to you in any way. Please feel free to contact us if you have any questions contact us if you have any questions about this presentation or the about this presentation or the program, and we would be happy to program, and we would be happy to assist you in any way.assist you in any way.

To contact usTo contact us

Please feel free to visit our web site Please feel free to visit our web site at:at:

www.kineticis.comwww.kineticis.com

or by:or by:

Phone:Phone: (705) 682-1271(705) 682-1271

Fax:Fax: (705) 682-1312(705) 682-1312

Email:Email: info@kineticis.cominfo@kineticis.com