Lessors - Revision history

John.devonshire at 13:29, 20 September 2014

2014-09-20T13:29:53Z

John.devonshire at 13:28, 20 September 2014

2014-09-20T13:28:13Z

Alex.tso: /* Notes */

2013-08-12T18:01:55Z

‎Notes

Alex.tso: /* Notes */

2013-08-12T17:49:54Z

‎Notes

Administrator at 13:48, 26 July 2013

2013-07-26T13:48:11Z

Administrator: /* Payments */

2013-07-25T15:44:08Z

‎Payments

Administrator: /* Payment Summary */

2013-07-25T15:43:59Z

‎Payment Summary

Administrator: /* Payment Schedules */

2013-07-25T15:43:49Z

‎Payment Schedules

Administrator: /* Payments */

2013-07-11T19:15:31Z

‎Payments

Administrator: /* Payment Summary */

2013-07-11T19:13:49Z

‎Payment Summary

@@ Line 20: / Line 20: @@
 To delete a Lessor, there must be no reference to it on a Lease Payment Schedule. Select the database from the FINANCIAL folder, then double click the desired item. Select the Delete button ([[File:New_delete_button.JPG]]) for the record. Ad Manager will ask you for confirmation to delete the Lessor.
 ==Lessors Pages==
@@ Line 149: / Line 146: @@
 The Filter check box allows you to filter the listing of Payment Schedules to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payment Schedules with certain recurrence patterns, for specific Payees, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.
-== Payment Summary ==
+=== Payment Summary ===
 The Payment Summary Page allows you to identify how well you have reached your Payment requirements to this Lessor/Payee. From this screen you can see how much money has been Paid, Finalized, Exported, Sent, and the Current Balance Owing.

@@ Line 1: / Line 1: @@
-Page for Lessors.
+The Lessors database contains a listing of companies and/or people to whom you are making a lease payment(s). Ad Manager uses this database when setting up a [[Lease payment schedules]] and the data may be contained in a financial export.
-== Contacts ==
+To add a Lessor, click the arrow beside the New icon ([[File:New_add_button.JPG]]) for a list of items you can add. Select OTHER, then select Lessor. The [[Lessors#Details|Lessor Details]] window will appear, and a new Lessor can be entered. Enter the First Name and Last Name (if you are paying a person), the Company name (if you are paying a company), Business Phone Number, Mobile Phone Number, Business Fax Number and E-mail Address (as applicable). To add the Address information, click on the ellipsis ([[File:New_ellipsis.JPG]]) and enter the Street and/or Postal Box Number, City, State/Province, Zip/Postal Code and Country and then click OK. Enter the Tax Id Number and Vendor Code Number (usually matches one that has been set up in the users' Accounting Package).
 The Contacts Page is used to enter information referring to all Contact people for a Lessor.
@@ Line 27: / Line 50: @@
 The Filter check box allows you to filter the listing of Contacts to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Contacts with a certain Name, Phone number, or Address. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
-== Details ==
+=== Details Page ===
 The Details Page is where information about the Lessor is displayed. Lessors or Payees are companies and/or people to whom you are making a Lease Payment(s).
@@ Line 35: / Line 58: @@
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
 === Fields ===
-Address: This is the mailing address for the Lessor. To add the ADDRESS, click on the ellipsis ([[File:New_ellipsis.JPG]]) for the Address Builder window and fill in the information accordingly.
+''Address'': This is the mailing address for the Lessor. To add the ADDRESS, click on the ellipsis ([[File:New_ellipsis.JPG]]) for the Address Builder window and fill in the information accordingly.
-Company: This is the name of the company you are paying for a particular Lease. If your Lessor is not a company, but a person, do not fill this field out.
+''Company'': This is the name of the company you are paying for a particular Lease. If your Lessor is not a company, but a person, do not fill this field out.
-E-mail: The e-mail address of this Lessor.
+''E-mail'': The e-mail address of this Lessor.
-Fax: This is the Fax number of this particular Lessor.
+''Fax'': This is the Fax number of this particular Lessor.
-Inactive: This check box allows you to mark a Lessor as one you no longer deal with by clicking on the check box.
+''Inactive'': This check box allows you to mark a Lessor as one you no longer deal with by clicking on the check box.
-Name: This is the name of the Lessor. If the Lessor is a Company, then leave this field blank.
+''Name'': This is the name of the Lessor. If the Lessor is a Company, then leave this field blank.
-Phone: This is the phone number of this Lessor.
+''Phone'': This is the phone number of this Lessor.
-Tax id: If you are providing your Lessor with Government income statements, you will need to record their tax id code here.
+''Tax id'': If you are providing your Lessor with Government income statements, you will need to record their tax id code here.
-Vendor code: The code assigned to this vendor in your accounting package. This is a required field and must be filled in. The Vendor code in Ad Manager must match exactly the vendor code in your accounting package if you will be exporting lease payments from Ad Manager to your accounting package.
+''Vendor code'': The code assigned to this vendor in your accounting package. This is a required field and must be filled in. The Vendor code in Ad Manager must match exactly the vendor code in your accounting package if you will be exporting lease payments from Ad Manager to your accounting package.
-== Leases ==
+=== Leases Page ===
 The Leases Page lists all Leases that are associated with this Lessor.
@@ Line 87: / Line 108: @@
 The Filter check box allows you to filter the listing of Leases to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Leases that are active, that expire on a certain date, that have a specified number of sites attached, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
-== Notes ==
+=== Notes Page===
 For more information on the Notes page, [[Notes page|click here]].
-== Payment Schedules ==
+=== Payment Schedules Page===
 The Payment Schedules Page provides a financial history for this Lessor by showing a listing of all payment schedules that have been set up.
@@ Line 105: / Line 126: @@
 [[File:New_update_button.JPG]]- The Update button allows you to select one or more Payment Schedules and change information on them. All highlighted Schedules will be changed to reflect the items selected.
 The functions available through the buttons immediately above the Payment Schedules pane are:
@@ Line 113: / Line 133: @@
 [[File:New_properties_button.JPG]]- Opens the Lease Payment Schedule - Details window to allow you to review or change any information related to the Lease Payment.
+Right clicking on the list of Payment Schedules will display this menu. From here you can duplicate the Payment Schedule, change the status of a Payment Schedule as well as any line items by using the Update option.
-−
-=== Right Click ===
 [[File:New_Lessors_Payment_Schedules_right_click.JPG]]
 To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.
@@ Line 140: / Line 156: @@
 For information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
-== Payments ==
+=== Payments Page ===
 The Payments Page provides a listing of all payments that have been scheduled to be payed to this Lessor/Payee.
@@ Line 154: / Line 170: @@
 [[File:New_update_button.JPG]]- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.
 The functions available through the buttons immediately above the Payments pane are:
@@ Line 163: / Line 177: @@
 [[File:New_properties_button.JPG]]- Opens the Payment - Details window to allow you to review or change any information related to the payment.
+Right clicking on the list of Payments will display this menu. From here you can change the due date of a payment, the status of a payment as well as any line items by using the Update option, as well as, finalize, un-finalize, and reset the exported status of a payment or group of highlighted payments.
-−
-=== Right Click ===
 [[File:New_Lessors_Payments_right_click.JPG]]
 To change the information being viewed in the list, simply right click in the list, and choose Customize Current View. To change the sort order, simply right click in the list, and choose Order.

@@ Line 88: / Line 88: @@
 == Notes ==
-For more information on the Notes page, [[Notes|click here]].
+For more information on the Notes page, [[Notes page|click here]].
 == Payment Schedules ==

@@ Line 88: / Line 88: @@
 == Notes ==
-The Notes Page allows you to store general notes about the Lessor. This page can be used by Lease Representatives to record contact notes anytime they make a call or visit the landlord, so they will have a detailed history of the Lessor and what has happened.
+For more information on the Notes page, [[Notes|click here]].
-−
-[[File:New_Lessors_Notes.JPG]]
-−
-For information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
-−
-If you wish to enter a general note for the Lessor, click in the Notes pane and type the appropriate information.
 == Payment Schedules ==

@@ Line 23: / Line 23: @@
 [[File:New_properties_button.JPG]]- Edit the information for the highlighted Contact.
-For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Contacts to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Contacts with a certain Name, Phone number, or Address. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
@@ Line 32: / Line 32: @@
 [[File:New_Lessors_Details.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 Fill in the appropriate information for each field. Select the appropriate item from any of the drop down lists (in the [[File:New_dropdown_button.JPG]] boxes) or type in the information if it is not present.
@@ Line 83: / Line 83: @@
 In addition, while you are in the pane, you can double click on a Lease to see details about the Lease. You can also right click in the pane and select "New", "Customize Current View" , "Order" or "Refresh" (see above).
-For additional information on buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Leases to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Leases that are active, that expire on a certain date, that have a specified number of sites attached, etc. When a filter is active, a check mark will appear in the filter box. To clear the filter and see all records, click on Filter, then the Clear button on the Filter screen, followed by the OK button.
@@ Line 92: / Line 92: @@
 [[File:New_Lessors_Notes.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 If you wish to enter a general note for the Lessor, click in the Notes pane and type the appropriate information.
@@ Line 135: / Line 135: @@
 Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.
-For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Payment Schedules to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payment Schedules with certain recurrence patterns, for specific Payees, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.
@@ Line 144: / Line 144: @@
 [[File:New_Lessors_Payment_Summary.JPG]]
-For information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 == Payments ==
@@ Line 189: / Line 189: @@
 Go To - The Go To feature allows you to open a window for the appropriate item for the highlighted record.
-For additional information on the buttons that appear at the top of the window, click here. For information on the menu items that appear under the Tools menu, click here.
+For additional information on the buttons that appear at the top of the window, [[Buttons#Lessor|click here]]. For information on the menu items that appear under the Tools menu, [[FAQ and General Info#Lessor Tools Menu|click here]].
 The Filter check box allows you to filter the listing of Payments to show only those that meet a certain criteria. When selected, a filter screen will appear, allowing you to choose to see Payments that are due on a certain date, finalized or exported on a certain date, etc. When a filter is active, a check mark will appear in the Filter box. To clear the filter and see all records, click on Filter, then the Clear button the Filter screen, followed by the OK button.

@@ Line 147: / Line 147: @@
 == Payments ==
-The Payments Page provides a listing of all payments that have been scheduled to be payed to this Lessor/Payee. You are required to have the Financial Module in order to use this page.
+The Payments Page provides a listing of all payments that have been scheduled to be payed to this Lessor/Payee.
 [[File:New_Lessors_Payments.JPG]]

@@ Line 97: / Line 97: @@
 == Payment Schedules ==
-The Payment Schedules Page provides a financial history for this Lessor by showing a listing of all payment schedules that have been set up. You are required to have the Financial Module in order to use this page.
+The Payment Schedules Page provides a financial history for this Lessor by showing a listing of all payment schedules that have been set up.
 [[File:New_Lessors_Payment_Schedules.JPG]]

@@ Line 149: / Line 149: @@
 The Payments Page provides a listing of all payments that have been scheduled to be payed to this Lessor/Payee. You are required to have the Financial Module in order to use this page.
+[[File:New_Lessors_Payments.JPG]]
 Tool buttons found at the top of the Lessor - Details screen when you are on the Payments Page:
-- Customize Current View allows you to select the columns to display and the order to display them in.
+[[File:New_customize_button.JPG]]- Customize Current View allows you to select the columns to display and the order to display them in.
-- Order allows you to sort the Payments in the desired order.
+[[File:New_order_button.JPG]]- Order allows you to sort the Payments in the desired order.
-- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.
+[[File:New_refresh_button.JPG]]- The Refresh button will reload the list of Payments, in the event changes to the Payments have occurred since you visited this page.
-- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.
+[[File:New_update_button.JPG]]- The Update button allows you to select one or more Payments and change information on them. All highlighted Payments will be changed to reflect the items selected.
@@ Line 165: / Line 165: @@
 The functions available through the buttons immediately above the Payments pane are:
-- Delete the highlighted Payment from this Lessor. Highlight the item and click the Delete button.
+[[File:New_delete_button.JPG]]- Delete the highlighted Payment from this Lessor. Highlight the item and click the Delete button.
-- Opens the Payment - Details window to allow you to review or change any information related to the payment.
+[[File:New_properties_button.JPG]]- Opens the Payment - Details window to allow you to review or change any information related to the payment.
 === Right Click ===
 - Right clicking on the list of Payments will display this menu. From here you can change the due date of a payment, the status of a payment as well as any line items by using the Update option, as well as, finalize, un-finalize, and reset the exported status of a payment or group of highlighted payments.