Overview
Use the Unit setup to create and configure units associated with a property.
To access the unit list, go to Setup > Units.
From the Units list, select Create to create a new unit.
Choose The Unit Source
In the Basic Info section of the General tab, select one of the following options:
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New Unit: Create a new unit in SIRE and send it to Sage Intacct.
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From Intacct: Select a unit that already exists in Sage Intacct and add it to SIRE.
New Unit
When creating a new unit, complete the following fields:
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Property: Select the property associated with the unit.
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Unit ID: Enter a unique unit identifier. SIRE may add the property ID as a prefix. The complete Unit ID can contain up to 20 characters.
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Unit Name: Enter the name used to identify the unit. The name can contain up to 100 characters.
Unit IDs and unit names must not duplicate existing records.
When you save a new unit, SIRE creates the corresponding location in Sage Intacct.
From Intacct
Select From Intacct when the unit already exists in Sage Intacct.
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Select the associated Property.
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Search for and select the existing Intacct unit.
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SIRE populates the Unit ID and Unit Name from the selected Intacct record.
The Intacct unit must already be associated with the selected property.
General Tab
The General tab includes the unit's basic information, address, and status.
Unit Information
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Unit class: Select the unit classification configured under Company > My Preferences.
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Address 1: Enter the unit's primary address. This field is required and can contain up to 100 characters.
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Address 2: Enter additional address information when applicable. This field is optional and can contain up to 100 characters.
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Country: Select the unit's country.
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State: Select the state or province. Available values depend on the selected country.
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City: Enter the city. This field is required and can contain up to 50 characters.
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Zip/Postal Code: Enter the postal code using the format required for the selected country.
Status
The Status section displays unit status information:
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Pending Move In
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Pending Move Out
These values are system-managed and cannot be edited from the Unit setup.
Floorplan Tab
The Floorplan tab allows you to assign an active Floorplan Template to the unit.
The Floorplan tab lists the active Floorplan Templates assigned to the unit’s property.
Select a Floorplan Template to populate the unit's floorplan information. The available information includes:
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Floorplan
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Description
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Number of bedrooms
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Number of bathrooms
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Square footage
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Occupancy limit
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Amenities
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Marketing Assets
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Pricing, including Market Rent, Minimum Rent, and Maximum Rent
The floorplan information is copied to the unit and can be adjusted for that unit. Changes made here apply only to the unit and do not modify the Floorplan Template.
If the unit already has a floorplan, selecting another template requires confirmation before the current floorplan is replaced.
If no active Floorplan Templates are assigned to the selected property, the Floorplan tab does not provide a template to select.
Amenity values come from the active amenities configured under Company > My Preferences > Floorplan.
Square Footage
The Square Footage tab stores one or more measurements for the unit.
To add a measurement, select + Add new and complete:
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Square Footage Type: Select a measurement type configured under Company > My Preferences.
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Value: Enter the square footage amount. Negative values are not allowed.
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As of date: Enter the date that applies to the measurement.
At least one square footage record is required, and one record must use the Total type.
Utilities
The Utilities tab records utilities associated with the unit.
For each utility, provide:
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Name: Select a utility configured for the company.
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Description: Enter the relevant details.
To add another utility, select + Add new.
Attachments
The Attachments tab stores documents related to the unit, such as floorplan drawings or supporting documentation.
These uploaded documents are separate from the Floorplan Template assigned on the Floorplan tab.
To add an attachment:
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Select + Add new.
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Select Choose File.
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Upload the required file.
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Enter any required attachment details.
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Save the unit.
Saving The Unit
Before saving, review the required fields and tabs.
The unit must include:
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A property
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A unique Unit ID
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A unique Unit Name
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A Unit class
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Address information
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At least one Square Footage record
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At least one Square Footage record of type Total
When saving a unit, SIRE validates the record and synchronizes it with Sage Intacct.
Frequently Asked Questions
Where Do I Add A Unit?
Go to Setup > Units and select Create.
What Is The Difference Between New Unit And From Intacct?
Select New Unit when the unit does not yet exist in Sage Intacct. Select From Intacct when the unit already exists there and needs to be added to SIRE.
Where Do I Assign A Floorplan To A Unit?
Open the unit and select the Floorplan tab. The available templates depend on the property selected in the General tab.
Can I Create A Floorplan From The Unit Setup?
No. Create and manage Floorplan Templates under Setup > Templates > Floorplan Templates, then assign the template to a property before selecting it for a unit.
Can I Edit The Floorplan Information On A Unit?
Yes. The selected template populates the unit's floorplan information, and changes made on the unit apply only to that unit.
What Is The Maximum Unit ID Length?
The complete Unit ID can contain up to 20 characters, including any property ID prefix added by SIRE.
What Is The Maximum Unit Name Length?
The Unit Name can contain up to 100 characters.
Where Do Unit Class And Square Footage Values Come From?
Unit class and Square Footage Type values are configured under Company > My Preferences.
Is Square Footage Required?
Yes. At least one square footage record is required, and one record must use the Total type.
Can I Add Utilities To A Unit?
Yes. Use the Utilities tab to add the utilities associated with the unit.