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:
-
New Unit: Create a new unit in SIRE and send it to Sage Intacct.
-
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:
-
Property: Select the property associated with the unit.
-
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.
-
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.
-
Select the associated Property.
-
Search for and select the existing Intacct unit.
-
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 following sections:
Class / Address
-
Unit class: Select the unit classification configured under Company > My Preferences.
-
Unit Floorplan: Select an existing floorplan or add a new one. For Senior Care companies, this field is labeled Room Type.
-
Address 1: Enter the unit’s primary address. This field is required and can contain up to 100 characters.
-
Address 2: Enter additional address information when applicable. This field is optional and can contain up to 100 characters.
-
Country: Select the unit’s country.
-
State: Select the state or province. Available values depend on the selected country.
-
City: Enter the city. This field is required and can contain up to 50 characters.
-
Zip/Postal Code: Enter the postal code using the format required for the selected country.
Rent / Market
-
Market rent: Enter the unit’s market rent when applicable. This value is used in vacancy-loss calculations.
-
Current Rent: Displays the current rent for the unit. This value is read-only and is updated based on the unit’s lease information.
Amenities
Enter the unit’s physical details when applicable:
-
Rooms
-
Bedrooms
-
Bathrooms
Select the available amenity options that apply to the unit.
Status
The Status section displays unit status information:
-
Pending Move In
-
Pending Move Out
These values are system-managed and cannot be edited from the Unit setup.
Square Footage
The Square Footage tab stores one or more measurements for the unit.
To add a measurement, select + Add new and complete:
-
Square Footage Type: Select a measurement type configured under Company > My Preferences.
-
Value: Enter the square footage amount. Negative values are not allowed.
-
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:
-
Name: Select a utility configured for the company.
-
Description: Enter the relevant details.
To add another utility, select + Add new.
Attachments
The Attachments tab stores documents related to the unit, such as floorplans or supporting documentation.
To add an attachment:
-
Select + Add new.
-
Select Choose File.
-
Upload the required file.
-
Enter any required attachment details.
-
Save the unit.
Saving the Unit
Before saving, review the required fields and tabs.
The unit must include:
-
A property
-
A unique Unit ID
-
A unique Unit Name
-
A Unit class
-
Address information
-
At least one Square Footage record
-
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.
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.