Adding a Unit

1. Navigate to the Real Estate Module

   1. Applications – Real Estate – Real Estate – Real Estate

2. Navigate to Properties Screen

   1. Main Menu – Setup – Units

b. Click Add

3. Complete the General Tab

   1. Basic Info Section

      1. Select New Unit or From Intacct

         1. For New Units

            1. Property

               1. Search for the Location the unit is associated with.

            2. Unit ID

               1. Enter a Unique ID for the Unit

                  1. All Unit IDs must be unique.

            3. Unit Name

               1. Enter a name for the Unit

4. For Units From Intacct

   1. Property

      1. Search for the Location the unit is associated with.

   2. Unit ID

      1. Enter a Unique ID for the Unit

         1. All Unit IDs must be unique.

   3. Units from Intacct

      1. Select the Unit (Location) that already exists in Intacct.

5. Class/Address Section

   1. Unit Class

      1. Select the Appropriate Unit Type

   2. Address Fields

      1. Use these fields to store the mailing address of the unit.

   3. Rent/Market Section

      1. Market Rent

         1. Enter the Market Rent of the Unit

         2. Used for Vacancy Loss

   4. Amenities

      1. Rooms

         1. Enter the number of Rooms in the Unit

      2. Bedrooms

         1. Enter the number of Bedrooms in the Unit

      3. Bathrooms

         1. Enter the number of Bathrooms in the Unit.

      4. Checkboxes

         1. Check all applicable boxes.

   5. Status

      1. Check applicable selection(s).

6. Square Footage Tab

   1. Click “+ Add new”

   2. All fields must be completed.

      1. Square Footage Type

         1. Select square footage type from drop-down menu.

      2. Value

         1. Enter the Square Footage value.

      3. As of Date

         1. Enter the As of Date for the Square Footage measurement.

   3. Repeat as needed.

7. Attachments Tab

   1. This tab is used to store attachments like floorplans and proof of insurance.

8. Click Save