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  4. Lease Management Setup

Lease Management Setup - WebTMA 7

Updated

The Lease Management module exchanges information with several other modules in WebTMA.

Once the records and settings in Setup Actions are established and you have created either Payable or Receivable Lease records, you can:

  • create Work Orders for outstanding items in the Punch List Section of the Lease / Identity Tab.

  • generate Invoices using the Batch Management link to Generate Lease Invoice

  • maintain Invoice records for both Receivable and Payable Invoices from Accounts Receivable Invoice and Accounts Payable Invoice

Setup Actions

Before you create Lease Management records, be sure to do the following:

Install the Batch Job Service

This is needed to use Batch Management to generate invoices for receivable leases. Be sure to include a Department name on the Lease record. This is critical for Accounts Receivable because that is the only selection for generating invoices in Batch Management.

Add Lookup Records

The three Lookups windows are: Lease Modification (applied to the Amendments Section of Lease Management > Records / Identity Tab), Lease Option Types (applied to the Lease Management > Records / Options Tab), and Lease Types (applied to the Lease Management > Records / Identity Tab)

Record Addresses

Tenants and Landlords are established on the Lease Management > Tenant/Landlord window.

Mark the Building and Area records

The check box labeled In Leasable Portfolio indicates records that apply to your lease. The check box is found in Buildings / Identity Tab–Additional Information Section and in the Areas / Identity–Option Controls Section. Without this check box marked, the Building or Area is not available for selection on the Lease window.

Create Task Records

These are used to assign responsibilities to the Landlord and Tenant.

Use Approval Routing

If you want to set up procedures to approve Leases, create Authorization Routes and Routine Criteria from Approval Routing.

 

Want to Learn More?

Visit the WebTMA Help Page

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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