Hello, I have a property management company. I manage 9 and more properties with around 100 units and tenants.
I would like to enter daily simple rent receipt info to Excel sheet, Accounting money transfers, expenses.
I would like to see all my properties and all tenants in Occupancy Calendar.
I would like to see reports for selected dates Transactions and Rent Rolls in Word or Excel form.
I would like someone completes the macros algorithms or if you have any other options to complete the project.
Thank you
Property Management System, multiple buildings, with source code
Project Description
Occupancy Calendar
Rates
Daily / Weekly / Monthly rental
Generate invoices for any outstanding balance - combine multiple receivables per tenant or across multiple properties into one invoice, or split by due date, tenant, etc.
Rent Roll
Print complete tenant balances and payment histories, for all tenants, or a single one. Group by building, property, etc and show group totals and grand totals. Export to PDF, Word, Excel.
Search, Sort, & Print
Most lease terms are supported, including monthly, bi-monthly, weekly, bi-weekly, and yearly leases. Enter specific start & end dates, specify rent amount, and when first payment is due. You can also add secondary tenants to any lease.
Payment Schedule
Easily generate a handy payment schedule of every due date and how much is due on the lease.
Payment History
Balances and Statements
Filtering Capability
Payment & Accounting Reports
Payment History, Current Balances, Current Balances & Payments, Complete Statements, Complete Statements + Payments, All Accounting Entries
Reports:
Daily Reports
Monthly Reports
Yearly Reports
Ability to transfer reports to Excel and Word files
After the payment is made, Occupancy Calendar Map color, if paid full, light green, if balance is due, light pink color in cells.
In the Database sheet, it should be sorted by the date the payment made
Also, in the Database sheet, Payment due column, should be same colors as Occupancy Map, light green if paid in full, light pink if balance is due
In the main Tenant Menu, to enter the payments, when I write tenants name, if it is stored before, it should come up automatically, also, room number or address, recurring payment amount (pays $200 weekly or $700 monthly) and duration (weekly, bi-weekly or monthly) according to stored Tenant’s name.
Maybe there should be another database sheet to store recurring Tenants, their repeat payment dates (weekly, bi-weekly, monthly) and recurring rent amount, so when I enter the Tenant’s name, all that info comes up auto. I should be able to change recurring dates or amounts if it may be any changes in the future with the same tenant.
Tenant sheet colors are very dark, you could use soft light colors.
In the HD sheet, I should be able to add more units in order, and they should be updated in all Excel sheet and, Occupancy Map. I should be able to make changes in the future also.