You can use this task to set up a management company as an export entity. When a management company is also set up as a maintenance company, they are available when creating work orders in Maintenance Company Detail, as well as when working with AR invoice details and AP invoice details.
Management companies are added to Property Manager in System Administration > Management Offices. Once a management company has been added, you can define its export setup by entering the entity's export information. The fields are the same as those that are available when defining the export information setup for communities, plus you can also select from a list of available management companies. This field only includes management companies that were added in System Administration > Management Offices and which have not already been added to the export entity list.
To add management company export information, follow these steps:
1. Go to System Administration > Accounting Setup.
2. In the Accounting View Options area, select Export Information Setup.
3. Go to Tasks > Add Management Company Export Information.
4. Select the management company for the new export entity.
Note
Only management companies that have not had an export entity created for them are included in this field.
5. Complete the remaining fields for the export entity details. For more information about export information setup, click here.
Note
To set up the management company to operate like a maintenance company, select the Maintenance Company option.
6. Click Finished.