Benefits and Features

Benefits and Features Overview:

IDEAS Software & Training Inc. realizes that having an organized, efficient way to manage your business can save you time, money and a lot of frustration. With this in mind, IDEAS Property Clerk Enterprise was designed to meet the following basic goals:

1.	Provide a powerful Property Management Accounting Solution

2.	Ensure the software is easy to use and intuitive

3.	Have the capability of growing with your company

4.	Have the flexibility to be customized to meet any request

To meet these goals, IDEAS Property Clerk Enterprise includes many features and benefits. A summary of the key features and benefits are listed below. The more you use IDEAS Property Clerk Enterprise, the more benefits you too will realize.

To begin with, take one look at the main screen and you should see some immediate benefits to using IDEAS Property Clerk Enterprise Software such as:

Main Screen:

Summary of Benefits and Features

Easy to use

•	Very intuitive user interface to make the software easy to use for any user

•	Setup of Properties, Units and Client information is very quick

•	Designed for Property Management work flow

•	Modular design allows different job responsibilities to easily access the information they need

Competitive Advantages

•	Unlimited user defined fields for Properties, Units and Clients

•	Flexible notes and tasks features to further customize data tracking

•	Many data display layouts can be customized to your personal preferences

•	Reports have options to be customized

•	User designed reports can be added to the system

•	Provide owners with the information they want

•	Reduce vacancies by having quick access to the information you need

The system can grow with your business

•	IDEAS Property Clerk Enterprise contains a centralized database that can grow with your business

•	The database being used is a Microsoft SQL Database

Custom software development is available

•	If you find that your company require some custom features, please contact IDEAS Software & Training Inc.

•	IDEAS Software & Training Inc. can provide custom programming services for your organization to provide custom features in the software

Summary list of features

General Features:

•	Easy to use

•	Unlimited User defined fields to allow tracking of any information

•	Built in Calendar

•	Built in Word Processor

•	Detailed Security Options

•	Powerful Database (Microsoft SQL) to allow growth

•	Automatic calculations of management fees

•	Produce Owner/Investor payments

Accounting Features:

•	General Ledger

•	Accounts Receivable

•	Accounts Payable

•	Financial Statements

•	Bank Reconciliation

•	Bank Deposits

•	Check Writing

•

Budgets

Client Module (Accounts Receivable) Features:

•	Track Client move in and move out dates

•	Track Client Lease expiration dates

•	Complete financial history for every client

•	Easily process charges for all clients

•	Easily accept client payments and deposits

•	Track and Separate security deposits

•	Easily see who is delinquent on their accounts

•	Produce late fees and late fee letters

•	Produce arrears letters and reports

•	Keep track of client communications

•	Attach documents, including photos to client files

•	Send E-mails to clients

•	Keep a history of notices and letters sent to clients

•	Easily retrieve client information

•	Unlimited user defined fields for clients

•	Produce client payment receipts

•	Produce client statements

•	Produce client invoices

Work Order Features:

•	Create work orders for Properties, Units or Clients

•	Assign to staff or vendors

•	Pre-schedule work

•	Track invoices against work orders

•	Track who requested the work

•	Easily view outstanding work

•	Powerful Work Order reporting

Job Cost Features:

•	Keep track of any maintenance job

•	Track invoices received towards jobs

•	Keep track of estimates versus actual costs

•	Track purchase orders and work orders used with jobs

Purchase Order Features:

•	Create and Print purchase orders

•	Track invoices received towards purchase orders

•	Easy to use

Inventory Features:

•	Track all inventory at the property or unit level

•	Track replacement dates

•	Track warrantee's

Word Processing Features:

•	Standard Word Processing Features

•	Easily Merge Client and Vendor Data

•	Create Client History of documents produced (Sent Items)

•	Create unlimited Merge Templates

•	Import Microsoft Word documents

•	Save as Microsoft Word document

•	Save as PDF document

Calendar Features:

•	Add Property, unit or client notes to the calendar

•	Add general items to the calendar

•	View and print calendar by: Month, Week or Day