Page 27 - South Beach Exchange Management Proposal

ManagementProposal for South Beach Exchange

ACCOUNTING A/R, A/P and G/L are completely integrated

▪ A/R and A/P post directly to the G/L giving you real‐time access to
up‐to‐date information available through the client module and
web‐site
▪ Single screens for end of the month and late fee posting
▪ Customized invoice definitions
▪ Single process all property MICR check printing
▪ ACH processing
▪ Multiple billing items for property and tenants
▪ Tiered late fee processing

WORK ORDERS Create work orders through the tenant portal

BUDGETING Integrated G/L budgeting for automatic creation

▪ Budgets can be created using past period G/L detail
▪ G/L fund accounts are automatically created for each budget
▪ Data is integrated to Income (P/L statements for MTD/YTD actual to
budget figures
▪ Data is integrated to budget comparison reports

REPORTS Real‐time access to data and using report templates to
send to Owner and attach to the portal.

▪ Customized reports and parameters
▪ Export to PDF, Excel, Word, HTML, tiff, and text

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Myrtle Beach, SC | Greenville, SC | Charlotte, NC
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