Setting up custom adjustment types, service types and feature types

Property Vista includes a variety of adjustment types, service types and feature types. However, you can always add your own.

The items above are controlled via AR Codes. List of existing AR Codes can be accessed in Administration -> Financial -> AR Codes. It is important to have separate AR codes for charges which behave differently. For example, one type of charge may be taxable, another may be excluded from Rent Increase etc.

The important fields here are Name and Type. Name is a customizable field which helps you identify the right code. Type determines whether a code is categorized as a feature, service or adjustment.

AR Codes with the following types are used for Services in product catalog:

  • Residential
  • Commercial

AR Codes with the following types are used for Features in product catalog:

  • Add On
  • Locker
  • One Time
  • Parking
  • Pet
  • Utility

AR Codes with the following types are used for Adjustments on lease:

  • Account Credit
  • Account Charge

 

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