Region Accounts

To add a region account:

1. Click SELECT REGIONto locate and select a region.

2. In the Add Account pane, in the Account Number field, enter an account number.

   For commercial properties, this number is typically the tenant code for a specific suite. The account number can be up to 50 characters long.

   The account number you enter must be unique within the selected region.

3. In the Description field, enter a description of the account.

   The account description can be up to 100 characters long.

4. Click ADD.

   The account is added to the region and displayed in the yellow pane.

Editing a region account allows you to make changes to or further define a region account. To edit a region account:

1. Click SELECT REGIONto locate and select a region.

   All accounts defined for that region are listed in the yellow pane.

2. Click the EDIT button to the right of the account you want to modify.

   A window opens allowing you to define or modify the account parameters.

3. Edit any of the following values:

   • Account Number – Enter a value to modify the account number. The account number can be up to 50 characters long and must be unique within the selected region.
   • Account Description – Enter a value to modify the description of the account number. The account description can be up to 100 characters long.
   • Labor Markup % – Enter a value for the markup/discount percentage for labor. Negative values represent a discount. The default value is 0%. Markup and discount percentages are used on the Work Order Financial page when entering labor costs and are applied to the hourly rate.
   • Materials Markup % – Enter a value for the markup/discount percentage for materials. Negative values represent a discount. The default value is 0%. Markup and discount percentages are used on the Work Order Financial page when entering material costs and are applied to the unit costs.
   • Other Costs Markup % – Enter a value for markup/discount percentage for other costs. Negative values represent a discount. The default value is 0%. Markup and discount percentages are used on the Work Order Financial page when entering other costs and are applied to the total amount.
   • Alternate Account – Enter a value for any alternate account number used for integrating to third party accounting systems.
   • Default Account – Select Yes to indicate that the system should use the Alternate Account as the main integration account.
   • Bill To Name – Enter the name of the location where billing is sent.
   • External Billing Location – Enter the name of the location of external billing.
   • Address 1, Address 2 and City – Enter the mailing address of the billing location.
   • State/Province – Country– Click the Select link to select a state/province and country location for the billing address.
   • Zip – Enter the zip code or postal code for the billing address.
   • Rate Schedule – Select a value to modify the rate schedule assigned to the account. Rate schedules define rules for monthly fixed fee billing.
   • GL Income Account – Enter a value to specify the GL Account to which payment will be directed.
   • Remit To – Enter an address that invoices should be billed to, if different from the system address.
   • Status – Select a value to indicate whether the region account is active or inactive.
4. Click UPDATE.

Region accounts that have not been used can be deleted from the system. To delete a region account:

A region account cannot be deleted once it has been used on a work request, it can only be inactivated. If the account has been associated with a property space/floor on the Property Space page, the account will continue to be the default for the space/floor until it is changed.

1. Click SELECT REGIONto locate and select a region.

   All accounts defined for that region are listed in the yellow pane.

2. Click the DEL button to the right of the account you want to delete.

   A dialog box opens asking you to confirm your choice.

3. Click OK.