How to Add & Save Documents
Adding and Saving Documents to Virtual File Cabinet in M1 Solutions Software
Owner & Managers
Topics
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An Overview of the Software 1
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Accounts Payable 11
- How to Search the Ledger
- Selecting the Ledger from the Command Center
- Introduction to the Property Ledger
- How to Process Pay Batch Checks
- How to Setup Monthly Auto Deductions
- How to Process Bulk Expense Posting
- How to Print Checks
- How to Process Invoice Posting in Bulk
- How to Process Bulk Checks to Owners
- How to Add and Pay Pending Payables
- How to Pay Pending Payables
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Command Center 2
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Email 1
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Leasing 8
- How to Add a New Prospective Resident / PRI
- How to Upload Files to a Submitted Application
- How to Navigate the Application Dashboard
- How to Navigate the Application Evaluation Screen
- How to Generate a Landlord or Employer Verification
- How to Generate a Credit Screening Report
- How to Generate the Debt to Income Calculations and Credit Screen Ratios
- How to Navigate and Use the Lease Input Detail
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Maintenance 10
- (PCR) Property Condition Report
- Exterior Inspection & Violation History Overview
- Move-in & Move-out Inspections
- How to Create a New Work Order
- How to Create a New Job Estimate
- How to Transfer the Job Estimate to Work Order
- Work Order Management
- How to Review the Resident Move-in Ledger
- Exterior Inspection Tablet Overview
- Annual Inspection Tablet Overview
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Owner 1
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Setup 10
- How to Add and Amend Amenities
- How to Add a New User
- How to Add Expense Codes
- How to Add Income Codes
- How to Add Referral Origination & Motivation Factors
- How to Add Work Order & Job Estimate Classes
- How to Add Pre-Form Letters
- How to Add Legal Docs
- How to Setup a New Letter
- How to Set up the Online Application Webpages
Other Resources
Software Help & Training
- Software Training Manual
- Software Training Videos
- Reports Manual