Property Management Settings
Overview
The Property Management Settings doctype in the Property Management Solution is a configuration form that allows administrators and property managers to customize the key settings for managing properties, security deposits, maintenance items, invoicing, and internal customer management. This doctype serves as the backbone for setting up property-related opertions and is essential for ensuring smooth day-to-day management.
This user manual provides an overview of the form fields, their usage, and step-by-step instructions on how to configure the settings within the Property Management Settings doctype.
- Accessing the Property Management Settings Doctype
To access the Property Management Settings doctype:
Log in to your Frappe or ERPNext system.
Go to the Property Management Solution module.
Under the Setup section, click on Property Management Settings related to property management
You will be taken to a form where you can configure the essential settings related to property management.
Form Fields Explanation
The Property Settings doctype is composed of several fields that allow you to set up and configure the way property management operates in your system. Each field plays a crucial role in customizing the process.
Company
Description: This field is used to specify the company for which the property management settings are being applied. Make sure to link the correct company from your system.
Usage: This is mandatory if you are operating across multiple companies.
Security Deposit Item
Description: Choose an item that will represent the security deposit in the system. This item will be used during transactions related to property leasing or rentals.
Usage: The ensures that security deposit amounts are tracked using a standard item.
Damange Charge Item
Description: Select the item that will be used to charge tenants or customers for any demage caused to the property during their lease.
Usage: This helps keep track of all demage-relared charges in the system and ensures accurate billing.
Security Deposit Payment Type
Description: Choose the mode of payment (e.g., bank transfer, cash, credit card) that will be accepted for the security deposit.
Usage: This simplifies the payment process and ensures all security deposits are collected using the specified payment method.
Group Maintenance Job Items
Description: Check this box if you want to group maintenance job items together when creating or processing maintenance jobs.
Usage: This is useful if you have multiple small maintenance jobs that should be invoiced or processed together rather than individually.
Maintenance Item Group
Description: Select multiple maintenance item groups that will be applied to properties. These groups define the types of maintenance jobs or services that can be linked to the properties.
Usage: Use this feature to group various maintenance items for easy management and tracking.
Submit Maintenance Invoice
Description: Check this box if you want maintenance invoices to be automatically submitted upon their creation.
Usage: This option helps automate the billing process for maintenance jobs by eliminating the manual step of submitting invoices.
Self Consumption Customer
Description: This field allows you to specify a customer who will be assigned to internal or self -consumption tasks. This is useful for non-revenue generating activities (e.g., maintenance for common areas).
Usage: Helps track internal maintenance or usage of resources without billing a real customer.
Invoice Start Date
Description: Set the date from which invoicing for property management will start.
Usage: This ensures that all invoices geneated are within the specified start date, providing accurate billing and financial tracking.
- Common Scenarios and Usage
Setting Up a Security Deposit Item
If you want to track security deposits made by tenants during leasing agreements, you can select an appropriate Security Deposit Item from your lists of items. This item will be used in transactions, and its value will reflect the security deposit held by the company.
Automating Maintenance Invoices
By checking the Submiit Maintenance Invoice option, you can automate the submission process for maintenance invoices. This reduces the manual workload and ensures that invoices are issued propmtly without human intervention.
Grouping Maintenance Job Items
When multiple maintenance tasks are required, selecting the Group Maintenance Job Items option allows you to bundle all mmaintenance jobs together. This is particularly useful when you want to steamline invoicing and reporting by consolidating related tasks.
Tracking Internal Resource Consumption
In scenarios where certain properties or units are used for internal purposes (such as maintenance for common areas), you can assign a Self Consumption Customer to ensure that these activities are tracked appropriately without generating invoices for an external customer.