Firm > Manage Firm - Preferences Tab


Use this page to enter information for the Management Company. 


Preferences Tab


Misc Section


  • BCC Emails - Specify an email address where all uManage-generated emails are blind copied to.  This allows you to have a complete audit trail of all emails sent from uManage and CommunityLink.  This email audit trail is handy for troubleshooting owner email receipt issues.


  • Email Signature - This signature is added to the bottom of all email communications originated from uManage.  uManage users can have their own email signature in which case the user email signature displays before the firm email signature. 


  • Expand Note - Check this box to automatically expand the notes on the notes tab.


  • Require Next Action Reason - Check to require a reason to be entered when changing the next action within the workflow.


  • Require Date Change When Changing Action - Check to requires the next action date to be changed when changing the action in the workflow.


  • Enable Generated Doc Upload - This option allows for a generated document to be uploaded.


  • Enable Resolution Alert - This option sends an alert when the resolution has been reached.


  • Display Notes On Activity View - This option will display notes on the activity view page of the process tab.


  • Display Description On Activity View - This option will display description within the activity view page of the preference tab.


  • Display Location On Activity View -  This option displays the location on the activity view page of the preference tab.


  • Default Account Sort By - Specify the default sort order on the Find Account page.



  • Create Association Account - Check to create a default account for the association with the specified name.  This is typically used to create a default or common area account for all associations.


  • Show Building/Floor/Tier - Eheck to show the building/floor/tier descriptions within the account and unit pages.  This is useful for high-rise buildings when sending electronic communications.


  • Override Unit Address Name - Check to use the specified name instead of the account name on letters sent to the unit address.  Note, letters sent to the mailing address do not use this setting.  This is handy when sending a violation letter to the owner at an offsite address and a copy to the tenant and we don't know the tenant's contact info.  The 2nd letter can be addressed to Current Resident, for example. 


  • Last Accessed Account Count - The home page displays the last several accounts that were accessed by a user. This setting determines the number of last accessed accounts to display.


  • Default Email Reply To - Enter a valid email address as the default reply-to address on emails sent from uManage.  Some pages, for example, eBlasts, allow you to customize this reply-to address.  Other pages use this default.  If not specified, the default email reply-to is no-reply@eunify.net.  


  • Default Email From To Name - Enter a friendly name as the default from name on emails sent from uManage.  Some pages, for example, eBlasts, allow you to customize this from name.  Other pages use this default.  If not specified, the default email reply-to is no-reply@eunify.net.


  • Default Bounced Email - Specify an email address where bounced emails are forwarded to.  


  • Days Until Batch Auto Archives - Specify the number of days before a finalized batch is auto-archived.  Archiving reduces the number of records displayed by default on the document process pages.



Address Defaults Section



Statement Section


Fulfillment Sub-Section


  • Certified - Check to enable fulfillment processing for certified letters.  The specific type of letter (ie Action Type) must also be enabled for fulfillment.


  • First Class - Check to enable fulfillment processing for first class letters.  The specific type of letter (ie Action Type) must also be enabled for fulfillment.


  • Return Address Name -  Select how the return address should be specified for documents sent to fulfillment.


NOTE- The Cost column specifies the cost of a one page black and white letter.  This is the all-in cost which included the paper, ink, envelope and postage.  Additional costs apply for additional services, for example, color or duplex printing or including a return envelope.  Click here for a list of additional fulfillment costs. 


Accounting Section


Federal Tax Id- Enter the Management Company Tax ID number.


Start Date Offset- Set the Default date range for pages that include a range of dates. NOTE- This range can be overridden. 


Future Transaction Months- Set how far in the future a transaction can be added. 


Additional duplicate invoice check- If this box is checked, the system will check for duplicate invoices when the invoice is entered instead of waiting for the Invoice to be saved. 


Show Net Income in Equity- Check if you want Net Income to be shown in Equity on the Balance Sheet.



One Time Password (OTP) settings Section 


  • Enable OTP- Check this to enable the system to generate OTP’s.

  • Require user to re-authenticate after- Limit the amount of time the OTP is usable before the User is required to create a permanent Password.

  • Enable OTP for all profiles- Check to enable OTP for all Profiles. 

  • Use OTP for Profiles- If OTP for all isn’t selected, use this drop down menu to select the Profiles that can use OTP.


Violation Section


  • Require Subtype - Check this box if a Violation Sub-Type is required to enter a new violation. 


  • Require Location - Check this box if a Location is required to enter a new violation. 


  • Require Description - Check this box if a Description is required to enter a new violation.

 

  • Remove Request Hearing - This area will remove the request for a hearing after the entered number of days.


Notifications Section


This area handles the notification for the in process of Violations, ARCs, Delinquency, and Custom Letters. If external emails are to be notified of this process, they can be added within the Additional Emails area. 


NOTE- These are only IN PROCESS Notifications for these actions. Documents should be generated and finalized within the same day.  This notification highlights those activities that have not been finalized and need attention.



Account Ledger Section


  • Account Ledger Type - This allows for the user to choose between displaying the ledger as a List or a Summary Running Balance.


  • Account Ledger Display Order - This option allows for the user to select the display method from the Newest first or Oldest First.  This setting determines the ledger display order across the entire system including the pages and merge fields.


  • Show Ledger As - This will allow for the user to condense and consolidate the information displayed within the account ledgers by selecting to show the ledger as:


  • All - shows all transactions on the ledger.


  • X Months - shows the last X months of transactions. 


  • Balance Forward - Shows a balance forward as of a specified date.



Firm ARC Plan Documents Section


Use this section to upload documents related to the ARC process.




PM Settings Section

  • PM Ledger Type - Select the Type of Ledger you want to display.  


  • Show Ledger As - Select the amount of data that will be displayed and the format for the balance forward. 




A/P Settings Section


  • User Firm Address for 1099 - This option will default the address for 1099 forms to that of the Firm.


  • Enable Inbound Invoice - This process allows for inbound invoices to be entered into the system.

 

  • Enable Invoice Payment - This checkbox allows for invoice to be paid.


  • Invoice Approver  - This is the firm-level invoice approver used by the invoice approval process  


NOTE- Additional approvers can be set at the association and board member.



A/P Settings Section - Strongroom Sub-Section


Complete this section for Strongroom integration.



A/P Settings Section - 1096 Settings Sub-Section


Complete the fields below to set up the name and contact information that will be printed on Forms 1096.



A/P Settings Section - Vendor Notifications Sub-Section


Use this section to set up notifications for a variety of situations related to Vendors. For each situation select the person who should be notified and add an additional email address, if necessary. 



Eblast Mailing PDF Notifications Section


Check the box or boxes for the Users who need to be notified when an Eblast is sent.



Edit Template


Click this link to edit the template used for eBlast notifications. 


  • Email Type- This field defaults to Eblast PDF for Mailing Addresses.


  • Merge Fields- This field defaults with a list of all merge fields used in the body of the template. 


  • Title- Enter a Title for the Template.


  • Subject- Enter a subject line for the email. 


  • From Name- Enter a friendly name that will show up in the From portion of the email. 


  • Default- Check this box to make the Template the default for eBlasts. 


  • Body- Paste or create the body of the email template in this section. 




ARC Plan Mailing Notification Section


Check the box or boxes for the Users who need to be notified when an Eblast is sent.



Ownership Changes Section


Check all items that should be transferred to a new owner when a property changes hands. 


Time and Billing


Use this setting to establish a date range for timed billing at the firm level. This avoids the problem of timed entries entered into the wrong billing period. CLICK HERE for more information about the timer function.