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Rental - Rental Accounting Presets

  • Updated

Accounting summaries help define the GL accounts where rental agreement monies should come from and go to when a rental is complete. Normally, these are setup during the initial setup process and only adjusted if a GL account changes.

  1. From any module in MotilityAnywhere, select the user icon in the upper right of the screen to open the menu.
  2. Choose the Settings option from the menu. This will open a screen where, depending on your security permissions, you may view or update company settings.
  3. Select the App Settings tab.
  4. Click the Rental section from the subtabs to the left side of the screen.
  5. Click over the Rental Accounting Presets section to expand.

rental_accounting.png

Add an Account Summary

  1. Click the Create Preset button in the lower right to add a new, blank preset. This will open a new section below where you can enter the new preset name. 
  2. Select the company location where you want this preset to be available.
  3. If you want this accounting summary to affect a specific journal, select it in the Journal field.
  4. If you want this preset to work for a single rental unit class, select it from the dropdown.
IMPORTANT: Choosing a class here will restrict rentals for that unit class to only be able to post to accounting using this accounting summary.
  1. Follow the steps to Edit an Account Summary.

rental_accounting_new.png

Edit an Account Summary

  1. Choose the preset you wish to change in the dropdown at the top of the section.
  2. Select the Edit button for the row you wish to update.
  3. Update the credit, debit or credit offset accounts as needed.
  4. Optionally, you can select the entity option from the dropdown selection box. This is usually set to the customer number.
  5. Optionally, you may select the entity reference option from the dropdown selection box. This is usually set to the agreement number.
  6. Select the Update button to save your changes.