Rental Add-On Validation for System Setup

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Onboarding Help

Add-On Validation for System Setup

Follow the validation rules below to ensure that Add-Ons are properly configured in the System Setup File. This ensures smooth onboarding and accurate billing for residents.

What are Add-Ons?

Add-Ons allow you to charge residents for extra features or services not included in the standard lease. Examples of Add-Ons include washers/dryers, pool access, fitness center memberships, and other optional features.

Validation Rules for Add-Ons

  • Add-On Name: Give your Add-Ons descriptive and clear names to make them easily identifiable (e.g., "Washer/Dryer", "Pool Access").
  • Add-On Price: Set a price for the Add-On in monthly terms. Note that prices must be greater than or equal to $0.00 (i.e., no negative values are allowed).
  • Add-On Transaction Code: Use a transaction code to associate charges and payments for the Add-On. Transaction Codes are system keys (not "human-readable names") used to manage billing accuracy.
  • Add-On Buildings and Units: Assign add-ons to specific buildings and units by listing them as comma-separated values. Use the format Building Name:Unit Number (e.g., Building 1:101, Building 1:102, Building 1:103).

Transaction Codes

Ensure the correct Transaction Code is used as outlined below. The codes allow the system to process charges and payments for Add-Ons effectively.
Code : Human Name
GTOR : Gain to Rent
LTOR : Loss to Rent
CLEANING : Cleaning
ALARM : Alarm
RENT : Rent
NOTERENT : Note Rent
HOA : HOA
CRYCHRGE : Carrying Charge
SUBRENT : Subsidy
HOUSING : Housing
LATEFEE : Late Fee
NSFFEE : Non-Sufficient Funds
DAMAGES : Damages
ADMINFEE : Admin Fee
APPFEE : App Fee
DEPREFUND : Deposit Refund
DEPOSIT : Deposit
AGRMNT : Agreement
APPLYDEP : Apply Deposit
CONCSPEC : Concession
DISCOUNT : Discount
EMPLCRED : Employee Credit
OPSVCDEE : Online Service Fee
WOADMIN : Administrative Write-Off
OFFCREDIT : Officer Credit
OILGAS : Oil/Gas Income
WATERSEWER : Water/Sewer
PETRENT : Pet Rent
DEPOPACH : Deposit ACH
ATTRNY : Attorney
CABLE : Cable
UTILCKGVN : Utility Check Given
ELECTRIC : Electric
WASHDRY : Washer/Dryer
KEYS : Keys
NOTICE : Notice
PETFEE : Pet Fee
TERMFEE : Term Fee
UTAC : Utility Allowance Credit
GARAGE : Garage
LAUNDRY : Laundry
PARKING : Parking
PHONE : Phone
SALESTAX : Sales Tax
STORAGE : Storage
VENDING : Vending
REFERRAL : Referral
LOST : Lost
MISCCRED : Miscellaneous Credit
UTILREIMB : Utility Reimbursement
VACANCY : Vacancy Loss
GTOL : Gain to Lease
LTOL : Loss to Lease
TRANSFER : Transfer Fee
REDEC : Redeclaration Fee
RECOVERY : Bad Debt Recovery Fee

Helpful Tips

  • Use consistent and meaningful names for Add-Ons (e.g., "Covered Parking" is better than "Parking Option").
  • Double-check prices to ensure they align with lease agreements or promotional rates.
  • Cross-reference Transaction Codes with your internal financial system to avoid processing issues.
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