1. Vital What API does your solution integrate with? 1. Vital Configurable alerts for deadlines (helpful if new people join the team) 1. Vital Configure each "utilities in lease summary" billing (water, sewer, electric, etc) 1. Vital All data is backed up in the cloud and accessible by this team 1. Vital Review and approve Utility bills for sending 1. Vital Print system created invoices (for any kind of billing) 1. Vital Track tenant payments - how much, what for, balance, ACH/check 1. Vital Create a utility bill for each tenant (PDF or other) 1. Vital Create and send a sales tax report to AR each month 1. Vital Send approved Sales Tax Report to AR - via email 1. Vital Generate a report: Utilities in Lease Summary 1. Vital Run a report to see who has paid 1. Vital Restrict access to only those doing the work 1. Vital Data protection - security features 1. Vital Need to be able to change tax rates for rent (can change yearly) and utilities (is currently 7%) separately. Include rate change start and end dates 1. Vital Apply updated taxes to Rent payments 1. Vital Training available from software vendor 1. Vital Generate and/or send utility bill via email to each tenant 1. Vital Enter Duke billings and meter info to calculate billing rates (Monthly) 1. Vital Enter non-Duke bills 1. Vital Enter individual tenant meter readings 1. Vital Confirm any meter readings entered by Facility Engineers 1. Vital Apply readings to existing tenants/leases 1. Vital Is Support available from software vendor? What hours, what kind of support - text, phone, email? 1. Vital Can we carry forward outstanding tenant balances?
