Vendor Sales Excel Export
module is essentially an Excel report to allow for tracking sales by Vendor, and also works for exporting needed data to
Greystar. The exported data includes a column for Invoice Paid Date. In addition to tracking of
unpaid items that qualify for rebates, this module also benefits multi-family
dealers who need to report quarterly sales to the management companies they do
business with and also for multi-family dealers to report to Greystar.
RollMaster keeps track of required updates for Greystar so our dealers
remain compliant and benefit from the reporting option. When you enter this module, the screen will prompt a Vendor Sales screen as follows:
Because Greystar doesn’t require data on Labor and Special
Charge lines, a checkbox appears at the
bottom of this screen as follows: Exclude Labor/Special. Additionally,
the report data can be customized by Customer,
Property Manager, and Vendor, as well as for a range of Invoice dates.
The data that exports to Excel can be further customized to what you need to
provide to each company.
COMPANY CONTROL When you click on or hit enter on the Company Control option from the Select Option menu, the system will prompt another Select Option menu as follows: COMPANY CONTROL 1 SCREEN The following controls are specific to each company you ...
This is a set-up module that must be completed prior to going “live” on the RollMaster System—thereafter, this module will be used to add new vendors and edit the system vendor database. All Vendors with a balance due at the time the RollMaster ...
RealPage Invoice Export (Formerly OPS)
For RollMaster Property Management dealers who have customers that use RealPage (Ops) Technology, functionality has been incorporated into the RollMaster System to provide Invoice export data in the format that RealPage requires. Functionality has ...
Report Format Listing
This report module will print a hard copy of the formatting entries made in the Report Format Maintenance module. It lists each line in a report format that has been added through the Report Format Maintenance module. It will show the line number, ...
A/R Aging Reports
This module combines four types of Aging Reports: Standard, Salesperson, Retainage, and As Of. The Standard Aging is the default report and very similar in content to the A/R Detail List, except that it does not include Deposits. It will also list ...