FAQ

Expand allClose all

Advanced Operations (7)

How do I change the day of the month (i.e. Anniversary Date) a tenant is due on?

From the Company screen, choose “Utilities”

Click on “Edit Anniversary Billing Date”

Choose the unit you want to change by checking the box to the left, then click “Edit” on the right.

In the “Billing Anniversary” section choose the “Anniversary Billing” option if it is not already checked, then change the “New Anniversary Day” setting.

*Important* Click “Save” before clicking “OK” to close the screen.

How do I enter a bad or NSF check?

Click Adjustments

Click NSF Payment Reversal

Click/Search the Unit or Tenant

Click on the receipt or check number

Choose your options on the right.

Note if late fee is not check Sitelink will add the late fee automatically if the tenant meets the late criteria.

Only choose add late fee if you wish to add a additional late fee.

 

How do I delete a payment?

Once the daily close has been performed all payments are locked and cannot be deleted.

If the daily close has not been performed since the payment:

Click Adjustments

Click Ledger Adjustments

Click the Tenant or Unit

Click on the payment/receipt

Click Void Receipt

You will be prompted to process a refund.

Only click yes to give refund if you are refunding the money back to a credit card through Sitelink.

Otherwise click No and void the credit card payment using your processor.

For Cash and Check payments click No.

Follow the prompts to complete.

How do I give or process a refund?

Click Adjustments

Click Refunds(The list is sorted to show all tenants with a refund due to show at the top)

Click the Tenant or Unit

On the refund screen there are several options

Step #1

a. Return to Customer

b. Apply to Another Unit Leased by This Tenant-If the tenant is renting other units the refund can be transferred and then applied to that unit.

c. Dismiss Refund as Unowed-Use this option to clear the refund

d. Apply to This Unit’s Charges-To use this option please access Adjustments, Moved out Accounts, Click the Unit, Check the box to apply refund to charges.

Choose one of the options

Step #2

Check the Amounts to Return

Step #3

If you chose Return to Customer enter the retunr method.

Otherwise Click OK to complete transaction

 

How do I return Merchandise?

Click Adjustments

Click Returns & Inventory Adjustments

Step #1

Click Return

Enter the receipt number or search

Step #2

Enter the Reason

Step #3

Click on the item to be returned

Click on the Green + sign to add

In Return Selected Items, enter the quantity to be returned.

Repeat Step #3 for all returned items

Step #4

Choose either:

a. Leave Refund on Account-This option will allow  applying the Returned Refund Amount to the tenants account.  If a Walk In POS you must Return to Customer

b. Return to Customer

Complete transaction

View category →

Basic Operations (16)

How do I make a unit complimentary?

A complimentary unit is a unit rented at $0.

First the unit must be currently rented.

Secondly change the tenant rate to $0 in Payments, Ledger Settings.

You will be prompted to enter a reason for marking a unit as complimentary.

View current complimentary units  in Reports, Complimentary Units.

How do I search by check number?

To search for a specific check number:

Click Adjustments

Click NSF Payment Reversal

Click on any tenant

Type the check number on the right hand side and Search.

Can I enter unit contents for Auction Units in Sitelink?

You can create a list for the contents of a unit in SiteLink to be used later in Auction letters and other printed or emailed forms.

From the Operations screen, choose “Payments”

Choose the tenant record for the unit in which you wish to create a contents list.

In the contact information section on the left of the Payments screen choose the “Contents” tab, then click the edit button icon to the right of the Contents field.  If the tenant has multiple units, first you’ll need to choose the specific unit you are entering the contents for from the “Apply To” list at the top left of the screen.

Use the <Tenant.UnitContents> keyword to display the list you create on forms and letters in SiteLink.

If I change the default price of a unit does that change what the current tenant in that unit pays?

SiteLink tracks unit rates separately from the rates the tenants are charged.  These are referred to as the Standard Rate and the Tenant Rate, respectively.

When a unit is rented in SiteLink the Standard Rate is used to create a default price for that unit.  That price can be modified during the move-in or anytime after the move-in by changing the Tenant Rate.  This will not affect the Standard Rate.  The next time the unit is rented it will default to the same Standard Rate.

If the Standard Rate is modified for a rented unit it does *not* affect the Tenant Rate for the tenant currently renting the unit.  Modifying the Standard Rate for a rented unit only affects the default rate for the next time that unit is rented.

View category →

eSignTM (13)

What are SiteLink eSignTM and advantages of electronic signatures and lease archiving?

SiteLink eSignTM helps to rent units online. eSignTM provides lease auditing and a legally binding electronic signature for SiteLink Web Edition, websites, and call centers.

Expedite your signing process to

  • Perform a full online rental.
  • Rent from a call center by emailing a lease.
  • Receive signature in minutes.
  • Reduce managers’ time to print, fax, scan and email.
  • Audit leases using the SiteLink eSignTM Console and reports.
  • Create legally binding documents with a certificate and forensic audit trail.
  • Execute documents from anywhere.
  • Archive documents reliably using cloud storage.

Click  here to Learn more 

How do I start using eSignTM for electronic signature of leases?

Setup requires a few simple steps.

Please click the link below for instructions and videos.

Click here to Learn more 

What mobile devices can I used to complete eSign documents?

Most mobile devices let you capture signatures, including touchscreen monitors, the  iPhone 5, iPhone 6, iPad 2, iPad Air, Samsung Galaxy Tab 10.1, and the Samsung Galaxy S5. Please do not use signature pads.

Click Here To Learn More

What is required for my tenants to sign a document?

Tenants can sign with a mouse.

They can sign using a tablet or smartphone at the store, or, eSign’s  pre-defined font.

If you emailed the tenant a link to the lease or tenants rent online, we recommend the computer mouse or tablet/smartphone for signing the lease.

To learn more about signing a lease:

Click Here To Learn More

Are electronic signatures legal?

Yes, as we understand, electronic signatures are legally binding in the U.S. and many countries. Two compliance acts passed by congress, Electronic Signatures in Global and National Commerce Act (ESIGN) and Uniform Electronic Transactions Act (UETA), establish that electronic records and signature have the same effect as paper and handwritten signatures.

View category →

Reports (8)

What’s the difference between a discount and a credit?

Discounts and Credits are considered two different types of concessions given to charges in SiteLink.

Discounts are always applied before tax (which affects the amount of tax that is calculated for the charge) and can only be applied at the same time a charge is created.  Common examples of discounts include applying a special during a Move-In or giving a percentage discount for a prepayment of several months.

Credits are always applied after tax and can only be applied to existing charges.  Common examples of issuing a credit include waiving a Late Fee and writing off charges as Bad Debt.

Discounts can be tracked in reports by the Discounts and Discount Summary reports.

Credits are tracked through the Credits Issued report.

Do I need to do a Daily Close? How often should I do one?

The Daily Close screen in SiteLink is meant as a way to verify the payment information SiteLink has matches the actual cash, checks, credit cards, and other transactions you have received for the period.  This allows you to catch discrepancies (like a missing payment, or a duplicate) and correct them before it’s too late.  It also offers protection against some potentially abusive activities like deleting payment receipts by locking payments and charges out from the ability to be deleted.

How often you should opt to do a Daily Close report depends on the frequency of payments for your facility.  Most facilities find doing a close once at the very beginning or very end of the business day to be sufficient.  Many sites do not have payment activity on a daily basis and do a close once a week or even once a month.  Some facilities (especially ones that accept online payments 24 hours a day) need to do multiple closes in a day to help track all of their payment activity.  There is no requirement to perform a Daily Close at any specific point in SiteLink and also no penalty for doing multiple closes per day.

Why can I change the date or period on some report and not others?

Some reports in SiteLink are designed to be viewed explicitly for a certain type of period and cannot be generated for other periods in a way that makes sense.

For example, the Occupied History report is designed to give occupancy details month-by-month for a 1 year period, starting backward from the chosen month.  Daily and Weekly period options cannot be extrapolated from this, and annual-related options would be redundant.

As another example, Unpaid Charges is designed to show a list of ALL tenants with *currently* unpaid charges and the age of those charges.  Choosing a date for Unpaid Charges would invalidate the intent of the report.  If you require information about unpaid balances for a specific period you can try using other reports like Accounts Receivable or Aged Receivables which allow for date selection.

What is Multi-Site Reports & Management on the Reports screen?

The Multi-Site Reports & Management option on the Reports screen opens the Corporate Control Center program for SiteLink.  Corporate Control Center (or CCC for short) allows you to run many useful reports (such as Management Summary) as consolidated versions for multiple SiteLink locations.  This can give useful details for all your SiteLink locations, including total summaries for all sites or direct comparisons between sites (depending on the report).

Can I access reports online using a internet browser such as Internet Explorer, Firefox, Safari, or Chrome?

You can run most of SiteLink’s reports in real time from a web browser on any device, even if it does not have SiteLink installed, by going to the URL http://webreports.sitelinksoftware.com.au

Log in using your SiteLink Corporate Code as well as a valid Corporate username and password.

Choose the location(s) you wish to run reports for, then click Next.

You can run any report directly by clicking on the name of the report.  Alternatively, you can choose a list of reports to save as files to be viewed later by checking the box to the left of the report names and using the “Export” menu to the right of the report listings.

View category →

Setup (3)

What is the difference between Overlock and Gate Lockout?

Overlock is a status that can be placed on a unit to signify that a second lock has manually been placed on the tenant’s past due unit to prevent them from opening the unit.  Overlock status must be applied and removed manually by a site manager by processing the Overlock and Reverse: Overlock events in SiteLink.

Gate Lockout is an automatic event that marks a tenant’s gate access code as delinquent.  SiteLink will automatically update your gate software to reflect that the tenant’s access code should no longer allow them through the gate.  Once the tenant has paid and is no longer past due SiteLink will automatically update the access code status to allow the tenant through the gate again.

I see Walk Thru Order as a sort option; how do I setup my Walk Thru Order?

The Walk Thru Order is meant to represent the way that units are encountered as you move through the actual physical layout of your facility.  This is so that reports such as the Walk Thru can be used by managers at the site to physically inspect units.

To edit the Walk Thru list choose Setup from the Company screen.

Click on Units & Tenants on the upper left.

Click on WalkThur Order.

You can move units one at a time by dragging them or highlighting them and using the Move Up and Move Down arrows on the right.  You can also select groups of units to be moved by using the Shift key when selecting units.

The Map Tenant reports displays my facility at the wrong address. How can I correct this?

This means the Facility Location information in the Company Information section of SiteLink needs to be updated.

From the Company screen, choose Setup.

Click on Company Information.

Verify that the street address and postal code information in the Contact Information section is correct.

Click the “Update Latitude and Longitude from Address” button on the right.

Click OK to save.

View category →

Units (3)

How long can my unit names be?

SiteLink supports unit names up to 6 characters, which can be any combination of numbers and letters.  SiteLink does not support hyphens “-” or slash “/” characters in unit names.

I am trying to add more units and I get a message the maximum amount of units has been reached. What do I do?

You’ll need to contact SiteLink Support to discuss increasing the unit limit for your SiteLink Web Edition license.

If I change the default price of a unit does that change what the current tenant in that unit pays?

SiteLink tracks unit rates separately from the rates the tenants are charged.  These are referred to as the Standard Rate and the Tenant Rate, respectively.

When a unit is rented in SiteLink the Standard Rate is used to create a default price for that unit.  That price can be modified during the move-in or anytime after the move-in by changing the Tenant Rate.  This will not affect the Standard Rate.  The next time the unit is rented it will default to the same Standard Rate.

If the Standard Rate is modified for a rented unit it does *not* affect the Tenant Rate for the tenant currently renting the unit.  Modifying the Standard Rate for a rented unit only affects the default rate for the next time that unit is rented.

View category →

Website (2)

Does SiteLink have any partners who can help with my website?

SiteLink has partnered with several highly-skilled web development specialists that can help you create and customize your online website, including Automatit and The Storage Group.

You can find a full list of our web development partners here: http://www.sitelinksoftware.com.au/technology-partners/

How do I know if a tenant has paid online?

SiteLink will send an email notification to your site’s primary contact email address any time a tenant creates an account or makes an online payment.  You will also see a notification on the Bulletin section of SiteLink’s Calendar screen.

You can change these options to only receive emails, only receive bulletin notifications, or to not receive any notification at all if you wish.  You can do this from the Web Template Configuration section of the Corporate Control Center program.

View category →