SKYLINE 2014 Release Notes
Contents WELCOME TO SKYLINE... 1 SKYLINE Release Overview... 1 Contact Us... 1 Sales and General Information... 1 Service... 1 Support... 1 ENHANCEMENTS... 2 Enhanced Budgeting... 2 Property Relations Management... 4 Purchase Orders... 7 Check Printing... 10 AP Void Voucher... 11 User Security... 12 Tab Level Access... 12 Property Level Access... 13 Facilities Maintenance/Work Order Module... 13 Default Setup... 13 Reports and Inquiries... 14 Schedule Recurring Work Orders... 16 Selecting Vendors and Posting to a Fund... 16 Work Requests Search... 18 Other FM/WO Enhancements... 18 Web Work Requests... 18 Escalations and Recoveries Additions... 20 Universal Charges... 20 Report Enhancements... 21 Parking and Vehicle Inquiries... 21 Other Report Enhancements... 21 Other Enhancements... 22 RESOLVED CLIENT ISSUES... 23
Welcome to SKYLINE SKYLINE Release Overview SS&C Technologies, Inc. is pleased to deliver the SKYLINE 2014 release, the latest release of our premiere property management and accounting software. SKYLINE is the standard of excellence for commercial, corporate, retail, condominium, and residential property management. SKYLINE offers a powerful database with numerous modules that let you customize SKYLINE to meet your needs. Contact Us Sales and General Information Mark Ziemba Phone: 312-443-7531 FAX: 312-443-7544 E-mail: mziemba@sscinc.com Service E-mail: skyline.help@sscinc.com Support Michelle Decker Phone: 801-989-3383 E-mail: michelle.decker@sscinc.com WELCOME TO SKYLINE 1
Enhancements Enhanced Budgeting Enhanced Budgeting has been added to the General Ledger Information menu. This new screen provides the ability to copy a prior budget, which is very helpful when developing new budgets. The new features include the ability to: Copy a prior budget to create a new budget. View the entire budget on one screen. Use the various buttons at the top of the display to customize the view, such as hiding/showing the account number, displaying only the current year or just balance sheet accounts. Double-click any entry in the Account Title column to: o Select the data entry Method, such as user entry, percentage increase, or amount decrease. o Lock the account against further changes o Add Notes. A small red square displays in the row to alert the user that a note exists for that account. Hover over the square to see the note. NOTE A new option to print notes from Enhanced Budgeting has been added to the Budget Comparison Accounts report in the Reports menu. Show Methods, to display (or hide) the column indicating how the values were derived. The ability to Print the spreadsheet or Export it to a MS Excel or comma separated (.csv) file. ENHANCEMENTS 2
Process to Create a New Budget: Create new or Open an existing budget Use buttons to customize the view Double-click any Account title to select the input method, lock the account, and add notes ENHANCEMENTS 3
Property Relations Management A new Property Relations Management module has been added to Property Management. The Property Relations Management (PRM) feature is designed to help you keep track of property happenings (Events) and what is being done about them (Actions). First you can setup defaults to make event and action entry easier, and then add details, notes, and documents to the Events and Actions. There are also two inquiry screens to track the status of each entry. For example, a city inspection for pool may be coming up so you could assign a pre-inspection checklist before the official inspection. Events - Example events include inspections, phone calls, property events, property tax payment reminders, or any note or document you would like to store regarding the Property. Actions An Action is something that must be completed for an Event. Examples of an Action include a follow-up phone call, pre-inspection walk through, ordering tents or supplies, an e-mail or letter, or contacting accounting. Alerts - The Alerts functionality has been updated to add PRM Actions. ENHANCEMENTS 4
The Property Management Tab includes five new screens. Process Overview 1. Use the PM, the Additional Functions, PRM Standard Event Setup and Standard Action Setup menus to create a database of items that can be selected when entering an Event or Action within Property Information. 2. Access the new PRM Events tab in Property Information to add Events. Those Events can also have associated Actions. 3. Use the PM PRM Event Inquiry and PRM Action Inquiry screens to review existing Property Relations Events and Actions. Once the report listing is generated, you can access the underlying Detail, Print the listing, or Export to a.csv or.xls file. Displays the PRM Event Entry screen (shown below) ENHANCEMENTS 5
Events created using the STD Event Setup (Additional Functions) Here is an example of the PRM Event Inquiry, which is similar to the PRM Action Inquiry: Click to view the Event Entry screen for the highlighted row ENHANCEMENTS 6
Purchase Orders Many enhancements have been included in this release to improve the Accounts Payable, Purchase Order process. Vendor Information Added two Email address fields that display the two email addresses stored in the Vendor Information screen for this vendor. Added a Print button, which is available once the Purchase Order has been saved and is no longer in Edit mode. Save Item Numbers Added the ability to enter and store Item Numbers. The Items database stores information about items purchased in the past and, once stored, the user can simply select the Item # during Purchase Order entry. ENHANCEMENTS 7
When an item is added to the database the following information can be stored: Item Number Model Name Unit of measure Description Price Manufacturer Add a new Item directly from the selection screen ENHANCEMENTS 8
Purchase Order Inquiry A new Purchase Order Inquiry screen has been added. You can filter the results by Property/Company and by PO Date. You can also: Click any column heading to Sort the Purchase Order list. Display the PO Detail and Invoice Detail associated with a Purchase Order. Print or Export the Purchase Order list. Highlight a row and click to view additional detail Purchase Order Sales Tax Rate A new PO Sales Tax Rate field has been added to the AP Property/Company Setup screen (Posting tab). This field is used to calculate the sales tax on the Purchase Order Information screen, Totals tab. ENHANCEMENTS 9
Check Printing Two new Accounts Payable check form formats have been added in this release. One format for Legal Paper using a 3-part check with check printing on the top 1/3 portion of the form. One format for Legal Paper using a 3-part check with check printing on the bottom 1/3 portion of the form. To set the default check form for all computers the following lines must be added to the current.ini file to allow different default forms to be used for different companies. NOTE Additional check forms are available for United States installations only. Add to the Skyline.ini file (or any alternate.ini file): [AP CHECKS] AP_CHECK_FORM = <form no> Replace the <form no> field in the syntax above with the form number you are using to print checks (such as 128, 211, 522, or 290). Form 211 - One Check on top 1/3 of check--2 check stubs following. Form 290 - One Check on top 1/3 of check--2 check stubs following (with MICR info preprinted). Form 128 - one check on the bottom 1/3 of the check- two stubs on top. Form 522 - one check on the bottom 1/3 of the check- two stubs on top (with MICR info preprinted). ENHANCEMENTS 10
AP Void Voucher SKYLINE has been enhanced to Void Vouchers on the Accounts Payable Information screen. The Void button is only available if the invoice is not paid. When you void an invoice, SKYLINE creates a new voucher number and the void is displayed on the Check Register (see image below). For accrual basis books, the voided invoice is also posted to the General Ledger. Voided check is noted ENHANCEMENTS 11
User Security Tab Level Access Tab Level security has been added to the Occupant screen, similar to the Main Menu tab level security. Command button security has also been added. The enhancement is located on the Change Access Levels screen for a particular user (Setup, Security Information, Change Access Levels). NOTE The user must have access to the PM (Property Management) tab. Open the Occupant Processing menu and grant access to Occupant Information, if necessary. Double-click Occupant Information to display the following screen. You can now grant user access to individual tabs and buttons for each Occupant type. ENHANCEMENTS 12
Main Menu Tab Level Access Report A new Tab Level Access report displays the main menu tab access for each user. Property Level Access A new Property Level Access Report has been added to the Setup, Security menu to display property permissions by user. Facilities Maintenance/Work Order Module This release includes continued improvements to the Facilities Maintenance/Work Order (FM/WO) module and its full integration within SKYLINE. Default Setup A new FM Default Setup screen has been added to the FM/WO Setup menu. This screen provides many default setup fields to speed up Work Order entry. Default information includes Company Information such as name, address, zip code, and the ability to select whether the Company information should replace the Property information that prints on Work Orders and Services Chart reports by default. Work Order and Service Charge defaults such as illustrated in the screen below. In the Service Charge Defaults select either Hours or % variance. Vendor Field Label Defaults which allow you to label the user-defined vendor fields located on the Vendor Provider screen. ENHANCEMENTS 13
Reports and Inquiries A new Time/Labor Analysis report has been added, which allows users to view labor information by work order and service charge, comparing estimated to actual hours. From the report listing you can view Work Order Detail for any record, Export the information, or print a Report. Service Charge Class Summary Report has been added. The report lists Hours and Costs or Charges (from the Service Charge Detail) grouped by classification. From the report listing you can view Work Order Detail for any record, Export the information, or print a Report. ENHANCEMENTS 14
Week View and Weekly Overview Each of these reports can now be filtered using a new Provider Type field. For instance, select an In-House Provider Type and only those assignments scheduled for In-House Providers display in the results table. Further isolate the provider using the Beginning and Ending Provider Code fields. Fixed Asset Order History Report You can now sort the results table by clicking any column heading. The Posting Date has also been added to the report. WO Service Charge Listing Several enhancements have been made to this report. A new Print column with a checkbox for each record, which allows you to toggle on/off whether you want to print that record. There is also a field to toggle on/off the print checkbox for all records. A new SC Detail button has been added which allows you to print Service Charge Detail individually or in batches. The Print SC button has been renamed SC Receipt. The Work Order Report has been enhanced to display the Vendor Name instead of the Vendor Code Work Order Listing and Work Order History The Work Order History report now prints based on the Report Type order, and both reports have also been changed to landscape display. ENHANCEMENTS 15
Schedule Recurring Work Orders The Routine Procedures, Schedule Recurring Work Orders screen has been enhanced. Users can now see the Work Order description on this screen without navigating back to the original recurring work order. Simply hover your mouse over any of the red dots in the WO# column to display the description. Heat is out and requires attention Selecting Vendors and Posting to a Fund The logic used to select vendors on the Work Order Information, Charges tab has been enhanced to determine whether the Unit is in a Property that is part of a Fund. If so, the vendor list available represents Fund vendors, not Property vendors. Further, when using the Service Charge AP Processing screen to post charges, invoices are sent to the Fund and the distribution line will show the company that incurred the expense. The logic used to select vendors on the Work Order Information, Charges tab has been enhanced to determine whether the Unit is in a Property that is part of a Fund. If so, the vendor list available represents Fund vendors, not Property vendors. The invoice will be paid by the Fund. ENHANCEMENTS 16
Two new fields have been added to the Service Charge AP Processing to allow you to post to a Fund: Procedure Overview: 1. In the top screen section, select Post to Fund and then select a Fund Company. Click Listing. This filters out any service charges for non-fund properties (not cross-referenced in AP Property/Company Setup). 2. The far right-hand column changes from a button to a check-box. Select individual records to include in the posting process or select all using the option at the bottom of the screen. 3. Click the Post to Fund button to post the service charges to the fund. This creates a Service Charge AP Fund Processing report. Review this report for accuracy and if account numbers are missing you must add one to the Vendor prior to posting. This generates an AP Batch placing all the selected service charges into individual invoices within the new batch. 4. Access AP Invoice Entry and edit the batch to include the Invoice Number, Date, and Distributions. Then proceed to process the AP Batch. ENHANCEMENTS 17
Work Requests Search The Manage Work Requests screen has been enhanced to improve its ability to search for Work Requests. You can now type search text into any of the six columns to group the data by the search criteria. Use the backspace key to return to the full list. Start typing search text into any column heading to group the results Other FM/WO Enhancements SC Batch Processing Users can add work orders to vacant units, therefore, the SC Batch Processing screen now displays a V for Vacant units in the Include for Posting column. Work Order Scheduling - Validation has been added to prevent double bookings when scheduling work orders. A pop-up message warns the user of a possible scheduling conflict and notes the conflicting work order number. Increased number of digit in the Work Order Number to accommodate millions. Web Work Requests Web Work Requests is a separate module that allows tenants to enter and track work requests using an Internet site. Additionally, the facilities maintenance manager or property manager can then assign, dispatch, and track the work request using either the Internet site or the Facilities Maintenance/Work Order tab within SKYLINE. This module has been redesigned to enhance the user interface and improve data retrieval speed. Users have two types of web functionality to choose from: Tenant Web Portal Tenants can enter work requests using an Internet site and then track the request s progress. Facilities Maintenance Manager Portal Managers can add, view, and dispatch work requests, add work orders, and view/edit work orders. This allows managers to get work assigned and started quickly, even when they are away from the office. NOTE Each of these portals has a unique registration code for proper licensing. The registration code activates each portal once added to the registration code. ENHANCEMENTS 18
Figure 1 FM Managers Portal Online help is also available with detailed screen definitions and procedures. Property Information An email address field has been added to the Property Information-Primary Account/Remit tab. This address will be used by Web Work Requests when emailing copies of WWR records from the portal. Multiple email addresses can be entered and separated using a semicolon. This email address is in addition to those entered on the WWR Administrator site (Email Setup screen). ENHANCEMENTS 19
Escalations and Recoveries Additions Fields from the Property Management, Lease Management module have been added to Escalations and Recoveries. This enhancement provides 100 additional fields which are now available to include in your recovery reports and spreadsheets; fields for general lease information, contacts, operating and other expenses, documents, sub-leases, notes, and much more. Universal Charges The PM Additional Functions, Universal Charges screen has been updated to add several new parameters. Users can now identify the scheduled charges to be paid by ACH, instead of only Standard (STD) payment methods. Note that the Occupant must be properly setup to pay using ACH or the charge will not be added to its Charge Schedule. You can now isolate a Group when applying the Universal Charge. You can now isolate Units when applying the Universal Charge. The report has been updated to reflect these enhancements. ENHANCEMENTS 20
Report Enhancements Parking and Vehicle Inquiries New Parking and Vehicle Inquiries have been added to SKYLINE Occupant Processing. The reports provide the ability to track parking spaces, vehicle reports and inquiries, determine ownership, and look up license plates. The listings can also be printed or exported. Other Report Enhancements Report Enhancement Description 1096 Tax Report The 1096 Tax Reports Form has been added while processing the year-end 1099 reports. Once you select Print 1099 s on the AP Reports menu and generate, you are prompted to print Form 1096 to be sent to the IRS along with Form 1099. Billing Prep Report Cash Journals Occupant Ledger Rent Roll Sales Analysis Report Statement of Changes The Billing Prep Report now includes Occupants who have a Charges Schedules with charge codes and start dates, but no billing amount. The Cash Journals report has been enhanced to allow users to generate the report by Group. The Occupant Ledger has been enhanced to print the Occupant name on each page. The Commercial Rent Roll now has the option to print the Tenant DBA (Doing Business As) name. The Sales Analysis Report now includes Breakpoint % and % of Sales amounts. The GL Statement of Changes report has been updated to the latest Crystal Reports format, including all the print, sort, and export features. ENHANCEMENTS 21
Other Enhancements Program Area Accounts Payable All General Ledger Other Modules Other Modules Other Modules Other Modules Other Modules Property Management Description The AP Invoice Entry screen and all other invoice screens have been enhanced to display the 1st and 2nd address lines of the Vendor Address. The Scan Now feature available in Document Management can now scan multiple pages and also save the scanned file as a PDF file. A Copy button has been added to Enhanced Management Fees Setup to allow you to copy prior setups. Data Import for Property Management has been enhanced to import Condo information (Unit information and Occupant information). In ACH Billing and Payables a new switch is available for the ach.ini to turn off the addendum record (DISABLE_ADDENDUM). SKYLINE epayments Network now interfaces with RentPayment. Separate documentation is available. SKYLINE Payment Automation now interfaces with AVIDPay. Separate documentation is available. The Data Import process has been enhanced to add the check Memo field. During the Billing, Record Scheduled Charges process, users are prompted to post the Occupant Statistics. Occupant Statistics can be edited (Additional Functions) and an Occupant Statistics Inquiry generated (Occupant Processing). Property Management Property Management Setup Setup System System The Occupant Statistics Posting Report can now be archived and then viewed using the PM Archived Report Viewer. Unit Information, Rentable SQFT has been added as an option available to merge with the Word document in Tenant e-communications. Alerts now include an Account Status option for Occupant Information alert setup. The allowable size of Maximum Number of Checks in a Batch has been increased from 999 to 9,999 in Company Setup. This displays as the Number of Checks on the Cash Receipts screen. Lockbox and Cash Receipts Import often have more than a 1,000 checks in a batch. The Pervasive database version has been updated to v11.3. Windows 8.0 and Windows Server 2012 have been certified and are supported. ENHANCEMENTS 22
Resolved Client Issues The following tables describe issues that have been resolved for clients for the SKYLINE 2014 release. Table 1 Resolved Issues Number Program Area Description 7379 AP, AP Information Users can now edit the Recurring Date and Stop Date in AP Information, Invoice Information on an invoice that was entered through Direct Invoice Entry without reporting the stop date incorrectly on the AP Voucher report. The stop date was previously reported as recurring for this invoice and any invoices entered after the edits were made. 7542 AP, Daily Procedures The Invoice Entry process was modified so that if an invoice is edited to be Paid Using ACH, it no longer reverts to be paid by check. 7671 AP, Invoice Inquiry AP Invoice Inquiry has been updated for two items: It now displays a date in the Date field if a check has been voided and re-issued without crediting the voucher. It consistently displays the correct check number if a check has been voided and then re-issued without crediting the voucher. 7753 AP, Print AP Checks A DDFs Out of Date error message has been resolved when attempting to print Digital AP Checks a second time. Also, the AP Check Form field is also now disabled after the first time the checks print. 7409 FM/WO, Reports and Inquiries 7279 FM/WO, Work Order Management 7468 FM/WO, Work Order Management 7483 FM/WO, Work Order Management Updates have been made to the Fixed Assets Order History report. The Listing button is disabled until you select an Asset. This resolves a database error 8. New Charge Code validations have been added when entering a Service Charge on the Work Order Information screen. For instance, when you insert a Service Charge on the Service Charge tab and select an Invoice Charge from the drop down list, the Charge Code is validated for each Item (Labor, Materials, Subs, and Misc). An issue has been resolved in the Unit Reference Number dropdown list for large databases. When creating a new Work Order, all units are now available for selection from the Unit Ref. No. field even if you must use the More button to see additional units or the All Records button. Printing a Work Order no longer cuts off the phone number in the general information section of the report. RESOLVED CLIENT ISSUES 23
Number Program Area Description 7591 GL, Checkbook The Bank Deposit Slip report has been modified to increase the number of characters in the Account Number field. 7460 GL, GL Information Modifications have been made to Chart of Account Setup to allow you to correctly edit Account Titles. 7567 PM, Database In order to create sales reports, the Occupant Type field in the PM Occupant table and the PM BKPT table can now be linked. 7511 PM, Occupant Information System code has been updated to improve the speed with which the Occupant and Master Inquiry selection lists load and display. 7697 PM, Reports The Occupant Reports, Lease Abstract Report has been modified so the labels are correctly aligned with the fields for the Admin Percent Fee and the Mgmt Fee %. 7644 Setup Security has been updated so that the Historical Sales Calculation in Occupant Information can be included during security setup without generating an error. RESOLVED CLIENT ISSUES 24
Copyright 2013 All Rights Reserved. SKYLINE 2014 Release Notes SS&C Technologies, Inc. This document contains confidential and proprietary trade secret material of SS&C Technologies, Inc. and is only provided under license or non-disclosure agreement. Information in this document is subject to change without notice. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of SS&C Technologies, Inc. Considerable effort has been made to ensure that this manual is free of inaccuracies and omissions. However, SS&C Technologies assumes no responsibility for, or liability for, errors contained in this manual or for incidental, special, or consequential damages arising out of the furnishing of this manual, or the use of this manual in operating SKYLINE or in connection with the performance of SKYLINE when so operated, except as may be provided in a written license agreement between the user and SS&C Technologies, Inc. SKYLINE and all related modules or components are trademarks or registered trademarks of SS&C Technologies, Inc. Microsoft, Windows, Windows NT, MSDOS, and Visual Basic are trademarks or registered trademarks of Microsoft Corporation. Other brands and their products such as Pervasive, Adobe Acrobat Reader, MS2000, F9, Crystal Reports, and Install Shield are trademarks or registered trademarks of their respective owners and should be noted as such. Client is hereby authorized to print and copy the documentation contained on the enclosed media for use solely in accordance with its license (or, in the absence of a written License Agreement, a written Non-disclosure Agreement), provided it reproduces the preceding copyright notice on the front of each copy or partial copy. Client is not authorized to print, copy, and disseminate the documentation beyond the scope of the written License or Non-disclosure Agreement. Client s failure to comply with these terms terminates this authorization and, in such case, Client shall promptly destroy the machine-readable documentation, any copies thereof, and any media containing such documentation, and, upon SS&C s written request, certify in writing and signed by an authorized officer that it has done so. USA 09/19/13 SS&C Technologies, Inc. 33 W. Monroe, Suite 420 Chicago, IL 60603 USA Phone: 312-443-7531 Fax: 312-443-7509 Internet: http://www.ssctech.com RESOLVED CLIENT ISSUES 25