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How to run Daily Processing (#DLYRUN01)

Last updated:   Applies to:   In industries:   Of versions:   Special contents:
20150402 (Andy)   Pro, MultiUser, MultiSite, MultiView   Self Storage EditionMarina EditionVault Edition   7.X (and higher)   n/a

What is Daily Processing?

Refer to: #DLYWISDP01.

 

How do I run Daily Processing?

Daily Processing can be run by clicking on Daily on the main StorMan Dashboard, or by selecting Daily Processing from the Accounting menu in. As per the dialog, all processes will need to be closed before you can run Daily Processing - this includes customer agreements - as well as any other StorMan screens that are open on other computers (in a MultiUser environment).

 

What is the keyboard shortcut for Daily Processing?

The keyboard shortcut for this screen is CTRL + D (Windows) or COMMAND + D (Macintosh). Again, as per the dialog, all processes will need to be closed before you can run Daily Processing - this includes customer agreements - as well as any other StorMan screens that are open on other computers (in a MultiUser environment).

 

What happens during Daily Processing?

A visual representation is provided below, followed by a written description of each step...

First, StorMan will automatically wait for a backup to complete. This is denoted by a window in the top left corner of the StorMan dashboard, which says Waiting for backup to complete....

Once this has completed, StorMan will prompt the user for the Daily Processing date. Enter the date required, keeping in mind that StorMan can process more than one day at a time. The operator will now need to follow the prompts to complete Daily Processing. During Daily processing, the user will view a number of standard screens or messages...

The first function is to display the Daily Summary screen, which is designed to show the user which invoices / reminders / late letters are being generated. To view more details about any of the Customers appearing on this screen, simply double-click the desired Customer and the 'View Processing Details' dialog will appear for the selected Customer (as shown below).

If you do not wish to send this particular notice to the selected Customer at this time, uncheck the 'Send the notice to this Customer' checkbox at the bottom of the dialog.

Note: Depending on the way you have your notices setup (more on setting up Notices: #NTCSTP01), any fees that were due to be billed alongside this notice (e.g.: rent) may no longer be billed if you uncheck this option!

Daily Processing

 

The second function will display any letters or emails that Daily Processing is about to generate (more on previewing Notices that are about to be generated: #DLYPNAGD01). You can change the content of the letter or email at this point in time (note that this doesn't change the notice in the entire system - it only changes it for the instance of the letter that you're about to print or email). A number of buttons are provided on this dialog for continuing with or without generating the notice, depending on how you wish to process.

 

The third function is the Automatic Payments worksheet. This worksheet enables the user to process through their merchant EFTPOS machine any automatic payments that have to be done manually (to hide . This manual process is replaced by the automatic payment options using one of our supports 3rd-party providers (more on this: #3PTYCOMP). To hide credit card data from this report, you can enable the setting for this via System Setup (more on this: #SYSSETTAB701).

 

The forth function in Daily Processing is the recalculation of the occupancy and activity records in StorMan. The user will know this is happening due to flashing dialog boxes in the top left hand corner of the StorMan dashboard, or a message in the log monitor box called “Activity” once this process has finished, the user can now rely on the data in the key data section of the StorMan dashboard, and reports will be accurate as of yesterday. At this point, the Daily process is complete.

 

The fifth function that Daily Processing performs is to check whether you have any reports to generate as part of StorMan's Periodic Reporting System (more on this: #RPTBPOEMLPR01).

 

The sixth and final function will show any Customers that are required to be either overlocked, or locked out of the access control system (if installed; refer to #ACCSUPS01 for more on support access control systems). In addition, this report will also show any Customers who need to be "unlocked". In other words, Customers that were previously locked out (due to non-payment of fees) but have since paid their bill and require their overlock removed.

After this report is printed, a message will be displayed asking the user if they wish to clear the Berth / Unit / Vault status flags. This message is asking the user if they will overlock these spaces today. If this is the case, the user should select Yes. If the user is working by themselves and cannot leave the office, or they do not wish to process these overlocks today, then they should select No as this will then ensure these are reprinted on tomorrows list, along with any new lock outs for that day.

 

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