To begin, we will need to set up your main company settings. With this Quickstart Kit©, you will be using ResMan's standard Chart of Accounts and Transaction Categories, however we will need your ResMan Domain Name, Property Information, and all Bank Account information from you so that we can create your website.
All items must be sent to firstname.lastname@example.org. On the email subject line, please include your company name as it appears in your ResMan contract.
Please follow these steps:
- Subdomain - (This is only required for the first implementation) Please provide us with two possible subdomain names. For example, your company name is XYZ Management; your subdomain may be xyz.myresman.com. In the event that the domain is already in use, we will notify you and use your second choice.
- Property List - On this template you will list all properties that will be onboarding along with their settings. Please download the template and follow instructions on how to complete.
- Bank Accounts - On this template you will list all bank accounts used by each property. In order to complete this template you will need the ResMan standard Chart of Accounts and Transaction Categories. Please download the template and follow instructions on how to complete.
If all of these items are complete, please go to the next step to continue implementation.