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eSite Tips and Reference Guides

These tips and reference guides give you a "how to" on specific functions within eSite.

1. Logging In and Out of eSite

1.1. Logging In

To Log In to eSite you will need your secure User Name and Password.

https://esite.jrkmgmt.com/AmsiWeb/login.aspx

At the Log In screen enter your User Name and Password.

 

1.2. Logging Out

When stepping away from your desk or if you are no longer working within eSite you MUST log out by using the "LogOut" link in the menu options. 

DO NOT USE THE RED "X" in the upper right hand corner of the screen.

2. Processing Begin of Day & End of Day

2.1. Daily Processing

Daily Processing

 

There are two processing functions that must be done every day.  Begin of Day and End of Day.  These two functions are found on the Processing Menu option.  The two functions maintain the processing date within esite.  These screens look exactly the same and can be explained the same way.  If you look at the sign on screen when you logon to eSite you can see exactly the last time these two functions were performed.

3. Leasing Tips

3.1. Guest Cards-New Contact

When a prospect visits the property in a different reporting week than the original visit you will need to enter a new guest card contact. 

3.2. Entering Phone & Internet Traffic in to eSite

All phone calls and internet leads can be entered in eSite.  See the document attached on how to do this.

3.3. Prospect Detail Comments

eSite allows you to enter "comments" in the Guest Card for easy reference on the "Prospect Detail Report".

3.4. Birthday & Alpha Lists

Birthday List:

eSite has the capability to produce a list of birthdays for all birthdates that are entered for your residents; this is a great resident retention tool. 

Alpha List:

Also, available to you in eSite is an "Alpha Listing" of the residents.  This list can be used for example, when mail comes to the office without a specified unit number. 

3.5. Pro-Rate Calculator

eSite has the capability to calculate prorates for you.  This tool is very useful and should be utilized when ever moving a tenant in and/or out.

3.6. Scanning / Uploading Docs to eSite

AMSI allows users to scan all types of documents and/or files into the system.  You attach these files to a resident for others to see and review easily.

3.7. Occupancy & Availability and Delinquency Notes

Occupancy & Availability Notes:

As you all are aware the "Lease Dates" feature has been removed from the "Lease Changes Card" in eSite.  This has been done to monitor the delay in move-ins as well as other date sensitive matters.  However, eSite has the capability to record this information in the "Comments" section of the Occupancy & Availability.

Delinquency Notes:

Delinquency Notes can be used for updates on the status of the balance due for a specific resident. 

4. Refunds & Forfeits

4.1. AIG Property - Refund & Forfeits with Write-Offs

Refunds and Forfeits is the menu option where the security deposits are forfeited and refunded. 

4.2. JRK Property - Refund & Forfeits with Write-Offs

Refunds and Forfeits is the menu option where the security deposits are forfeited and refunded. 

4.3. Processing Write-Offs After the SODA has been Processed

48 hours after the SODA has been completed write-offs can be processed.  Write-Offs include any outstanding "bad debt" EXCEPT for HUD.

5. Late Notices

5.1. Small Balance Letters

Producing notices of small balances.

5.2. Late Notice Processing from BOD

Every morning when you arrive to your office, you should always check the drop box, post all money that was received from the night before, and walk any units for keys that were returned, so you can process the "Move out step".  This SHOULD BE DONE daily - before you Process Begin of Day. 

With this in mind - when you PROCESS your BOD for the day that rent is late for your community, you will see this new "process" that will automatically charge your late fees!  The automated late fees were set up from information supplied on your WAR cover sheet.

5.3. Late Notice Processing

6. Blue Moon

6.1. Exporting to Blue Moon from eSite

eSite interfaces with Blue Moon so that the information you enter in eSite for applicants and/or renewals will transfer over to the Blue Moon application and information does not have to be entered twice.

6.2. Ordering Additional Clicks

Follow these steps to order additional clicks for your property:

  • Log in to Blue Moon 
  • Select the "Order Forms/Renew License" tab 
  • Select the amount of clicks you wish to purchase 
  • Insert your name in the "Person Placing Order" box 
  • Insert your PO Number for the purchase order log 
  • then select "Order"
  • When the order is completed you will see your "Clicks Counter" increase by the number of clicks you purchased.

7. Security Deposit Interest Calculation

7.1. Manually calculate sec dep interest

This shows how to mnaually calculate security deposit.