1. The Future of Business Systems
Presenters: Jim Bagli, Marcus Alig, Steve Rose
Moderator: Liz Davidson

2. The Future of Business Systems
PROPworks® 8.1 New Features
PROPworks® Portal
AirIT Mobile
Mobile PROPworks®
Mobile Cashier
PROPworks® Forum

3. PROPworks® Version 8.1 – New Features
Major Items
Rate Table
Taxes
Agreement Management
Billing and Invoicing
System Changes

4. PROPworks® Version 8.1 – Major New Features
Rate Table
Allows updates of multiple rates in one rate table, rather than having to use the Fees and Charges update over and over again to process each individual Bill Rule changes and additions

5. PROPworks® Version 8.1 – Rate Table
Rate Group and Rate Code setup

6. PROPworks® Version 8.1 – Rate Table
Rate Period and Rate setup

7. PROPworks® Version 8.1 – Rate Table
Add Bill Rules in Rule Classifications

8. PROPworks® Version 8.1 – Rate Table
Eliminates the need for multiple copies of a bill rule with different date ranges.
Add Rate Table Bill Rules to Agreements

9. PROPworks® Version 8.1 – Major New Features
Taxes
Simplifies the process to setup and maintain taxes on invoices

10. PROPworks® Version 8.1 – Taxes
Add Tax Rules to Rule Classifications

11. PROPworks® Version 8.1 – Taxes
Add Tax Groups and Tax Rates

12. PROPworks® Version 8.1 – Taxes
Add Taxable Bill Rules to Rule Classifications

13. PROPworks® Version 8.1 – Taxes
Add Taxable Bill Rules to Agreement Bill Rules
*No need to add the Tax Rules to the Agreements

14. PROPworks® Version 8.1 – Major New Features
More about the Rate Table and Taxes in this session

15. Version 8.1 – New Features – Agreement Management
Bill Rule Wizard –
Include Bill Rules for Inactive Leaseholds
Add an Invoice Type limitation to the Bill Rule Wizard
Default to only Active Bill Rules versus Active and Expired (currently)
Merge functionality of the "Fees & Charges Update" screen into Bill Rule Wizard
Bill Rules –
Ability to Duplicate a Bill Rule and then update (the F4 key from PW6)
Updates to the Bill Rule Detail Screen layout

16. Version 8.1 – Bill Rule Wizard
In Edit Mode - Include Bill Rules for Inactive Leaseholds

17. Version 8.1 – Bill Rule Wizard
Add an Invoice Type Limitation

18. Version 8.1 – Bill Rule Wizard
Default Bill Rule Status is now Active only (vs Active & Expired)

19. Version 8.1 – Bill Rule Wizard
Merge Fees & Charges Update Functions into Bill Rule Wizard
*Edit Mode

20. Version 8.1 – Bill Rule Wizard
Merge Fees & Charges Update Functions into Bill Rule Wizard
*Add Mode

21. Version 8.1 – Bill Rule Summary / Detail Screens
Copy an Existing Bill Rule and Edit the Details

22. Version 8.1 – Bill Rule Summary / Detail Screens
Copy an Existing Bill Rule and Edit the Details

23. Version 8.1 – Bill Rule Detail Screen
Bill Rule Details organized in a logical fashion

24. Version 8.1 – New Features - Billing
In addition to the Rate Table and Taxes…
One-time Charge - copy last record
Invoice Report - Display dollar amounts on top row rather than bottom row and add spacing between line items
Rule Types Screen - Combine all screens into one
Remember the directory of the last attachment when adding additional attachments

25. Version 8.1 – New Features - Billing
One-time Charge Screen - Copy Last Record

26. Version 8.1 – Invoice Report – Layout Changes
Added spacing between line items
Moved Amount to the top row of the line item

27. Version 8.1 – Rule Types Screen – Layout Changes
These details are all displayed on the Rule Type screen (above)
Double-click the Rule Type to see all the details including:
Unit Charge Info
Number of Units Info
Finance Charge Information
Area for Finance Charge Details

28. PROPworks® Version 8.1 – New Features - System
Moved from JRE 7 to JRE 8 on the client
Migrate from Jboss AS (Wildfly) 8.1 to 8.2
Allow user login through LDAP

29. Upgrade to JRE 8

30. Upgrade Application Server to Wildfly 8.2
If your installation is running PROPworks 8.0 or 8.0.1,
then you are running the Jboss Application Server Wildfly
For upgrades to Wildfly 8.2.0, please follow the steps in the PROPworks 8.1 Release Instructions

31. Allow User Login through LDAP
Allows a PROPworks user to log into PROPworks with his/her LDAP network account.
Requires changes to the standalone.xml file and the propworks.properties file.
Depending on the settings selected, if the PROPworks account does not exist it is automatically created when the user attempts to log in with the LDAP network account.(No Roles)

32. PROPworks® Portal 1.0
PROPworks® Portal is a mechanism for tenants to enter their Landing Reports and Concession Reports. The tenants can also Maintain Contact Information and View Invoices
The PROPworks® Portal has two views:
Administrative View
Tenant View

33. PROPworks® Portal 1.0 Admin View User Management Company Management
Configure Portal
Approve/Reject Landing Reports
Approve/Reject Concession Reports

34. PROPworks® Portal 1.0 Tenant View
View Invoices , Amount Paid and Amount Due
View/Submit Activity Reports
View/Submit Landing Reports
Maintain Contact Info
Admin Level
User Level

35. PROPworks® Portal 1.0 – Admin View

36. PROPworks® Portal 1.0 – Admin View

37. PROPworks® Portal 1.0 – Admin View

38. PROPworks® Portal 1.0 – Tenant View

39. PROPworks® Portal 1.0 – Tenant View

40. PROPworks® Portal 1.0 – Tenant View

41. PROPworks® Portal 1.0 – Tenant View

42. PROPworks® Portal 1.0 – Admin View

43. PROPworks® Portal 1.0 – Landings in PROPworks

44. PROPworks® Portal 1.0 – Tenant View

45. PROPworks® Portal 1.0 – Tenant View

46. PROPworks® Portal 1.0 – Admin View

47. PROPworks® Portal 1.0 – Activity in PROPworks

48. Want to learn more about PROPworks Portal?

49. PROPworks® Mobile Applications

50. AirIT Mobile Agreement Info – Meter Readings – Mobile Cashier
View Agreements and Agreement Details
Leaseholds
Bill Rules
Dates
History
Etc.
Meter Readings –
View Meters and Meter Readings by Campus & Utility Type
Enter New Meter Readings
Mobile Cashier
View Open Tickets
Pay Tickets

51. PROPworks® Mobile – Agreement Info

52. PROPworks® Mobile – Agreement Info

53. PROPworks® Mobile – Agreement Info

54. PROPworks® Mobile – Meter Readings

55. PROPworks® Mobile – Meter Readings

56. PROPworks® Mobile – Meter Readings

57. Mobile Cashier

58. Mobile Cashier

59. Mobile Cashier Select a Ticket to Pay
Pay by Cash, Check or Credit Card

60. Want to learn more about Mobile Applications For Business Systems?

61. PROPworks Forum A discussion board for product improvements
Review and rate items of interest
Works in sync with the Steering Committee.
Forum used for Ranking
Steering Committee used to refine specific items
Accessible as a separate website

62. PROPworks Forum

63. Want to learn more about the PROPworks Forum?

64. The Future of Business Systems
THANK YOU!
QUESTIONS ?