Manage data about your tenants, including:
1 General tenant and tenancy data
2 Link tenants to properties
3 Record and report on financial data for your properties, including:
4 Income
5 Expenditures
6 Automatic Calculate Rents function provides fast updates of who owes you rent
7 RPM Planner provides an event calendar for scheduling property inspections and other events
8 Create reports with practical information about your properties, tenants, assets, expenditures, and more.

Customer Invoicing
The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems.
Key features of the Customer Invoicing Template include:
- Control panel to establish predefined content for the invoice template and facilitate efficient customer invoice management.
- Add, update, access and remove products, customers and orders quickly and easily. - Capacity to save 65000 products, 65000 customers, and 1.3 million orders in each template.
- Import and export customer and product lists in CSV text file formats for integration with existing inventory and customer management systems.
- Automatic product inventory stock level adjustment for new and updated invoices.
- Update of amount paid for invoices by customers allows calculation of uncollected revenue outstanding.
- Sales reporting for the analysis of product and customer profitability and performance with ranking options.

Requires Microsoft Excel 97 or higher.

Project Management
The Project Planning and Management template is designed as a generic, affordable, Excel based solution to plan and manage any project. The ability to build the projects budget as tasks are identified facilitates the processes of business case proposal, valuation analysis, and securing the required funding. Project dynamics can be altered and performance monitored with best practice Earned Value Analysis throughout the complete project lifecycle.

Key features of the Project Planning and Management template include:
- Ability to define project budget as tasks are defined;
- Pre-define project phases, task titles, holidays, and other key project parameters;
- Creation of task dependencies and timing constraints;
- 'Auto-timing' function calculates optimal project schedule automatically;
- Gantt schedule charting with mouseover details;
- Project status reporting based on best practice Earned Value Analysis;
- Emailing of participant task lists and creation of individual participant workbooks to enable updating of task progress from remote workbooks.

(Requires Microsoft Excel 97 or higher)