The Preferences function of Chintaro is where you change the way the system behaves, specific to your organisation. Changes to the Preferences function will affect all Chintaro users in your Organisation.
Changing System Preferences
To edit your system Preferences, from the Home Screen, click System Maintenance, then click Preferences.
The system Preferences are grouped in to different categories (blue buttons) at the top of the screen, and as you click on each of the tabs, the view will change to show the Preferences that belong to the categories.
As you click in any field you will get a clue as to what effect this has on the behaviour of the system on the right hand side:
Key preferences are listed below:
Category | Key Preferences | Description |
Organisation Details/Links | All Site Details | Must be entered for Word Merges |
State/Country | Changes screens/buttons on screens depending on state/country selected | |
Tenancies Rent | Invoice & Receipt Template | Must be entered to create invoices/receipts for transactions |
Vacant Room Status | Default Room Status for when a tenant vacates | |
Market Rent % | Percentage of market rent for rent calculations | |
Balance Transfer | To determine if balance of vacating tenancy remains with vacated tenancy or is transferred to new tenancy | |
Maintenance | Work Order Template | Name of default template to be used to send work orders |
Next Work Order Number | Auto generated | |
All PIM fields | Required if PIM user = Yes | |
Inspection fields | Required if you are completing inspections in Chintaro | |
MMGR fields | Required if MMGR user | |
Finance | General Ledger Format | Select the appropriate option that has been developed/recommended for you |
General Ledger Level | Detail or Summary, depending on your format (above) or financial requirements | |
Close Period | To lock all transactions prior to and including that date | |
Close Tenancy/Vacate | To lock all tenancies prior to and including that date | |
Delete Bank Transactions | If you allow users with access to bank screens to delete bank transactions | |
Allow Transaction Edit | If you allow users with access to tenancies to edit transaction details (date, type, amount, comments) | |
SMS | All fields | Required if using SMS function from Chintaro |
Reporting | N/A | |
SA | All fields | Required if a South Australian Chintaro user |
System | Show Room Status? | If you would prefer to see the Room Status on the Home screen, select Yes. Otherwise, the Home screen shows Overdue Maintenance Tasks. |
API Enabled? | Yes indicates you wish to connect your database to the Chintaro Mobile app, no indicates you do not wish to connect your database to the mobile app. | |
API ID | Database name used to connect to Chintaro Mobile app |
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