Data Cleanup

AP Check and Customer Remittance Cleanup Job Aid
Data Cleanup Job Aid

Table of Contents for 2+ Setup

Below is the list of documents to assist users in the migration to 2+. Click on the title of each section to reveal its contents and then click on each link to view the setup documentation.

***Please note that making changes to Waiting List Setup during your migration can cause errors during validation of your data. If you have questions about how adjusting any of these settings may affect your data, please contact the Migration Team for more information.

Primary System Setup

Project Setup
Sequence Mask Setup
Project Policy Setup
AMP Setup
Department, Employee, and Employee Duty Setup
WT2 Master Setup

Applicant List Setup

Waiting List Management Configuration Setup
Waiting List Management Code Setup
Waiting List Certification Finalization Setup
Waiting List Status Group Setup
Waiting List Unit Offer Status Setup
Waiting List Voucher Status Setup

Occupancy and Rent Calculation Setup

Asset Type Setup
Expense Type Setup
Finalization Result Setup
Payment Standard Setup
Certification Step Setup

Section 8 Tenant & Landlord Setup

Voucher Program Setup
HAP Contract Management Code Setup
Information Source Setup
Portable Contact Amount Type Setup
S8 Direct Deposit Setup (Verify information only)
Section 8 Check Setup (Verify information only)

Tenant Accounts Receivable Setup

General Settings, Developments, Unit tab
Office & Accounts tab
Profiles & Policies tab

Multi-family (TRACS) Setup

Contract Setup
Submission Setup

Work Order Setup

Work Order Policy Setup
Charges
Crafts
Crews
Data Area Development Setup
Dispatch
Employees
Settings
Shifts
Vacancy Work Order
Job Codes
Work Order Codes
Work Order Causes
Work Order Priorities
Work Order Status
Work Order Types

Property Security Setup

Property Security Configuration

Secondary System Setup