Month to Month Default Values

Nakisa Portfolio Management Suite allows you to configure default values for contracts that automatically transition to month-to-month contracts. This feature is enabled using the Automatic Month-to-Month Transition checkbox at the contract level.

You can set two default values:

Non-lease Expense Category: Specifies the non-lease expense category to which all lease terms are converted when a contract transitions to a month-to-month contract. Any existing non-lease terms are not converted.
Contract Category: Defines the contract category used in the new contract version that is created.

Note: You can only create one default value per field.

To create month to month default values:

Click Main Menu > Admin > Accounting > Month to Month Default Values.
Click New Value.
Select the Target Field.
Select the Default Value for the selected target field.
Click Save.

See also:

Adding, Editing, and Deleting Admin Objects