1c rental and property management. Training course on the program “1C: Rental and real estate management. Rental and property management

From the document, you can print an agreement to extend the lease agreement, a price agreement protocol, a transfer deed, a floor plan in MS Excel format, or a built-in printable form in MS Word format.

The document can be entered based on the document “Conclusion of a lease agreement”. The form of the document is similar to the form of the document “Conclusion of a lease agreement”.

Document "Termination of the lease agreement" is intended for recording information about early termination lease agreement, as well as termination of the lease period of any of the leased objects or terms of provision of additional services.

From the document, you can print a termination agreement, a transfer deed for return, or an embedded printable form in MS Word format. The document can be entered based on the document “Conclusion of a lease agreement”. The form of the document is similar to the form of the document “Conclusion of a lease agreement”.

Mass processing of rental documents. Group processing.

To ensure high labor productivity of personnel working in the field of concluding contracts and preparing documents, the possibility of group actions (processing) with a set of similar documents is provided.

Entering rental objects of the same type. Processing is intended to create a specified number of rental objects with identical characteristics.

Group renewal of lease agreements. Processing is intended to generate a package of documents “Additional Agreement” for the extension of the lease term for a specified date or for a certain period.

Group termination of lease agreements. Processing is intended to generate documents “Termination of the lease agreement” for a specific date

Analytics of contractual relations.

Reports of the contract accounting subsystem are built using data composition schemes (hereinafter referred to as DCS) and have a flexible configuration system.

Report: History of rental properties

The report displays information about the status of rental objects for the specified period:

• Rental object
• Square
• Status
• Service
• Bid
• Period

Report: Register of rental objects.

The report displays information about the status of rental objects on a specific date:

• Rental object
• Building and floor
• Square
• Object type
• Status
• Service
• Bid
• Property
• Property value

State diagram of rental objects

The diagram displays information about changes in the status of rental objects over time.

The different statuses of rental objects are highlighted in color on the diagram. The statuses of rental objects are analyzed in terms of additional services.

The user can indicate the analyzed period in the report header. In this case, the diagram will display only those objects and services whose status is valid in the period specified by the user. On the bookmark "Selection" the user can set a random selection for rental object, service and status. The chart can be customized by the user using the built-in Gantt chart customization mechanism.

Mutual settlements for rent

Taking meter readings

The document is intended for registration of an act of taking readings from meters - tarifficators for rental objects. Can be entered on the basis of the document “Conclusion of a lease agreement” or the previous document “Act of taking meter readings”.

Two types of operations are defined for this document:

• Meter readings;
• Traffic telephone numbers.

The operation type “Traffic of telephone numbers” is used to account for telephone services. Type of operation “Counter readings” - in all other cases. In the first case, an additional field “Phone number” is added to the “Indications” tabular part and the traffic is indicated for each number separately.

Rental invoice

The document “Invoice for rent” is intended for issuing invoices for payment of rent and additional services (type of transaction "Payment of rent" B) or to pay penalties (type of operation "Payment of fines")for a certain period

Transaction type “Payment of rent”.

The document provides for automatic calculation of the fixed and variable parts of the rent under the contract.

Algorithm for calculating rent: Amount = Rate * Quantity

For the constant part of the payment, “Quantity” is the area of ​​the rental object or the number of additional services that affect the rent. If the “For the object as a whole” checkbox is selected in the calculation method, then the quantity will be equal to one.

When calculating rent for an incomplete period (when the beginning or end of the lease does not coincide with the beginning or end of the period in the calculation method), the rate is recalculated: Rate = Rate * (Number of rental days) / (Number of days in the current period of the accrual method)

For the variable part, before issuing an invoice for rent, you must enter the document “Meter Reading Report” with the agreement and the period corresponding to this invoice. The beginning of the period indicated in the header of the act must coincide with the beginning of the period indicated in the header of the invoice. The amount of the service, in this case, coincides with the corresponding amount in the document “Certificate of Meter Readings”. If this document is not entered for any service valid under the contract, the amount of the service will be considered zero, and it will not appear in the tabular part of the invoice at all.

If you need to issue an invoice for an advance payment for a tariffed service, you must set the “Paid in advance” attribute for this service (see the description of the “Nomenclature” directory above). In this case, when autofilling, the service will appear in the tabular section, but the user will enter the payment amount independently.

If during the accrual period the rate for some services changed (during the accrual period “Additional Agreement” documents were created), then the tabular part of the invoice will contain as many rows as the number of times the rate was changed. In this case, the validity period of the rate will be taken into account.

Type of transaction “Payment of fines”

The document provides for automatic calculation of penalties under the contract for the selected period (button "Fill in"). After this, the information can be adjusted manually by the user.

Algorithm for calculating penalties

"Fixed amount per period", then the amount of the penalty is equal to the fixed amount specified when concluding the lease agreement.

If the method of calculating penalties is “Proportional to the amount and duration of the debt for the period”, then Amount of penalties = Rate (in%) * Amount of debt * Number of days of delay, where Number of days of stitching (per period) = Date of accrual of penalties – (Payment due date + Deferred payment).

The payment period is determined from the counterparty's agreement. This can be either the invoice date for the rental period or a specific day of the month.

Amount of debt = Amount accrued – Amount paid.

If the tenant paid the rent in part, then the tabular part of the invoice will contain as many rows as the number of times the rent was paid with a delay.

Example:

According to the agreement, the tenant must pay rent by the 5th day of each month.
01.08.08 – payment 1000 rub.
In total, 5,000 rubles were charged for rent on 08/31/08.
Penalties are accrued as of 09/01/08, the penalty rate is 0.5%:
from 06.08.08 to 31.08.08 – debt 4000 rubles.
Amount of penalty = 4000 rubles * 0.005 * 26 days = 520 rubles.

From the document “Rental Invoice”, it is possible to print an invoice for payment - detailed (by rental objects) and summary.

Calculation of rent

To form the tenant's debt to the landlord, the "Rent Accrual" document is used.

When posting a document, the system analyzes the status of mutual settlements rental payments. At the same time, all additional analytics are analyzed, in the context of which mutual settlements are carried out (payment period, rental objects and services, rental invoices). If the flag is set "Deposit offset", the security deposit can be counted as an advance. If this flag is cleared, the amount of the security deposit is not taken into account as advance payments.

Accrual of penalties

To calculate penalties for late payments, use the “Calculation of penalties” document.

The document can be entered based on the document “Invoice for rent” with the transaction type “Payment of fines”. In this case, the tabular part of the document is filled with data from the tabular part of the invoice. In addition, the table part can be filled in automatically using the button "Fill in" on the command panel.

The document is the basis for entering the “Invoice issued” document. To quickly enter an invoice, you can use the hyperlink in the footer of the document.

Mass processing of documents for mutual settlements. Group processing.

Group billing. Processing is intended for group generation of “Rental Invoice” documents for the selected period in an amount equal to the number of valid this moment agreements with tenants.

Group rental payment. Processing is intended for group generation of “Rent Accrual” documents for the selected period.

On the processing form there is a field for selecting rental objects, services and tenants. Only selected tenants will be invoiced for selected services and rentals.

Analysis of mutual settlements for rent

Report on accruals and payments of rent.

The report provides information on mutual settlements between tenants in the context of services and rental objects:

• Deposit
• Counterparty agreement
• Rental object
• Square
• Rental invoice
• Service
• Debt at the beginning of the period
• Accrued
• Paid
• Debt at the end of the period

Utility expense report

The report allows you to obtain information about payment expenses utilities:

• Counterparty
• Counterparty agreement
• Phone number
• Rental object
• Service
• Payment period
• Bid
• Quantity
• Sum

Planned cash receipts

The report allows you to obtain information about planned revenues Money:

• Counterparty
• Counterparty agreement
• Organization
• Planning period
• Scenario frequency
• Planning scenario
• Sum

Plan-actual analysis of cash receipts

The report is intended to analyze the execution of cash flow plans for a certain period of time:

• Organization
• Counterparty
• Counterparty agreement
• Planning scenario
• Payment period
• Periodicity
• Sum
• Plan
• Fact
• Deviation

When developing a software product "1C: Rental and real estate management 8" The experience of creating and successfully operating automated control systems in more than 100 organizations working in the field of rental and operation of real estate was summarized.

Licensing

To scale and expand the number of workstations, you can purchase additional licenses.

Description of functionality

Real estate registry management

• Maintaining a hierarchical directory of real estate objects with a wide range of characteristics and the ability to add arbitrary characteristics; all entered characteristics can later be used for groupings and selections in reports;
• Ease of loading facility layouts using a scanner (for example, based on a BTI plan);
• Automatic creation of real estate objects in the database based on graphic layout plans;
• Quick viewing of the location of an object on the plan;
• Registration of arbitrary statuses of real estate objects for a given period - free, in reserve, under repair, rented, etc.;
• Formation of a register of real estate objects with the possibility of flexible grouping and selection according to various characteristics;
• Generation of graphical reporting with color highlighting of real estate depending on status and the possibility of arbitrary selection (by free space, by area under repair, reserve, etc.);
• The ability to link real estate to price categories, register prices for services linked to price categories, and store price history.

Management of rental agreements

• Accounting for primary documents under lease agreements (Conclusion of a lease agreement, Additional agreement, Termination of a lease agreement, Certificate of acceptance and transfer of leased premises, Certificate of acceptance and return of leased premises);
• The ability to divide the rent into a constant (rent of premises) and variable (tariffed services) part;
• Flexible management of charging methods, rates and tariffs for services, storing the history of changes in rates and tariffs;
• Use of arbitrary templates based on Microsoft ® Word ® for printing primary documents;
• Printing graphic plans highlighting rental properties as appendices to contracts;
• Storing a list of telephone numbers and linking them to tenant agreements;
• Possibility of multiple changes in rates for services within one contract;
• Possibility of accounting for rentals “intermittently”;
• Use of special exchange rates in contracts (currency corridor, Central Bank rate plus a given percentage, fixed rate);
• Ability to manage sublease agreements;
• Generation of graphic reporting containing plans for the placement of objects, with color highlighting of objects depending on their status and displaying the necessary information on tenants;
• Occupancy check and overshoot control total area object when creating a new lease agreement;
• Possibility to rent out one property to several tenants;
• Group extension and termination of lease agreements with the possibility of selection according to specified characteristics;
• Formation of a register of lease agreements with the possibility of flexible grouping and selection according to various characteristics.

Management of mutual settlements for rent

• Flexible configuration of details of mutual settlements with tenants: according to contracts, payment periods, objects, services, accounts;
• Automatic calculation of rent in accordance with the calculation methods, currency and rates specified in the agreement;
• Calculation of rent for an incomplete period. Possibility of calculation both based on the actual number of days in the specified period, and on the basis of the “average month”;
• Calculation of payment for tariffed services taking into account meter readings, the possibility of distributing meter readings across several objects or tenants;
• Calculation of payment for the telephone, taking into account the numbers listed under the counterparty agreement;
• Accounting for collateral (deposit) payments;
• Calculation of the amount of penalties using various algorithms;
• Conducting settlements with property owners under an agency scheme;
• Batch generation and printing of documents for calculating rent with the ability to select according to various criteria;
• Reporting on mutual settlements with tenants with a breakdown of documents, periods, services and rental objects;
• Possibility of printing rental documents (invoices, acts and invoices) both in summary form and with details on objects and/or services;
• A report on the efficiency of space use with calculation of the efficiency factor and the amount of financial losses from facility downtime;
• Sales analysis with the necessary detail and grouping of data;
• Planning rent payments, conducting plan-factual analysis.

Property management

• Planning activities for the maintenance of real estate (scheduled and routine repairs, routine maintenance, etc.)
• Registration and control of service requests;
• Storing estimates for materials and work for maintenance activities;
• Accounting for actual operating costs;
• Accounting for the services of contractors for maintenance;
• Maintaining a history of maintenance activities;
• Planning and conducting plan-fact analysis of operating costs.

Licensing Features

To work in multi-user mode, users must have additional licenses. configuration "1C:Enterprise 8. Rental and real estate management" And client licenses "1C:Enterprise 8"» for the corresponding number of jobs.

To work in client-server mode, users must have server licenses.

List of licenses

The software product "1C: Rent and Real Estate Management" is a joint industry solution of the 1C company and the ELIAS VC company. The product is intended for owners of commercial real estate, management companies, development companiesstructures. The product allows you to increase the efficiency of companies' business by automating processes for maintaining register records of real estate, managing lease agreements and settlements with tenants, and operating real estate. The program provides solutions to problems of accounting, management, legal and administrative accounting.

The program allows you to effectively manage real estate different types: shopping and office centers, land plots, exhibition areas, warehouses, markets and so on.

The product is developed on the latest version of the technology platform "1C:Enterprise 8" and is available in various versions: based on standard configurations 1c accounting And . For government agencies delivery is provided on the basis of .

The program includes tools for effective management of real estate and rental activities.

Main features of the real estate management automation program

Real estate registry management

• Maintaining a hierarchical directory of real estate objects with a wide range of characteristics and the ability to add arbitrary characteristics;
• Convenient and simple creation of graphic plans for the placement of objects;
• Automatic creation of real estate objects in the database based on graphic layout plans;
• Quick viewing of the location of an object on the plan;
• Registration of arbitrary statuses of real estate objects for a given period - free, in reserve, under repair, rented, etc.;
• Formation of a register of real estate objects with the possibility of flexible grouping and selection according to various characteristics;
• Generation of graphical reporting based on facility layout plans with color highlighting of facilities depending on status and the possibility of arbitrary selection (by free space, by area under repair, reserve, etc.);
• The ability to link real estate to price categories, register prices for services linked to price categories, and store price history.

Management of rental agreements

• Accounting for primary documents under lease agreements (Conclusion of a lease agreement, Additional agreement, Termination of a lease agreement, Certificate of acceptance and transfer of leased premises, Certificate of acceptance and return of leased premises);
• Division of services into fixed and variable parts;
• Flexible management of charging methods, rates and tariffs for services, storing the history of changes in rates and tariffs;
• Separate assignment of payment terms and parameters for calculating penalties for fixed and variable services, as well as for specific services;
• Use of arbitrary Microsoft Word format templates for printing primary documents;
• Printing graphic plans highlighting rental properties as appendices to contracts;
• Storing a list of telephone numbers and linking them to tenant agreements;
• Possibility of multiple changes in rates for services within one contract;
• Possibility of accounting for rentals with breaks;
• Use of special exchange rates (fixed rate, Central Bank rate plus a given percentage, currency corridor);
• Ability to manage sublease agreements;
• Generation of graphical reporting based on object placement plans with color highlighting of objects depending on their status and the ability to customize the composition of the displayed information (by tenants, terms of contracts, characteristics of objects, etc.);
• Checking occupancy and monitoring the excess of the total area of ​​the facility when creating a new lease agreement;
• Possibility to rent out one property to several tenants;
• Group extension and termination of lease agreements with the possibility of selection according to specified characteristics;
• Formation of a register of lease agreements with the possibility of flexible grouping and selection according to various characteristics.

Management of mutual settlements for rent

• Flexible configuration of the details of mutual settlements with tenants: according to contracts, payment periods, objects, services, invoices for payment;
• Automatic generation of invoices for payment and acts of provision of services with the possibility of random selection by tenants, services, objects, etc., printing of generated documents and sending to tenants by e-mail;
• Calculation of rent for an incomplete period. Possibility of calculation both based on the actual number of days in the specified period, and on the basis of the “average month”;
• Calculation of payment for tariffed services taking into account meter readings, the possibility of distributing meter readings across several objects or tenants;
• The use of arbitrary formulas to calculate the cost of variable part services (in particular, accrual based on the tenant’s trade turnover using various algorithms);
• Automatic completion of payment terms in invoices under the terms of the lease agreement;
• Calculation of payment for the telephone, taking into account the numbers listed under the counterparty agreement;
• Accounting for security payments (deposits);
• Analysis of delays in payments for services and calculation of the amount of penalties using various algorithms;
• Conducting settlements with property owners under an agency scheme;
• Reporting on mutual settlements with tenants with analytics on periods, services, rental objects, invoices for payment and the ability to analyze calculations for penalties and deposits;
• Possibility of printing rental documents (invoices, acts and invoices) both in summary form and with details on objects and/or services;
• A report on the efficiency of space use with calculation of the efficiency factor and the amount of financial losses from facility downtime;
• Sales analysis with extensive detail and arbitrary grouping of data;
• Planning rent payments, conducting plan-factual analysis.

Property management

• Accounting for structural elements and engineering systems of real estate objects subject to maintenance and repair;
• Planning activities for the maintenance of real estate (scheduled and routine repairs, routine maintenance, etc.)
• Registration and control of service requests;
• Storing estimates for materials and work for maintenance activities;
• Accounting for actual operating costs;
• Accounting for the services of contractors for maintenance;
• Maintaining a history of maintenance activities;
• Planning of operating costs, carrying out plan-factual analysis.

Service capabilities

• Automatic creation of reminders and notifications for various events (for example, reminders about the approaching expiration date of the lease agreement);
• Versioning (storing the history of changes) of directories and documents;
• Integration with the 1C: Document Flow program.

The main innovations in the delivery of "Module 1C: Rental and real estate management for 1C: ERP":

• the product is developed on the basis of an innovative solution for building complex information systems for managing the activities of multi-industry enterprises, taking into account the best global and domestic practices in the automation of large and medium-sized businesses;
• separate assignment and control of payment terms for the fixed and variable parts of the rent;
• the ability to calculate penalties for late payment based on both actual (according to acts) and planned (according to accounts) debt;
• the possibility of assigning both individual and uniform tariffs for variable services;
• management of property inspections;
• Possibility of joint use with solutions "1C:ERP Construction Organization Management 2" and within a single configuration.

This is interesting. The possibility of seamless integration of software products "1C: Rental and real estate management" and . Integration allows you to use many of the capabilities of 1C: Document Flow without leaving the 1C: Rental and Real Estate Management configuration, in particular: store arbitrary files related to rental objects, lease agreements and other directories and documents in 1C: Document Flow; use “1C: Document Flow” business processes when working with configuration objects: assignment, approval, approval and many others; create incoming, internal and outgoing “1C: Document Flow” documents based on lease agreements, service requests and other documents and manage their status. Application for access to a remote demonstration of the program "1C: Rental and real estate management" Prices for the program "1C: Rental and real estate management" and additional licenses 1C:Enterprise 8. Rent and management of real estate based on "1C:Accounting 8" +2 hours 1C:Enterprise 8. Rent and management of real estate based on "1C:Accounting 8" (USB) 43 700 +2 hours Module "Rental and property management" for "1C: Accounting 8" +2 hours Module "Rental and property management" for "1C: Accounting 8" (USB) 31 050 +2 hours Module 1C:Rent and real estate management for 1C:ERP 70 000 +4 hours 1C:Rent and property management, client license for 1 workplace 6 300 - 1C:Rent and property management, client license for 1 workstation (USB) 7 250 - 1C:Rental and real estate management, client license for 5 workstations 21 600 +1 hour 1C:Rental and real estate management, client license for 5 workstations (USB) 24 840 +1 hour 1C:Rental and real estate management, client license for 10 workstations 41 400 +2 hours 1C:Rental and real estate management, client license for 10 workstations (USB) 47 610 +2 hours 1C:Rental and real estate management, client license for 20 workstations 68 400 +4 hours 1C:Rent and property management, client license for 20 workstations (USB) 78 660 +4 hours 1C:Rental and real estate management, client license for 50 workstations 144 000 +10 hours 1C:Renting and real estate management, client license for 50 workstations (USB) 165 600 +10 hours 1C:Rental and real estate management, client license for 100 workstations 216 000 +20 hours 1C:Rent and property management, client license for 100 workstations (USB) 248 400 +20 hours 1C:Rent and real estate management for 1C:ERP. Client license for 1 workstation 9 500 - 1C:Rent and real estate management for 1C:ERP. Client license for 5 workstations 32 400 +2 hours 1C:Rent and real estate management for 1C:ERP. Client license for 10 workstations 62 100 +4 hours 1C:Rent and real estate management for 1C:ERP. Client license for 20 workstations 117 000 +8 hours 1C:Rent and real estate management for 1C:ERP. Client license for 50 workstations 280 800 +20 hours 1C:Rent and real estate management for 1C:ERP. Client license for 100 workstations 540 000 +30 hours   It might be useful to read: How to get on an excursion to Antarctica?; Czech Republic Troy Castle. Troja Castle in Prague. Ancient winery and museum; Böcklin and his “island of the dead” A cultural phenomenon of its time; Air tickets to Crimea Air tickets to Crimea will become cheaper; What you can and cannot take with you; Open left menu Heviz How to get from Budapest to Lake Heviz; Cable car in Nha Trang (Vinpearl) The longest cable car in the world Vietnam; Kamenets-Podolsk fortress - a historical monument of Ukraine Life outside the walls of the Kamenets-Podolsk fortress;