The Toolbox is a set of functions that can help you update, analyze, troubleshoot, reconfigure, and repair your data.
To access the Toolbox
Go to Admin > Toolbox.
Many of the functions are described below.
Rebuild Section
Rebuild Account Tree | Account Trees are used to generate financial reports. Use this function if the financial reports are not showing all the accounts that you expect. |
Rebuild Budget | Use this function if you edit a property budget but the changes do not appear on the Budget Comparison report. |
Rebuild CHECKscan Batches | Changes the status of a batch from Scanning in Progress or Ready to Post to Attention Required. With this status, users can open the batch and edit it. |
Rebuild GL | Use this function if you created prior-period transactions and then notice problems with the financial reports. |
Rebuild Property List | If you have removed properties from the .active property list and want to rebuild it, use this function. Note: By default, the .active property list includes all active properties. |
Bulk Actions Section
Copy Late Fee Set-Up | When you change the late fee setup at the property level, the changes are not automatically passed on to the existing owners. This function will copy the changes down to existing owners. |
Inactivate Properties | Can be used after conversion, if there are legacy properties in the database. (Legacy properties = properties that are not active and whose data is not relevant.) |
Update/Delete Section
Delete Objects | Removes properties, units, vendors (and so on) from the database. |
Delete Transactions | Removes transactions from the database. |
Update Transaction Date | Charges the Post Month and Date of saved transactions |
Unpost Batch Journals | If you need to edit or delete a journal entry that is part of a posted batch, you can "unpost" the batch, making the journal entries editable. |
Bank Tools Section
Link Bank and Property | Can be used to edit the bank setup for a number of properties at once. |
Merge Bank Deposits | If you created multiple deposit records in Breeze that were treated as a single deposit by the bank, you can merge the Breeze records, so that your deposits correspond to bank deposits and are easier to reconcile. |
Un-Reconcile Bank | Undoes a bank reconciliation, so that you can modify it. |
Configuration Section
Custom Lists | You can edit a number of selection lists, for example, Contact Types, Owner Fields, Violation Categories, Violation Statuses, Property Fields, and Phone Number fields. |
Custom Tables | You can add custom tables to the database, to store additional information regarding properties, tenants, units, and so on. |
Exclude Owner from Open AR | Can be used after conversion, if there are legacy owners with open charges. (Legacy owners = inactive owners whose charges are no longer relevant.) |