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(50)Using Storman
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STORMAN INSTALLATION CHECKLIST
Before installing Storman, please ensure you have gone through the
checklist below:
* Step 1: Verify that your PC hardware is capable of running
Storman.
[https://support.storman.com/support/index.php?/Knowledgebase/Article...
WHAT IS STORMAN REPORTING?
Storman Reporting is a free add-on that is offered if you are syncing
to a hosted Storman Central or Storman Hub.
This web portal, allows you to login with your _EVERYDAY _Storman
username, password and 5-digit sitecode. To access...
STORMAN PAYMENTS
OVERVIEW
Storman Payments is an "add-on" to Storman that can provide that
allows your customers to make payments online 24/7 from any computer
or mobile device.
HOW DOES IT WORK?
Storman Payments works by integrating into your website v...
STORMAN MOVE-INS
OVERVIEW
Storman Move-Ins is an "add-on" to Storman that allows your customers
to rent units online 24/7 from any computer or mobile device.
HOW DOES IT WORK?
Storman Move-Ins works by integrating into your website via link such
as "Ren...
new article coming soon..
This report is accessed via Reports, then Unit. You specify a start
and end date for this report and it will show you, day by day, the
move ins and move outs that have occurred during that period.
Each Unit that has been moved into or out of is listed, along...
Contents
* Key points to be noted
* Difference between combined and separate
* Adding charges to be invoiced
* Printing or emailing an invoice
* Multiple invoices
* Reprinting an invoice
-------------------------
KEY POINTS TO BE NOTED
* Char...
veresion
AUTOMATIC UPDATES
Storman can now download and install the latest version, to get fixes
and improvements to you faster!
Storman will now check for, download and install updates overnight.
-------------------------
ACCOUNTING
Storman can now exp...
STORMAN V9.3.3
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
OTHER
* Th...
STORMAN V9.3.15
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
DEPRECATED F...
STORMAN V9.3.14
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
ACCESS CONTR...
STORMAN V9.3.13
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
ACCESS CONTR...
STORMAN V9.3.12
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
OTHER
* W...
AUTOMATIC UPDATES
Storman can now download and install the latest version, to get fixes
and improvements to you faster!
-------------------------
STORMAN REPORTING: REFRESHED AND RE-RELEASED!
We have been working behind the scenes to refresh and release ...
STORMAN V9.3.10
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
ENHANCED CRE...
STORMAN V9.3.8
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
SURCHARGING I...
STORMAN V9.3.6
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
ACCESS CONTRO...
STORMAN V9.3.4
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
API
* A ne...
STORMAN V9.3.2
Please find below, our Release Notes for this version. Should you have
any questions or comments about this release, please get in touch
[http://www.storman.com/contact/?src=mysm] with your nearest StorMan
office.
RELEASE NOTES
AUTOMATED PAY...
STORMAN V8 RELEASE INFORMATION
Every year or so, we release a major new software update which
literally contains hundreds of new features & bug fixes. This year,
our flagship version 8 release is no different - with each and every
screen recoloured & redesign...
Version: Storman v10.90.6
Released: 26 June 2019
GENERAL STORMAN
* We have fixed an issue where cash sales created at Storman Central
could be given the same cash sales number as a previous sale made at a
Storman One site.
Version: Storman v10.90.3
Released: 27 May 2019
GENERAL STORMAN
* We've fixed an issue where processing a single cash sale, using a
credit card could not always process correctly.
Version: Storman v10.90.1
Released: 7 May 2019
GENERAL STORMAN
* For Ezidebit users, when processing a one off credit card we have
removed the "Do you want to process via batch or real time" question.
This should and always will process real time.
* We ha...
Version: Storman v10.90.0
Released: 10 April 2019
GENERAL STORMAN
* We have fixed an issue where the last daily processing date, would
move forward even if daily processing had been cancelled.
* For users with the separate invoice system, we have added th...
Version: Storman v10.89.9
Released: 18 February 2019
GENERAL STORMAN
* We have fixed an issue where Storman Client and Storman Server
could be very slow to start up, just before the login screen. This is
now nice and fast again!
* If left open and running...
Version: Storman v10.89.5
Released: 30 November 2018
GENERAL STORMAN
* We have fixed an issue where the credit transaction for a rental
promotions would be added with the wrong analysis code.
* Storman Central / Head Offices will now check against our
l...
Version: Storman v10.89.4
Released: 23 November 2018
EZIDEBIT
* For Ezidebit users, we have fixed an issue where a processed
Ezidebit payment could show on the banking report a day earlier than
they should.
* Single BPAY payments will no longer show o...
Version: Storman v10.89.3
Released: 2 November 2018
AGREEMENTS
* If an agreement has been billed into the future, we have added an
alert notifying users to undo the last charges before being able to
add, remove, or transfer any units for the agreement.
...
Version: Storman v10.89.1
Released: 11 October 2018
STORMAN AND RECKON
* In this version we have resolved an issue where using the Receipts
& Taxes option, to export from Storman, would not recognise refunds.
ACCESSEZY
* For users with Storman and Acc...
Version: Storman v10.0.88
Released: 02 August 2018
DAILY PROCESSING
* For users with Storman Server and Storman Client, to ensure daily
processing does not get interrupted all other users will be blocked
from accessing Storman until daily has finished.
EZ...
Version: Storman v10.0.87 to v10.89.1
Released: 11 October 2018
STORMAN AND RECKON
* In this version we have resolved an issue where using the Receipts
& Taxes option, to export from Storman, would not recognise refunds.
DAILY PROCESSING
* For users wi...
Version: Storman v10.0.87
Hotfix: 12
Released: 30 October 2018
ADVAM
* We have made some adjustments to the way we record and log
communication to and from Advam, for credit card processing.
AGREEMENTS
* For certain users, we have made adjustments to ...
Version: Storman v10.89.6
Released: 6 December 2018
DAILY PROCESSING
* For BPoint users, we have fixed an issue where autopays processed
during daily would not 'lock' the receipt, allowing it to be later
modified.
* For users with Storman Server and Sto...
Version: Storman v10.0.88 hotfix 1
Released: 18 September 2018
DAILY PROCESSING
* For BPoint users, we have fixed an issue where autopays processed
during daily would not 'lock' the receipt, allowing it to be later
modified.
* For users with Storman Serv...
Version: Storman v10.0.84
Released: 22 May 2018
Key Changes
MULTISITE REPORTING
* For users using Storman Central and Storman Reporting, you will now
be able to take advantage of 3 of our new multi-site reports in
Storman (online) Reporting. These are:
...
This article explains the changes in our _CUSTOMERS _menus, from
Storman v10.0.81
-------------------------
Customers Menu
Below is a before and after screen shot of the File menu.
The following changes have been made to the Customer menu:
MENU ITEM
ACTI...
IMPORTANT INFORMATION
Please read this document to get an understanding of the changes that
are in version 10.0.81 and the effects on you.
-------------------------
IMPACT STATEMENT
Storman v10.0.81 is a major release and as such, has a number of
impacts t...
Version: Storman v10.0.81
Released: 15 February 2018
-------------------------
DAILY PROCESSING
* When un-ticking the option to send a notice to a customer during
daily processing, we have removed the alert that will warn you that
the customer will not r...
Version: Storman v10.0.80
Released: 23 January 2018
Key Changes
KEY STATISTICS AND ACTIVITY
* We have made some changes to the way Key stats calculations and
activity data is working to align it more closely between the site and
Head office data.
----...
Version: Storman v10.0.87
Released: 6 June 2018
-------------------------
STORMAN UNIT CHECK
* For users syncing to a Storman Hub or hosted Storman Central, you
will now be able to take advantage of our Storman Unit Check app! This
is an extension of Sto...
Version: Storman v10.0.84
Released: 20 April 2018
-------------------------
STORMAN UNIT CHECK
* For users syncing to a Storman Hub or hosted Storman Central, you
will now be able to take advantage of our Storman Unit Check app! This
is an extension of ...
Version: Storman v10.0.79
Released: 6 December 2017
Key Changes
MENU CHANGES
* We have made changes to the menus in Storman, _(FILE, CUSTOMERS,
ACCOUNTING AND MAINTENANCE)_ to hopefully make it easier to use and
understand. Please review this article ...
Version: Storman v10.0.76
Released: 8 November 2017
-------------------------
STORMAN HUB AND ONLINE REPORTING
* An issue that could cause the MoveIns and MoveOuts graph to show
the same numbers in Storman (online) Reporting has been fixed.
* We have...
Version: Storman v10.0.81
Released: 15 February 2018
Key Changes
KEY STATISTICS AND ACTIVITY
* We have made some changes to the way Key stats calculations and
activity data is working to align it more closely between the site and
Head office data.
UNKN...
Version: Storman v10.0.73
Released: 16 October 2017
-------------------------
REPORTS
* We have fixed an issue where rent figures on the key stats report
could be calculated incorrectly from BPAY, web and daily autopay (CC
or DD) payments.
* We have ...
Version: Storman v10.0.70
Released: 20 September 2017
-------------------------
DAILY PROCESSING
* We have adjusted the autopay retry to trigger on the next daily
processing, regardless on whether there are normal autopay customers
due to process.
* W...
Version: Storman v10.0.62
Released: 17 July 2017
-------------------------
GENERAL STORMAN
* For some users it is now possible to change the ODBC/web service
password in system setup. If you are unable and require your ODBC
password to be changed, plea...
Version: Storman v10.0.61
Released: 12 July 2017
-------------------------
DAILY PROCESSING
* We have introduced the ability for Storman to automatically retry
failed autopay credit cards, on the next daily processing. Storman
will continue to try these...
Version: Storman v10.0.59
Released: 06 July 2017
-------------------------
DAILY PROCESSING
* During Daily Processing, when a storer is un-selected to receive
their notice. We have added an alert message warning that this may
result in storers not being...
Version: Storman v10.0.81
Released: 15 February 2018
Key Changes
KEY STATISTICS AND ACTIVITY
* We have made some changes to the way Key stats calculations and
activity data is working to align it more closely between the site and
Head office data.
UNKN...
Version: Storman v10.0.55
Released: 21 April 2017
-------------------------
STORMAN AND STORMAN (ONLINE) REPORTING
* The following key stats categories are now retrieved from Storman
One and displayed on the Storman Reporting dashboards:
* Merchandis...
Version: Storman v10.0.54
Released: 05 May 2017
-------------------------
CREDIT CARD ENCRYPTION
* We have added a progress box for bulk credit card encryption, so
users know how long it will take and when it has completed.
GENERAL STORMAN
* There i...
Version: Storman v10.0.45
Released: 21 April 2017
-------------------------
STORMAN DEMO
* The invoice header for the Storman Demo datafile has been rebuilt,
and now fits nicely and is not distorted when printing.
AUTOMATIC UPDATES
* Storman will ale...
Version: Storman v10.0.40
Released: 31 March 2017
-------------------------
EMAILS FROM STORMAN
We have resolved an issue with the way Storman creates emails. This
could cause emails being sent from Storman to fail and/or bounce back
instead of being sent ...
Version: Storman v10.0.38 / Storman v10.0.39
Released: 16 March 2017
-------------------------
STORMAN REPORTING DASHBOARD!
* For Storman users using Storman (online) Reporting, we have added a
dashboard to the online reporting portal. This dashboard will ...
Version: Storman v10.0.37
Released: 2 March 2017
-------------------------
DAILY PROCESSING
* We have made some changes to the way notice plans are loaded and
how autopay is triggered during daily processing. This should result
in daily processing being a...
Version: Storman v10.0.36
Released: 22 February 2017
-------------------------
AGREEMENTS AND MOVEOUTS
* Moveout prorata credits and charges are now calculated correctly
for Agreements with multiple units, and on multi-month billing plans.
DAILY PROCES...
Version: Storman v10.0.34
Released: 10 February 2017
-------------------------
USERS AND PERMISSIONS
* There is now a permission for being able to change the backup
location for Storman in system setup.
* The user 'Manager' has been removed
DAILY PROC...
Version: Storman v10.0.26
Released: 1 December 2016
-------------------------
CREDIT CARD ENCRYPTION
* We have introduced an encryption method for storing Credit Cards
within Storman. This applies to users that use both a tokenized and
non tokenized payme...
Version: Storman v10.0.23
Released: 8 November 2016
-------------------------
STORMAN DEMO
* Our famous Storman Demo datafile has had a recent refresh!
* The demo now includes logos on the email, letter notice plans as
well as invoice headers and footer...
AGREEMENTS AND MOVEOUTS
* We have resolved an issue where credits or charges are calculated
incorrectly for Agreements with multiple units, and on multi-month
billing plans.
USERS AND PERMISSIONS
* There is now a permission for being able to change t...
Version: Storman v10.0.20
Released: 13 October 2016
-------------------------
GENERAL
* We have resolved an issue where Storman would not be able to
contact our licencing server, resulting in incorrect lock outs and
software expiry. We apologize for anyon...
Version: Storman v10.0.19
Released: 5 October 2016
-------------------------
GENERAL
* After upgrading to a new Version, users will be directed to this
new release notes section in our new knowledge base.
* We have updated the www.storman.com links whe...
Version: Storman v10.0.17
Released: 16 September 2016
-------------------------
STORMAN EXPORT TO XERO
* Storman can now export the following, to be uploaded into Xero
Online.
* Invoices (Sales)
* Statements
* Chart of Accounts
* Please click here...
IMPORTANT INFORMATION
Please read this document to get an understanding of the changes that
are in version 10 and the effects on you: How to prepare to install
Storman v10
[http://my.storman.com/support/releases/stormanv10-highlights-impact.pdf]
IMPORTANT:I...
IMPORTANT INFORMATION
Please read this document to get an understanding of the changes that
are in version 10 and the effects on you: How to prepare to install
Storman v10
[http://my.storman.com/support/releases/stormanv10-highlights-impact.pdf]
IMPORTANT: ...
IMPORTANT INFORMATION
Please read this document to get an understanding of the changes that
are in version 10 and the effects on you: How to prepare to install
Storman v10
[http://my.storman.com/support/releases/stormanv10-highlights-impact.pdf]
IMPORTANT: ...
IMPORTANT INFORMATION
Please read this document to get an understanding of the changes that
are in version 10 and the effects on you: How to prepare to install
Storman v10
[http://my.storman.com/support/releases/stormanv10-highlights-impact.pdf]
IMPORTANT: ...
IMPORTANT INFORMATION
Please read this document to get an understanding of the changes that
are in version 10 and the effects on you:
How to prepare to install Storman v10
[https://ftp.storman.com/Releasenotes/stormanv10impact.pdf]
-------------------------...
Version: Storman Unit Check v1.1
Released: 04 December 2017
COMING SOON...
-------------------------
Version: Storman Unit Check v1.0
Released: 04 December 2017
COMING SOON...
-------------------------
Version: Storman Reporting v1.9
Released: 23 March 2018
STORMAN UNIT CHECK!
* The Storman Unit Check is now available for anyone syncing to a
Storman Central or Storman Hub and using Storman One v10.0.83 or
higher
* We have fixed a spelling mistake on th...
Version: Storman Reporting v1.8
Released: 1 March 2018
STORMAN REPORTING
* We have spent the Christmas break enhancing the look and feel of
Storman Reporting.
* All reports now have a description, explaining what the report is
or why you would want to r...
Version: Storman Reporting v1.5
Released: 30 November 2017
STORMAN REPORTING
* When logging into Storman Reporting on an iPad, the Storman logo
now resizes nicely.
* We have fixed an issue where the menu button would not work on a
mobile device.
* We...
Version: Storman Reporting 1.3
Released: 13 September 2017
-------------------------
DASHBOARD / KPIS
* The Debt KPI has been changed to use the percentage of rent that
is greater than 31 days owing.
* The occupancy KPI is now based on area rented, ins...
Version: Storman Reporting 1.0
Released: 12 April 2017
-------------------------
DASHBOARDS
* We have added a new dashboard page that will give you a quick
indication of how your facility is performing using the below 6
graphs:
* The number of new Mov...
Version: Storman Reporting 0.9
Released: 13 September 2017
-------------------------
REPORTS
* For the Graph of Occupancy report, we have removed the second
graph that is displayed. While we work to improve this.
* The Income Charged Report has been te...
Version: Storman Reporting 0.8
Released: 21 September 2016
-------------------------
REPORTS
* An issue with Storman Reporting exporting reports to Microsoft
Excel, if using Google Chrome has been resolved.
Version: Storman Reporting 0.7
Released: 26 August 2016
-------------------------
STORMAN REPORTING REFRESHED AND RELEASED!
* We have been working behind the scenes to refresh and release our
new Storman Online Reporting tool.
* A fresh new look and...
The following dashboards are available to access and view from our
Reporting portal, this data is retrieved in real-time from your
Storman.
ACTIVE / OVERDUE AGREEMENTS
This chart shows the number of active agreements in Storman, that are
either pai...
LAST UPDATED: 3 OCTOBER 2016
STORMAN PAYMENTS
* The _'thank you for your payment'_ email that is sent to a
customer after making an online payment will now send the appropriate
currency symbol, based on the country settings.
-------------------------
This guide is intended for WEB DEVELOPERS/DESIGNERS that are involved
in implementing Storman Payments.
Please refer to How to Integration Storman payments with your website
[https://support.storman.com/support/index.php?/Knowledgebase/Article/View/147/35/ho...
Version: Storman v10.0.88 hotfix 1
Released: 18 September 2018
DAILY PROCESSING
* For BPoint users, we have fixed an issue where autopays processed
during daily would not 'lock' the receipt, allowing it to be later
modified.
REPORTS
* We have fixed an ...
Version: Storman MoveIns and Reservations v1.12
Released: 20 January 2019
STORMAN RESERVATIONS
* We have removed the _EMAIL CHECKER_ screen, that appears after the
_UNIT SELECTION_ and before the _ENTER YOUR DETAILS_ screen. This
should hopefully make the...
This guide is intended for WEB DEVELOPERS/DESIGNERS that are involved
in implementing Storman Moveins.
Please refer to How to integrate with Storman Move-in's
[https://support.storman.com/support/index.php?/Knowledgebase/Article/View/160/36/how-to-integrate-...
IMPACT STATEMENT
Storman v10 is a major release and as such, has a number of impacts
that need to be considered:
* In Version 10, we no longer support merchants that do not
“tokenise” their credit cards. Tokenizing is a secure way of
processing your custo...
Stormans integration with MailChimp automatically subscribes storers
that have been moved out to a MailChimp mailing list of your
choice. This can be useful for move out surveys or questionnaires
to get a better understanding of your storer or customers exper...
WHY WOULD I WANT TO SETUP SMS AND / OR EMAIL FOR ALARM EVENTS?
By setting up an SMS and / or email alert for any alarm events, you
can be notified via a TXT to your mobile phone or via email to your
inbox, whenever a Unit alarm is triggered at your business. ...
Integration with Genie can be accomplished by completing the following
steps. It is vital that this is set up correctly as you can set and
forget these steps. During the below process you will be setting up
Genie integration with Storman.
Overview of steps: ...
Notices - Tab 3: Notice Charges
> _ _ Minimum charge allows you to enter an amount to charge with
> this notice
> FOR EXAMPLE: If you wish to charge a $20 late fee with this notice,
> enter $20 here.
> NOTE: If any of your Customers have a Custom late fee amt...
"Operational Management":
- Allow Access
- Rent in Advance
- SMS Delivery
"Sales and Marketing"
-
ARTICLE APPROVERS
The list of approvers is based on category ownership. The owner of a
category needs to approve all content in that area.
CATEGORY
APPROVER
Storman Policies
Duncan
Installing and Managing Storman
Denis
Configuring St...
WHAT ARE INCREMENTAL BACKUPS?
Incremental Backups in Storman, are a way to backup only the data that
has changed. Since your last full backup.
This is especially useful for reducing the amount of time it takes for
Storman to backup. As well as reducing intern...
There are 3 things to note:
1) A payment taken for another site will show on the banking report of
the site that took the payment. It will not show on any customer
record or customer balances report.
2) The payment will not show on the banking report of the...
INTEGRATING STORMAN PAYMENTS CAN BE DONE BY FOLLOWING THESE STEPS
BELOW:
* Step 1: Prerequisites for integrating with Storman Payments
* Step 2: How do you want Storman Payments to "Look and Feel" ?
* Step 3: Get in contact with us!
* Step 4: Setting...
INTEGRATING STORMAN MOVE-INS CAN BE DONE BY FOLLOWING THESE STEPS
BELOW:
* Step 1: Prerequisites for integrating with Storman Move-ins
* Step 2: How do you want Storman Move-ins to "Look and Feel" ?
* Step 3: Get in contact with us!
* Step 4: Setting...
On the Agreement table there are 4 fields which attempt to split the
agreement balance by income stream.
These are:
TotRentUnpaid = Total unpaid rent
TotLateUnpaid = Total unpaid late fees
TotInsUnpaid = Total unpaid insurance
TotOthrUnpaid = Total "Other" un...
INTRODUCTION
Stormans integration with MailChimp automatically subscribes storers
that have been moved out to a MailChimp mailing list of your
choice. This can be useful for move out surveys or questionnaires
to get a better understanding of your storer or ...
Here is an explanation of what MailChimp is and how you can integrate
your MailChimp account with Storman.
For more information on how or why you would want to integrate and
start using MailChimp for your marketing and customer surveys, please
read this arti...
REQUIREMENTS: Storman v10.0.77 or higher and access to Storman
(online) Reporting.
This article explains how to extract a list of your customers data to
upload into a Google map. Using an online free map maker called
EasyMapMaker
CONTENTS
Step 1 - Login to S...
CONFIGURING YOUR STORMAN CAN BE DONE BY FOLLOWING THESE STEPS BELOW:
* Step 1: Configuing Storman for Web Access
* Step 2: Testing the connection
* Step 3: Communicate to Storman
* Step 4: Send and Receive Information
* API Documentation and Cont...
STORMAN BUG FIX POLICY
SUMMARY
* Storman Support will help with workarounds and bug reporting.
* Critical bugs will generally be fixed in the next maintenance
release.
* Non critical bugs will be scheduled according to a variety of
considerations.
RAI...
WHAT IS BATCH PROCESSING?
An automated process in Storman Cloud that performs the regular
billing of rent and other recurring charges. It includes the sending
out of invoices, letters, emails and SMS and the applying of late fees
to customer’s accounts. This...
Please fill out the form below..
UNDERSTANDING THE AGREEMENT SCREENS (TAB 4)
* For information about the core window elements, which details the
first tab.
* Other window elements:
Print Form will allow you to quickly & easily print any notice from
Notice Plan number 9. If you have more...
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