PTMS

PTMS Integration

The attachment provides layout file examples for the PTMS (Property Tax Management System) Export and Import files.  


During export, all assets that fit the user-selected parameters will be exported into the file layout 
outlined above.   When the quantity on an asset is greater than one, the asset is broken out into that 
many records during the export process. The file will be generated and can then be opened through the 
grid within the Tasks> Property Tax Management screen. 

During import, the following fields are validated to ensure the charges are associated to the correct 
asset:
  1. Asset User Text 3
  2. Asset #
  3. Lease Number
If the record passes validations, a scheduled billable is generated for each the Adjusted Tax Amount, and 
the Administrative Fee (if checkbox is set to True during import).

The Scheduled Billable will be associated to the Asset on the record (notice the Asset tab in Appendix APX-J), and will follow the user input parameters to build out the scheduled billable record. 


    • Related Articles

    • PTMS Webinar - Video

      See the linked video for complete webinar. The linked 20 minute video presentation was given by Van Wren in Oct 2020. In it, he explains what Property Tax is and how the PTMS Integration helps manage property tax. He explains how PTMS is setup in ...

    • PTMS Processing Video

      See the attached documents and linked video for complete understanding. The linked video covers the import/export procedure for processing PTMS in ASPIRE. The attached documents provide a PPT deck for review and a document that provides file layout ...

    • DocuSign Integration Video Webinar

      Please see the attachments for detailed information, recording available from within the Vimeo weblink Click HERE for the DocuSign Integration Webinar Video One Attachment available + a link for the Recorded Training: 1. The Questions and Answers ...

    • Assurant Insurance Integration

      See the attached document for complete details. Overview The Assurant Integration affords ASPIRE users the ability to export contract data to Assurant where the insurance coverage is confirmed or a premium is calculated. Assurant then provides an ...

    • DocuSign Integration User Guide

      Please see Attachments to download the guide. This article is the holding place for the most recent version of the ASPIRE v5 - DocuSign User Guide. Throughout the Knowledge Base there are also individual articles on relevant topics related to this ...