Generating charges automatically

Who is this guide for?

For a building manager who doesn't want to manually create the same charge every month, such as a monthly maintenance fee or tenant rent.

Before you begin

• Prepare the fund into which the amounts will be entered.

Steps

1. From Finance ← Charges Click Automatic Accruals Generation at the top of the page.
2. Rent for Tenants — in the Building Settings:
   • Activate Activate automatic generation for this building.
   • Determine monthly payments: Create due 1 day early, Example 2, and Payments longer than a month, Example 30.
   • Select Accrual Type and Fund for each currency, then Save Settings.
3. Periodic fees for all apartments — in the General rules at the building level section fill in:
   • Rule Title: Example “Monthly Maintenance Fee”.
   • Day of the month: Example 1, and The day before the date: Example 3.
   • charge Type, Fund and Amount Per Apartment: Example 20.
   • Applies to: Owners only or Current occupant (owner or tenant).
   • Exclude vacant apartments if desired, and Scope of application: All apartments in the building or Specific apartments/floors.
   Then click Add Rule.
4. Adjust due reminder settings and SMS format on the same page and save each section.

Result

The system checks daily and creates the charge a few days in advance, and it appears in the list with an automatic source. Example: Rule 1 day and 3 days before ← The December due appears on November 28.

Important notes

• The same month is not generated for the same contract even if you change the settings.
• If Overlap Alert appears, some apartments are covered by another rule for the same type, and may be claimed twice.
• You can disable a rule or delete it from the rules table.

Who is this guide for?

For the building manager who wants the system to create recurring charges himself.

Steps

1. Click More then Automatic Accrual Generation.
2. Generate Rent for Tenants: Enable Enable Automatic Generation, and set Monthly Payments: Create due 1 day early (Example 2) and Payments longer than a month (Example 30), choose Accrual Type and Fund then Save.
3. General building-level rules: Click Add rule and fill in:
   • Rule Title: “Monthly Maintenance Fee.”
   • Day of the month: 1, and Create the due number of days early: 3.
   • Type, Fund and Amount per Apartment: 20.
   • Who it applies to: Owners Only or Current Occupant, Excluding Vacant Apartments, and All Apartments in the Building or Specific Apartments/Floors.
   Then save.
4. Adjust due reminder settings on the same screen.

Result

The rule appears in the list and you can enable, disable, or delete it. charges are created automatically and appear in the Charges.

Important notes

• The message Choose the charge type and the fund before activating the generation appears if you activate it without selecting them.
• Overlap alert: Apartments covered by another rule of the same type; Click Save However only if you are sure.
• The format of SMS reminders is set from the web panel.