Who is this guide for?
For the building manager who wants to ask residents for a new amount, such as a monthly maintenance fee.
Before you begin
- Create the fund into which the amount will go.
- Make sure that the apartments are linked to their owners or tenants.
Steps
- From the sidebar, choose Finance then Charges.
- Click Add charge.
- Fill in the basic data:
- Accrual Type (required): Example Fixed Accrual.
- Date: Due date, example 1/11.
- Statement (required): Example “November Maintenance”.
- Financial Fund (required): Example of a maintenance fund.
- Due Amount for fixed type (Example 20), or Unit Price for meter and usage types.
- Click Select Residents. In the Search or filter by Adjective (Owner / Renter), press Select All or select the desired apartments, then Done.
- See associated residents cards: The amount is filled in automatically, and you can edit a resident with the Edit button or delete it. Review the summary of Specific and Required.
- Enable Send notification of this charge after saving if you want to alert residents.
- Click Save charge and do not close the window while saving.
Result
The message charge has been successfully added and distributed to the selected residents appears and his card appears as Unpaid.
Important notes
- The charge type cannot be changed after it is created.
- Delete charge is only available if no payment has been registered for it.
- To repeat the accrual each month use Automatic Accrual Generation.
Who is this guide for?
For the building manager who wants to create a new claim on residents from mobile.
Before you begin
- There must be a financial fund, and residents attached to the apartments.
Steps
- Click on the Charges then Add charge.
- Select charge Type, static example.
- Choose Financial Fund, for example Maintenance Fund.
- Enter Amount (Example 20) for Fixed Type, or Unit Price for Meter and Usage Types.
- Choose Due Date.
- Type invoice statement (required), example “November Maintenance”.
- In the Residents section click Select All or select apartments one by one. The amount for each resident is filled in automatically and you can modify it. To change the requested person in the apartment (owner or tenant), click the switch icon next to the apartment.
- Click Add.
Result
The charge appears in the list with the status Pending, and you can track who has paid from its details screen.
Important notes
- The message Select at least one resident means that you have not selected any resident.
- Later under charge Details ← Actions you can Edit the charge, Add a Beneficiary or Delete the charge (deletion is prohibited if amounts have been collected from it).
- The option to send notification to residents when saving is available in the web panel.