Recurring Charges – Landlords and Contractors

Adding recurring transactions can be made against the

• tenancy
• owner
• contractor

For a Property Owner

Step 1: Go to the property/unit/ > Recurring charges

Step 2: Select Property Owner and then use the drop down to select which type of charge you want

Step 3: Select the 'Starting on' date, which is when the invoice will be raised and the transaction will generated on the statement. Then select the frequency at which it will be generated from the drop down titled 'Repeating'. The section 'For the period, To' will indicate the period of time that this charge is related to. Ending will activate an end date for this charge.

Step 4: Alternatively, you can select 'At Remittance', which will generate it when you process a PO remittance in financials > Property Owner remittance

Step 5: Then select the transaction type, add a description and an amount.

Step 6: Click save recurring charge

For a Contractor

Step 1: Go to the property/unit/tenancy > Recurring charges

Step 2: Select Contractor and then use the drop down to choose which contractor it is related to

Step 3: Select the way the charge is calculated. Select the 'Starting on' date, which is when the invoice will be raised and the transaction will generated on the statement. Then select the frequency at which it will be generated from the drop-down titled 'Repeating'. The section 'For the period, To' will indicate the period of time that this charge is related to. Ending will activate an end date for this charge

Step 4: Then select the transaction type, add a description and an amount.

Step 5: Click save recurring charge.