This page will explains how to setup and activate charges (ex: RENT) that repeat. The frequency and amount of the charge are setup in the Recurring Charges Maintenance. The Activate Recurring Charges function creates a billing batch from the recurring charges. The user may then edit, print and post the charges.
1) Tenant Recurring Charges Maintenance
Tenant Recurring Charges Maintenance
This function allows the user to pre-define charges for tenants. The charges
may be a one time future charge or a repeating charge (such as rent). No
limit to the number of charges that may be recurring.
Steps to setup a recurring charge for a tenant.
3) To add a charge for this tenant click the "Add New Charge Code" icon to
the left of the grid ( or press the "Insert" key in the grid). To modify a
charge, double click the charge in the grid. To delete a charge click the
"Remove Charge" icon or highlight the charge and press the "Delete" key.
4) When adding or modifying a recurring charge the "Recurring Charge
Maintenance" screen will display. Enter the charge code. The charge codes
must exist in the Charge Code Maintenance screen.
5) The "Calculation" tab allows setup of the "Recurring Period", "Charge
Date" and "Charge Amount". The "Charge Date" and "Charge Amount" are the
date and amount to be charged the next time Activate is run. The Activate
will look at the "Charge" date to determine if this charge is to be billed.
After the recurring charge batch is posted, the "Next Date" is moved to the
"Charge Date" and the Next Date is recalculated according to the recurring
period. The Next Amount is moved to the Charge Amount.
Activate
The Activate process allows to the user to create repeat charges for
specific property, building and/or unit. Leave these fields blank to include
all properties, buildings and units. Change the date range to include the
charges to activate. Usually this will be the next month.
Steps to activate recurring charges.
2) Enter the Charge Date range for the charges to activate.
3) The "Invoice Entry Description" is the description added to the invoice.
(Ex: April Rent).
4) The "Charge Description Prefix" is the description added to the beginning
of the charge description. If the charge description is "Rent" and you enter
"April" in this field, the charge code description will be "April Rent".
5) Click "Process" to generate a billing batch populated with recurring
charges within the criteria selected.
Note: Thank you for selecting the PROPERTY MANAGER. If we can be of
assistance, please contact us at 719-395-4171 or
1) Tenant Recurring Charges -> From the Property Manager menu, select
"Maintenance" and then "Tenant Recurring Charges" to open the Tenant
Recurring Charge maintenance screen.
2) Select the Tenant. Type in the Tenant code or use F6 (Finder)
to select the correct tenant.
5) Save the Recurring Charges by pressing F8 (Save record).
1) Activate Recurring Charges -> From the Property Manager menu, select
"Billing Processing" and then "Activate Recurring Charges" to open the screen.
a) You can edit the recurring batch after activation.
b) The recurring charges are updated after posting of the recurring batch.
If the un-posted billing batch is deleted, recurring charges may be
re-activated for the same period.
Thank You for
selecting the PROPERTY MANAGER.