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How can I distribute a charge across my Residents (Charge Distribution)? (RUBS)


The video is at the bottom of the page.

Instruction

Allows you enter a charge and distribute it across your residents (by occupancy count and/ or by unit square footage.)

1.  Accounting > Charge Distribution

New Charge Distribution (Submenu)

2.  Enter the Property

3.  You can choose a specific building (s)

4.  Enter the desired date of the charge

5.  Assign it a name (example: December Utility Billings)

6.  Under Charges to Allocate: Enter Vendor, Transaction Category, Amount, Dates, and Formula)

a. You can enter as many charges as desired

7.  If desired, enter a Flat Fee Transaction Category & Amount

a.  This amount will be charged to every unit

8.  Click NEXT

CD.JPG 

9.  Once Preview appears, you can use the red X to remove to any charges

10.  Click POST

 

11. When the final screen appears, choose Click to Download for the report.

 

NOTE:  Residents who move in during the month, will have their Charge Distribution prorated.

NOTE: To change who is considered an "Occupant", go to Admin > Settings > Residents.


NEED MORE HELP? WATCH THIS VIDEO


Video too small? Click the Full Screen link on the lower right of the video!

 

Permissions and Settings

To distribute a charge across residents you need permission. To check permissions, go to Admin > User >  (Select User) > Change Permissions > Charge Distribution > Post.

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