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Adding a One Time Charge
Adding a One Time Charge
Karyn Millar avatar
Written by Karyn Millar
Updated over a week ago

One time charges can be added from the resident's financial page once they have been set up in Accounting. Charges can be added for a unit that the resident is leasing or owns or to the administrative property. Charge types that have approval limits will need to be approved before the invoice will appear for the resident's financial page.

To add a charge

  1. Locate the resident in the Tenant or Owner table and go to their Financials page

  2. Click on + Add Charge below the balance owing

  3. Select the unit the charge is for or select the administrative property name if the charge shouldn't appear on the property's financial statements

  4. Select the charge type

  5. Adjust the amount if needed

  6. Enter the date the charge is for

  7. Select apply GST/HST if it should be recorded in a separate account for remittance (commercial properties)

  8. Select apply PST (Saskatchewan only) if the charge is for repairs or maintenance and the PST needs to be recorded in a separate account for remittance

  9. Add notes, they will be included on the invoice

  10. Click Save

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