Setting Up and Approving Resident Charges

One time charges can be added from the resident's financial page. Charges can be set up with specific amounts, accounts and approval limits ahead of time in the Financial Settings section of Accounting. 

To set up charges:

1. Go to Accounting and click on Accounts, then Financial Settings 
2. Click on Add Charge 
3. Enter a charge name. This will be used as the description for the invoice 
4. Enter a default amount. This will be the default amount shown when adding a charge. The amount can be changed at time of creation 
5. Enter the approval limit. 
   • Any charge created with an amount above this limit will require approval in the Charges page before the invoice is created. 
   • If the amount is lower than the approval limit the invoice will get automatically created in Receivables 
6. Select the revenue or liability account you want to use for the invoice 
7. Click Save 

To approve charges that have been created: 

1. Go to Accounting, then select Charges in the top menu. 
2. After a charge that requires approval is created, it will appear on the Charges awaiting approval table 
3. Review the charges. Click on the + to display the notes 
   • Approve charges by selecting the charges and then clicking Approve Charge. After approving an invoice for each charge will be created in Receivables. It will then be removed from the charges awaiting approval table 
   • Decline charges by selecting the charges and then clicking Decline Charge. Once the charge has been declined it will be removed from the charges awaiting approval table