Recurring Charges

Recurring charges are defined in the Tenant Profile. They are charges that are posted on a scheduled basis. Examples would be a parking charge, quarterly trash fee, or negotiated tenant payments for damages or option to buy.

To compile the list of candidates, click the Recurring Charges radio button, set the other parameters and click the <Compile> button.

The list can be sorted by tenant or by unit. Use the Radio button in the lower left to change the sort. Whatever order they appear on the screen, that is the order they will show on the report.

When the list appears you can review and then either accept, edit using the folder button or mark a line item as Skip. Everything but the Skip checkbox is a protected field If the charge should be for a different amount or if it should no longer be charged, go to the Tenant Profile using the folder button to make changes. Changing the tenant profile will update the item in the list.

Several folders are available at the bottom of the screen to view subsets of the candidates.

All Charges

All candidates.

Selected Charges

Those candidates not marked Skip.

Skipped Charges

Those candidates marked Skip.

When you are satisfied with the information on the screen, click the Post button to post the charges to the tenant ledger.