Applying Charges

For a lease you can add a regular charge or a meter (or consumption) charge. The general workflow for each charge type is different.

Regular Charge

To be able to apply a regular charge to a lease, ensure the following setup is already completed with the rest of the general setup: 

After the charges and all setup is completed, you can attach the charges to the revenue or expense lease:

  1. On the Lease Details page, create the lease.
  2. On the Charges FastTab, add charges to the lease.
  3. On the Billing Lines page, specify the details for the charge and create the billing lines: 
    1. Billing Lines
    2. Billing Lines
  4. On the Invoice Creator, create the invoices for the lease.

Meter (or Consumption) Charge

To be able to apply a meter (or consumption) charge to a lease, ensure the following setup is already completed: 

  1. On the Property Lease Management Parameters window, on the Meters tab, set up the meters that you want to available for use.
  2. On the Charges window, create the Consumption charges that you need.

After the charges and all setup is completed, you can attach the charges to the revenue or expense lease:

  1. On the Lease Details page, create the lease.
  2. On the Charges FastTab, add charges to the lease.
  3. Specify the meter rate and enter the meter reading values manually or import them: 
    1. Enter Meter Reading or Enter Meter Consumption
    2. Import Meter Readings
  4. On the Billing Lines page, specify the details for the charge and create the billing lines: 
    1. Billing Lines
  5. On the Invoice Creator, create the invoices for the lease.