You can also bill utility costs via invoices. In this case, the utility costs are passed directly on to the tenant. Once consumption data has been recorded, an invoice is generated in eTASK.Cost Recording, which can be handled like any other outgoing invoice.
Note: These utility costs are not billed via eTASK.Operating Cost Billing.
Procedure in the FM Portal
Path to the starting point: Technical Building Management - Energy Consumption Billing - Meters
Open the data record for the meter you want to bill via invoices.
In the Billing section, select the desired billing interval in the Billing Period dropdown menu.
In the Billing Type dropdown menu, select “Tenant Invoice.”
In the Lease Agreement dropdown menu, select the lease agreement through which consumption is billed in the operating cost statement.
In the Cost Center dropdown, select the building’s cost center.
If you do not want the default G/L account to be taken from the meter type, select a different G/L account in the "Different G/L Account" field where the consumption costs will be recorded.
Enter the meter reading.
In the main menu on the left, under Energy Consumption Billing, click on Invoices and select the desired meter type in the toolbar.
Click on "Create Invoices" in the toolbar.
Select the billing period and click on Create. The invoice for the meter is now displayed.
In the menu tree, click on the year and month of the billing period.
Double-click on the invoice line. The invoice opens in a separate window.
Check which advance payments for operating costs the tenant has made. Enter the advance payment in the Advance Payment section at the bottom right. This amount will be deducted from the consumption costs. Enter the remaining invoice details and check the OK box. Close the window.
Note: If you want to adjust the advance payment for operating costs and inform the tenant via an automatically generated letter, enter the appropriate values in the Header, Footer, and New Advance Payment fields. Then click on Invoice Preview and print the resulting document.
Click Export - Export to Cost Entry in the toolbar.
Confirm the message by clicking OK.
The invoice is transferred as an outgoing invoice to Cost Entry.