Billing scenario: Manual costs for a building

If there are costs that need to be allocated to a single building, you can do so under Property Management - Operating Cost Allocation - Allocation.

Prerequisite

The billing year has already been created

Procedure in the FM Portal

Path to the starting point: Property Management - Operating Cost Settlement - Settlement

1. In the menu, click on the billing year, the location, and the building.

2. Under Actions, click Add Costs to Building. A new window will open.

3. Select the cost type, G/L account, VAT rate, and period.

4. Enter the net amount in euros and a description of the costs.

5. Click Save.

The costs have been added to the tenant and will be included in the operating cost statement.

Note: Costs allocated in this way will be lost if the billing year is deleted.