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Billing scenario: Manual costs for one tenant

Property Management

IC9544
Property Manager
Property Management
Manage rentals

If you want to allocate costs to a single tenant, you can do so under Property Management - Operating Cost Settlement - Settlement.

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, the building, and the tenant.

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

Screenshot of eTASK interface showing
Screenshot of eTASK interface showing "Aktionen" dropdown menu with "Kosten zum Mieter hinzufügen" option highlighted

  1. Select the cost type, VAT rate, and time period.

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

  3. Click Save.

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

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

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