Operating cost categories are required to generate an operating cost statement. These are grouped into operating cost category groups. On the tenant invoice, the costs of the operating cost categories are listed by group. In the exported outgoing invoice, the totaled costs of the cost category groups are created as invoice items. The individual operating cost categories are no longer listed.
This process is carried out in a form. The basic function of forms is described in this article: 📄 Formulare IC1105
Path to the starting point: Control Panel - Property Management - Operating Cost Settlement - Operating Cost Settlement Profiles - Cost Types - Operating Cost Type Groups
Create a new record in the table or open the operating cost type group to which you want to assign the operating cost type.
Tip: The name of a cost center is usually the name of the building to which it refers.
Create a new record in the Operating Cost Types section. The information on form structure will help you with this. If necessary, refer to the notes on form structure. You can find these by clicking the help icon in the top right corner of the portal.
Assign the desired G/L accounts to the operating cost type.
Click Save in the toolbar.
All costs from the assigned G/L accounts are summarized under the operating cost type.
