Settlement scenario: Assign invoices to an operating cost year

You can decide on your own which operating cost year an invoice should be assigned to.

Differences from the standard scenario:

The invoice is settled in the specified operating cost year.

Prerequisite

• You are familiar with the “Standard Settlement” settlement scenario

Procedure in the FM Portal

Path to the starting point: Property Management - Property Accounting/Cost Entry - Incoming Invoices - New Incoming Invoice

1. Create a new invoice for the company. 📄 Eingangsrechnung erfassen IC1419

2. Open the invoice item and enter the operating cost year in the "Deviating Allocation for Operating Cost Settlement" section under the "Deviating OC Year" field.

3. If necessary, repeat step 2 for additional invoice items.

The invoice item will be included when the operating cost statement is generated for the specified operating cost year.