Schlage Integration billed to the property

We are property managers that integrate schlage with OR. Can OR bill the cost of the lock as a expense in the property it is integrated with? Or is there a easier way to bill the owner for the cost of the lock integration each month through automation.

Apologies for the extremely delayed response here. We're actively working on solutions to better maintain our request forum to avoid delays like this in the future.

Sounds like what you're looking for is Recurring Expenses which we have planned for our 2026 development roadmap. You can find the related Feature Request for this and follow along for updates on it here - https://www.ownerrez.com/forums/requests/pm--recurring-expenses

I'm actually going to merge this request into the one linked above so that your vote can be included there.

While OwnerRez doesn't have a dedicated "recurring expense" feature that automatically creates expenses each month (yet), you can manually record expenses that will appear on owner statements. Here's how to set this up:

Option 1: Record Monthly Expenses via the Expense Grid

Navigate to PM > Expenses > Expenses and click + Record Expense.

Setup & Configuration > Expense Grid

For each property with a Schlage lock, you would:

1. Enter expense details:

   • Description: "Schlage Lock Integration Fee"
   • Amount: $4.00
   • Category: Create a custom category like "Technology Fees" or "Lock Services"
   • Date: The date you want the expense recorded (typically the 1st of the month)
   • Vendor: You could use "OwnerRez" or create a vendor name

2. Associate the expense:

   • Select Property and choose the specific property
   • At the bottom, select whether this was paid from your Operations Account (will be reimbursed on PM statement) or Escrow Account (won't be reimbursed)

Setup & Configuration > Record Expenses

1. Repeat monthly: You would need to manually create this expense each month for each property with a lock.

Option 2: Create Custom Expense Categories

First, create a dedicated expense category for lock fees:

Navigate to PM > Statements & Payouts > Expense Categories > + Create Category

• Add name like "Lock Integration Fees"
• Click Save

Setup & Configuration > Expense Categories

This makes it easier to categorize and track these expenses consistently.

How Expenses Appear on Owner Statements

Once recorded, these expenses will automatically appear on owner statements based on:

• The Date to Use field you configured
• The statement period you generate

The expense will be subtracted from the owner's statement, effectively billing them for the lock cost.

Setup & Configuration > Expense Displays

[This topic has been merged with another topic (PM - Recurring Expenses). All unique votes have also been merged.]