Merging this with another topic of the same. This way all the votes can be kept in one place. This is definitely a feature that has been a long time in the making.
We are finalizing changes to our PMv2 model, which is going to lay the groundwork that will allow us to do Recurring Expenses!
Hi,
We actually already have plans for something along these lines, you can see the feature request for that here:
~Caleb
This is honestly one of the biggest gaps in PM right now.
We have a bunch of recurring property expenses like thermostats/Jervis, camera subscriptions, pest control, HVAC maintenance, and even annual stuff like smoke detectors. There is no clean way to track and bill these.
Right now it is either manual charges or tracking outside of OwnerRez, which does not scale and things get missed.
Even so...
...for a month or a full year in advance
* Use it at the end of the month to import all expenses for bookings, for a property, or for an owner prior to running Owner Statements.
* Use it to add known recurring (weekly, monthly, yearly, etc) expenses that are assigned to a property or an owner for multiple iterations (by adding it to the spreadsheet multiple times)
Please reach out to help@ownerrez.com...
While there is no way (just yet) to automatically log a recurring monthly expense, you can log an expense to an owner or a property -- not just to a booking. Go to PM > Expenses and there you can add an expense that's assigned to an owner or a property.
