Hi, everyone!
We've been hard at work fine tuning PMv2, among other big ticket features and upgrades across the entirety of the system. We sincerely hope to get recurring expenses into testing before Q4 this year. I won't make any promises at this time, but I will say that I'm personally feeling very optimistic about it.
Rest assured that the Product team is aware of the demand for this request, an...
Hi Peter,
The most recent update is what I shared on June 12th above. I'll pin that reply in this thread so it floats to the top.
Once we know Recurring Expenses is moving into development, we will share the news here. There's no definitive timeline that I could provide at this time.
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.