Experience the difference of "Elite".

Expense at the Owner level for set monthly charges

Status: Requested 5 Votes
Ozark Stays
Apr 29, 2023 3:46 PM
Joined Aug, 2020 19 posts

As it stands, there isn't really an appropriate place to assign a set ongoing monthly service charge to Owners in the PM module. For example, I have a number of customers who use our linen and stocking service, for which we charge a set $100 a month. Right now if I want that expense recorded in OR, I have to add that expense to a random booking for said owner. I know it may be challenging to move past the data hierarchy of doing everything at the booking unit level, but I think it is worth consideration for the PM subset of your customers.

Alece
May 1, 2023 10:49 AM
Joined Jan, 2020 155 posts

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. 

 

Ozark Stays
May 1, 2023 10:53 AM
Joined Aug, 2020 19 posts

Thanks, that will be a good manual workaround for now.

Alana A
May 1, 2023 2:35 PM
Joined Oct, 2021 6 posts

Additionally, it would be GREAT to have the ability to add a set expense to multiple properties at once.  For example, add a a/c filter change to a dropdown list in which you can select all properties or deselect some.  Manually entering the same expense 100 times is exhausting