One-time and recurring charges can be added directly to leases through ancillary items.
Note: Additional charges cannot be created for customers with an active PMS integration. Charges should always be initiated from the PMS.
Steps
- Navigate to the Lease
From the menu, click on Rent Roll and find the lease you wish to edit. Click on the lease. It will open in a drawer. - Add Ancillary Item
Under Ancillary Items, click the Add Additional button. A modal will appear. - Configure the Charge
From the Ancillary Item Type input, select Other. Add the charge amount and applicable deposits. Then select the start date and frequency for the charge. - Save Your Progress
Click the Next button on the modal. The charge will now appear on the lease.