You can add additional amounts to a rent, as lines of the “Rent” or “Charge” type — for example cleaning, parking, taxes and other one-off payments. Fill in the details in the “Other charges” section, either on a rent already generated in “Finance” or when creating a tenancy, and they will appear on the receipts.
Once the rent has been generated in the “Finance” section, you can record one or more payments, whether it is the tenant’s payment or housing benefit and allowances received directly. Use the “Record a payment” option in the actions menu on the right, then enter the amount, the payer, the payment method and the date received.
To add a loan, either import a repayment schedule from the “Loans / Mortgages” section using our templates, or create a recurring expense of the “Loan / Mortgage” type with the automatic schedule calculation. This article also explains how to edit, stop or delete a loan, record a renegotiation, and how insurance and interest are deducted.
How to record the quarterly provisions for charges and the annual statement of accounts sent by the managing agent of a co-owned building, using the dedicated expense and income types in the “Finance” section, and how to handle a positive or negative balance once the agent’s accounts have been approved.
Create a recurring expense You have the option to create a recurring payment from the “Finances” section by selecting “Add an Expense”. Choose the type of payment, the frequency of recurrence, as well as the start and end dates, then click on “Save”. The creation of a recurring expense has several advantages, including: Automated management:
