Charge Codes

Charge Codes allow Property Admins to map out charges on the platform. They can be set up for anything that you collect payments for at your property such as, but not limited to: rent, amenity spaces, and maintenance fees. Charge Codes can be used to issue a single charge or create a recurring charge.

In this article, you will learn how to:

• Configure Charge Code Settings
• Create a Charge Code
• Assign a Charge Code

Settings for Charge Codes

Step 1

After logging into the Admin Portal, select Settings then Payments.

Step 2

Ensure Track work orders on ledger and Track reservations on ledger are both marked Yes if applicable. This will open more options for selecting the Charge Codes to be applied.

Step 3

Select Save Changes.

Creating a Charge Code

Step 1

Select Advanced in the navigation menu, followed by Payment Settings under Financials.

Step 2

Select Charge Codes in the top navigation.

Step 3

Select Add Charge Code in the upper corner.

Step 4

A pop-up window will appear to create the Charge Code. Complete the fields.

• Global Charge Code: Select the category you are looking to create a Charge Code for. If the Global Charge Codes do not match what you are looking for, select Other.
• Code: This is where you set the name of the Charge Code.
• Description: Property Admins can add any additional details.

Step 5

Select Submit when completed.

Assigning a Charge Code

Step 1

In the navigation menu, select Advanced, followed by Charges under Financials.

Step 2

Under Charges in the top navigation, select Add in the upper corner. This will create a drop-down, select Charge.

Step 3

Complete the fields to create the Charge.

• Charge for All Tenant / Individual Tenant: Determines if the charge applies to all tenants or for a specific tenant and occupant.
• Tenant: Select the Tenant the Occupant is under from the list.
• Occupant: Select the Occupant the charge is for.
• Do you want to associate this charge with a service?: Options include None, Work Orders, or Reservations.
• Select Service: This option will appear if Work Orders or Reservations are selected. Property Admins can select the specific Reservation or Work Order to have a Charge Code tied to it.
• Charge Type: Options for One Time or Recurring. Recurring is not available for Charges associated with a service. 
• Post Month: The Charge will default to the current month.
• Due Date For Charge: Enter the date the charge is due.
• Charge Code: Select the Charge Code you wish to apply to the charge.
• Description: Pulls the description of the Charge Code.
• Charge Amount: Enter the amount that is due.
• Notes: Add any notes about the charge.
• + Add Charge: Can add additional Charge Codes to the Charge.