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Apply bulk owner charges

Overview

Bulk Owner Charges enable applying AdHoc charges to multiple Owners in RMS.

These charges are separate from the recurring charges setup for End of Month Expenses.

Any charges to the owner can be applied throughout the month to ensure they are included in the end-of-month income distribution.

Bulk Owner Charges can also be imported via a CSV File. Find out more information HERE

 

✎ Please Note: RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.

 

 

Guide

In the side menu of RMS, go to Owner Accounting > Bulk Owner Charges.

  1. Select the checkbox for a Category.
  2. Select an Account Type.
    1. Optional: Select a Third Party if the Account Type is 'AdHoc'.
  3. Select a Sundry Charge.
  4. Enter the Quantity & Unit Price.
  5. Enter a Comment.
  6. Select the checkbox for the Owner Account.
  7. Select 'Process'.
    RMS Bulk Owner Charges screen showing Category selected, Account Type set with an optional Third Party, a Sundry Charge chosen, Quantity and Unit Price entered, a Comment filled in, and multiple Owner Account checkboxes ticked, with the Process button highlighted to apply the charges.
     
  8. Select 'Yes' to confirm.
    RMS confirmation pop-up for Bulk Owner Charges asking to confirm processing the selected charges for the chosen owners, with the Yes button highlighted to proceed.
     

 

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