How do I edit charges on a tenant's lease ledger?

After you've added your leases and posted charges for money owed, you may need to make edits to the charges if it has the incorrect due date, amount, memo or account type. 

In this article you'll learn how to:

  1. Edit a charge that's already been posted on a lease ledger
  2. Edit a recurring charge
  3. Edit recurring charges in bulk

1. Edit a charge that has already been posted on a lease ledger

To edit a charge that has already been posted:

    1. Type the tenant's name in the search bar, and click Lease ledger.

    2. From the lease ledger, click on the charge you want to edit.

    3. Click Edit charge, and make adjustments.

    4. When you're done making changes, click Save charge. 

Buildium does not allow updates to posted charges in bulk. If you need to make updates to multiple charges posted on a tenant's lease ledger, you will need to do so individually.

 

 

2. Edit a recurring charge

You may need to edit a recurring charge if the wrong amount is entered, or if you want to record a rent increase for a tenant upon lease renewal.

To edit a recurring charge:

    1. Type the tenant's name in the search bar, and click Lease ledger.

    2. From the lease ledger, click Recurring transactions.

    3. Click on the charge you want to update, then click Edit recurring charge.

    4. Make any adjustments, then click Save.

 

3. Edit recurring charges in bulk

Unlike charges that have already been posted, you can update recurring charges in bulk.

The edit recurring charges in bulk tool is only available per property, it will not edit charges across several different properties.

This is a great way to update charges if you have a rent increase for all tenants across an entire property, and don't want to edit them individually.

To edit recurring charges in bulk:

    1. Navigate to Rentals > Rent roll.

    2. Click Update recurring charges.

    3. In the pop-up window, select if you want to Edit amounts or memos, or if you want to Delete recurring charges.

    4. Choose an account typeproperty, and recurring charge frequency, then click Search.

    5. To edit the memo of all recurring charges listed, enter the memo in the New memo section, and click Apply.

    6. To edit recurring charge amounts, manually enter the new amount for each unit, then click Save at the top of the window.

Click here to learn how to delete tenant charges

 

Article #: 220542507

 

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