How do I delete association owner charges?

In Buildium, you can delete association owner charges in a few different ways.

In this article, you'll learn how to:

  1. Delete a charge posted to an account ledger
  2. Delete a recurring charge
  3. Delete recurring charges in bulk

1. Delete a charge posted to a account ledger

To delete an association owner charge:

    1. Type the owner's name in the search bar, then click Ownership account ledger.

    2. From the account ledger, click on the charge you want to delete.

    3. Click Edit charge.

    4. Scroll to the bottom of the window, and select Delete charge.


Buildium does not allow you to delete posted charges in bulk, with the exception of late fees. If you need to delete multiple charges posted on a owners's account ledger, you will need to do so individually.

Click here to learn how to remove late fees in bulk

2. Delete a recurring charge

Recurring charges can be set to end after a certain amount of recurrences, so you most likely won't need to delete a recurring charge often. 

To delete a recurring charge:

    1. Type the association owner's name in the search bar, then click Ownership account ledger.

    2. From the account ledger, click Recurring transactions.

    3. Select the recurring charge you want to delete by clicking on it.

    4. Click Edit charge.

    5. Scroll down to the bottom of the window and select Delete charge.

 

3. Delete recurring charges in bulk

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

The delete recurring charges in bulk tool is only available per association, it will not delete charges across several different associations.

To delete recurring charges in bulk:

    1. Navigate to Associations > Ownership accounts.

    2. Click Update recurring Charges .

    3. In the pop-up window, select Delete recurring charges.

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

    5. Place a check in the box next to each charge you want to delete.

    6. Then, click Save at the top of the window.

 

Article #: 220614527

 

 

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