How do I update or delete recurring tenant charges in bulk?

For example:

  • Whenever a new tenant is set up as a resident, a recurring charge for rent income is automatically set up.
  • I use recurring charges to automatically post both water use charges as well as trash removal charges.
  • Recurring fees make staying on top of how much residents owe easier than manually entering each and every charge as they occur.

Some common situations when you might want to update recurring charges in bulk:

  • It's a common time of year for renewing leases, and you have multiple that you are increasing the rent price on.
  • You've just added individual recurring charges in bulk and you'd like to change the amount or memo.

 

Update recurring charges in bulk:ShowHide

  1. Navigate to Rentals > Rent Roll.
  2. Click Update recurring charges.
  3. In the window, complete the form to find the recurring charges. Choose the action to Edit amounts or memos.

    If you need to change something other than the amount or memo, delete the recurring charges. Then, add new recurring charges with our Enter Bulk Charges feature.

  4. Click Search
  5. In the new window, fill out the form

    The amounts can be calculated by common interest allocationcommon expense allocation or entered manually.

    To change a memo, enter the new memo and click Apply.

  6. Check the boxes next to the leases that should have the changes applied to them.

    If more than one recurring charge fits the criteria, the window shows both options with a drop down menu.

  7. Click Save.

Delete recurring charges in bulk:ShowHide

  1. Navigate to Rentals > Rent Roll.
  2. Click Update recurring charges.
  3. In the window, complete the form to find the recurring charges. Choose the action to Delete selected recurring charges.

    If you need to change something other than the amount or memo, delete the recurring charges. Then, add new recurring charges with our Enter Bulk Charges feature.

  4. Click Search
  5. Check the boxes next to the leases that have recurring charges to be deleted.

    If more than one recurring charge fits the criteria, the window shows both options with a drop down menu.

  6. Click Delete.

 

Article #:1771756

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