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

A recurring charge is an automated posting mechanism that shows money owed from a resident based on a preset frequency.

For example:

Whenever a new tenant with a pet is set up as a resident, a recurring charge for Pet Rent income is 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 need to update recurring charges for services like parking or storage for the next lease term.
You've just added individual recurring charges in bulk and you'd like to change the amount or memo.

Note: You cannot update or delete rent charges from this page.

Update recurring charges in bulk

Navigate to Rentals > Rent Roll.
Click Update recurring charges.
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.
Click Search.
In the new window, fill out the form

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

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

Navigate to Rentals > Rent Roll.
Click Update recurring charges.
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.
Click Search.
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.
Click Delete.

Article #:1771756