CiiRUS User GuideAccounting Functions Recurring ChargesAdd / Edit / Remove Recurring Charges

Add / Edit / Remove Recurring Charges

Add a Recurring Charge Type

To Add a new Charge Type (category)

  1. Press the Add button
  2. Set the Contact, Category, Description, default amount (if required), All Props (if required) and the day of the month the charge should be applied to the owner statement
  3. Set Process Automatically (if required) when not set the 'Process Selected Charge' button must be pressed manually each month
  4. View when the last transactions were processed

Add homes to a charge Type (Category)

  1. Press the Add button and select the home to be added to the list
  2. Set the amount

Delete a Charge

Highlight the line and press the Delete button to remove a charge