Manage service charges and property funds

Follow the steps

1. 01

   Review the owner’s service bills and whether contributions come from direct payments or deductions from collected rent.

2. 02

   Record a direct contribution against the correct service bill. Use the service receipt option where one payment covers several bills.

3. 03

   Check that a rent deduction already funding the service charge is not also treated as a new direct-payment debt.

4. 04

   Record property costs against the service fund only when that fund paid.

5. 05

   Review contributions, spending and the current fund balance in the service-fund view and reports.

Check the result

The fund shows money available for property costs without presenting it as agency profit.

Keep going

• Manage owner accounts and payouts →
• Record expenses and choose who paid →
• Set fees and future policy changes →