Table of Contents

Modify the expense statements settings

  1. Open the Site > Tools > Expense statements: select the desired statement by clicking on its title.
  2. Check the desired sections that will appear on the statements to be given to residents:
    1. Room heating: apartment heating costs. Check this if the site is equipped with individual heat meters.
    2. Hot water production: hot water production costs. Check this if the site is equipped with individual hot water meters.
    3. Water supply and treatment: Water supply costs and treatment costs. Check this if the site is equipped with individual cold water and hot water meters.
    4. Ancillary costs: All other costs to be allocated based on surface area or thousandths (e.g., janitorial services, administrative fees, electricity for lighting common areas...) as well as heating and water costs if the corresponding meters do not exist.
    5. Electricity: Check this only if individual electricity consumption is included in the expenses. Do not confuse with electricity for common areas (e.g., lighting), which is an ancillary cost. In most cases, individual electricity consumption is billed separately either by the RCP manager or directly by the Distribution system operator (DSO).
    6. Renovation fund: For a co-ownership (PPE), it is possible to add this section and thus include it directly in the statement.
  3. Then check the following items as needed:
    1. Deduction of advance payments: If the advance payments collected are entered, it is possible to deduct them and indicate this on the statement.
    2. Payment slip / credit note: Add a payment slip if the statement amount relative to the advance payments collected is in favor of the owner. In the case of a balance in favor of the resident, it is indicated that the amount in their favor will be paid into their bank account.
    3. Show meter reading: Add a section indicating the meter indices at the start and end of the accounting period.
  4. Select the bank account to be used to generate the payment slip if the payment slip item was checked above.

How Did We Do?

Create/edit an accounting period for expense statements

Add/modify a general invoice for an expense statement

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