Add/modify an overhead invoice from an expense statement

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Tools > Cost Breakdown: select the desired breakdown by clicking on its title.
  2. Open the General Costs tab
  3. Click the + button to add an expense invoice and complete the fields:
  • Title: reference, for example "Heating of rooms January-March 2023"
  • Type: select the type of expense. Be careful with the Specifics of heating and hot water production costs.
  • Issue Date: date of the supplier's expense invoice
  • Supplier: issuer of the expense invoice
  • Distribution Method:
    • Surface area or thousandth: to be selected for ancillary costs.
    • Meter values: to be selected for expenses related to room heating, hot water production, and water supply if the corresponding meters exist.
    • Amount: cost to be distributed
    • Variable share: portion of the costs to be distributed based on the resident's consumption (meter values). The remainder (fixed share) is distributed based on the surface area or thousandth. By default, the variable share is 70%.
    • Proof: supplier invoice in PDF format
    • Note: optional clarifications regarding the invoice or distribution, for example
    • Applied to: select the billing points to attribute the invoice to.

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Edit the advance payments received from an expense statement

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