Add/Modify a General Expense Invoice in an Expense Report

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Tools > Expense Statement: select the desired statement by clicking on its title.
  2. Open the General Expenses tab.
  3. Click on 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. Note the Specificity of heating and hot water production expenses.
  • Issue Date: date of the supplier's expense invoice.
  • Supplier: issuer of the expense invoice.
  • Distribution Method:
    • Surface area or thousandths: To be selected for ancillary expenses.
    • Meter values: To be selected for expenses related to heating of rooms, hot water production, and water supply if the corresponding meters exist.
    • Amount: Cost to be distributed.
    • Variable share: Share of expenses to be distributed based on the resident's consumption (meter values). The remainder (fixed share) is distributed based on surface area or thousandths. By default, the variable share is 70%.
    • Supporting document: Supplier invoice in PDF format.
    • Notes: Optional details on the invoice or the distribution, for example.
    • Applied to: Select the billing points to which to assign the invoice.

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