Add/edit a overhead expense invoice on an expense statement

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the site > Tools > Expense statement: select the desired expense 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, e.g., "Room heating January-March 2023"
    • Type : select the type of expense. Note the Particularity of heating and hot water production expenses.
    • Issue date : expense invoice date from the supplier
    • Supplier : issuer of the expense invoice
    • Allocation method:
      • Surface area or thousandth: to be selected for ancillary costs.
      • Meter values: to be selected for expenses of the type room heating, hot water production, and water supply if the corresponding meters exist.
      • Amount: cost to be allocated
      • Variable share: the part of the expenses that is to be allocated based on the resident's consumption (meter values). The remainder (fixed share) is allocated based on the surface area or thousandth. By default, the variable share is 70%.
      • Proof: supplier invoice in PDF format
      • Note: optional details about the invoice or allocation, for example
      • Applied to: select the billing points to which the invoice should be charged.

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