Add/modify a general expense invoice for an expense statement

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the website > Tools > Expense statements: select the desired expense statement by clicking on its title.
  2. Open the General expenses tab
  3. Click 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. Refer to the Hot water and room heating expense particularities.
    • Issue date: supplier invoice date for the expense
    • Supplier: issuer of the expense invoice
    • Allocation method:
      • Surface or thousandth: to be selected for ancillary costs.
      • Metered values: to be selected for expenses such as room heating, hot water production, and water supply if the corresponding meters exist.
      • Amount: cost to be allocated
      • Variable share: the portion of the expenses to be allocated based on the resident's consumption (metered values). The remainder (fixed share) is allocated based on surface area or thousandth. By default, the variable share is 70%.
      • Cost justification: 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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