Add/modify a general expense supplier invoice for an expense statement

Nicolas Vodoz Updated by Nicolas Vodoz

  1. Open the Site > Tools > Expense statements: select the desired statement by clicking on its title.
  2. Open the General expenses tab
  3. Click on the + button to add a supplier invoice and complete the fields:
  • Title: reference, for example "Room heating January-March 2023"
  • Type: select the type of fee. Pay attention to the Particularity of heating and hot water production fees.
  • Issue date: date of the supplier invoice
  • Supplier: issuer of the supplier invoice
  • Distribution key:
    • Surface area or thousandth: to be selected for ancillary costs.
    • Meter values: to be selected for fees such as room heating, hot water production, and water supply if the corresponding meters exist.
    • Amount: cost to be distributed
    • Variable part: part of the fees to be distributed based on the resident's consumption (meter values). The remainder (fixed part) is distributed based on the surface area or thousandth. By default, the variable part is 70%.
    • Cost justification: supplier invoice in PDF format
    • Note: optional details on the invoice or the distribution, for example
    • Applied to: select the billing points to be charged with the invoice.

How Did We Do?

Modify the expense statement settings

Edit the collected advance payments of an expense statement

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