How to Add a Charge to An Individual Homeowner's Account

While many of the charges a Homeowner receives are automated through generations or Action items, there are times when it is necessary to manually add an individual charge. For instance, if a homeowner receives a replacement key fob in your office, they may be charged for that fob. In this article, we'll go through the steps of adding an individual, one-time charge to a homeowner's ledger. 

To post a manual (one-time) charge to an owner's account, you will first want to select the homeowner's ledger by navigating to Homeowners > Homeowner Profile > Ledger tab.

On the Summary subtab of the ledger, click New Charge  and a pop-up window should appear:

This pop-up window will allow you to add your charge. The fields you'll see are described below. 

• Transaction: This field is a drop-down list populated by the charges found on the Association > Assessments page. See How to Set Up a New Charge or Assessment for details on how to populate this list. 
• Transaction Date: The date this transaction will appear on the homeowner's ledger. You may only post charges in an open fiscal period. 
• Amount: The amount of the charge to be added. This must be a positive number. To reduce or waive a charge, review the Homeowner Charge Adjustments - How to Waive a Charge article.
• Descr (Optional): This will add a description to the charge that will be visible on Statements and the Portal. This charge will be displayed as "[Charge Type] - [Description]" for example "Key Fob - Fob #12345"

After all fields are filled out, click Update and the charge will be posted immediately.

The charge can now be found by clicking on the Transactions subtab within the Homeowner Profile page:

Deleting an Individual Charge

If a charge was posted in error and needs to be removed, it can be deleted directly from the homeowner's ledger.

1. Navigate to Homeowners > Homeowner Profile > Ledger tab.
2. Click the Audit subtab.
3. Locate the charge you want to delete and scroll all the way to the right of the row.
4. Click Delete.

Note: The Delete button is controlled by the Delete permission found under Settings > Roles > Homeowner > Homeowner Ledger. Users without this permission will not see the Delete option.