During your Management Center setup process, you have the option to set up Admin Billing charges based on an External Source. Using these options, you can bill for things that are tracked outside the Vantaca System, such as Copies or Billable hours for Maintenance, etc.
Once these items are set up, you can add these charges to your Management Center using the Following Imports;
Navigate to Settings > Import and select one of the below options. You will be asked for a Posting Date. This will be the date that the charges are applied to the Admin Billing invoice.
Admin Billing Charges by Amount
The Admin Billing by Amount is used for those items that are not a set rate per item, such as large item postage. The import uses the below fields to add charges to the Management Center Admin Billing Tab
- AssocCode This is the Association Code for the particular Community
- Charge This field must match exactly the charge as listed in the Association > Assessments page for your Management Company
- Note This will put a note on the line-item of the Admin Billing Invoice
- Amount This is the total amount for this Charge line item
In the below example, a charge of $58.33 will be added to the Association under the Mailing charge type.
Admin Billing Charges by Qty
The Admin Billing by Qty is used for those items that are charged at a set rate per item, such as for copies. The import uses the below fields to add charges to the Management Center Admin Billing Tab
- AssocCode This is the Association Code for the particular Community
- Charge This field must match exactly the charge as listed in the Association > Assessments page for your Management Company
- Note This will put a note on the line-item of the Admin Billing Invoice
- Qty This is the Quantity of the charges. This quantity will be multiplied by the Rate as determined in the Service Contract for the Association
In the example below, for instance, a charge of $37.50 (375 x $.10) will be added to the Association under the Copies - BW charge type.
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