This guide offers a step-by-step approach to efficiently create and manage regular expenses within your CRM system. By following these instructions, you can streamline your property management processes, ensuring accurate billing and record-keeping for tenants. The clear navigation and detailed actions help eliminate confusion, making it easier to handle expenses and invoicing.
1. Navigate to https://crm.iamproperty.com/Dashboards/Accounts
Regular Expense
Tip: This will create a regular charge to a specific Property and paid to a Contractor via the Expenses process.
2. Click "Accounts"
Click "General"
Click "Regular Expenses"
3. Click here to create a new expense.
4. Click "Select property" and search for the property you are creating the expense for.
5. Click "Select contractor" search for and select the Contractor doing the work.
6. Click "Select sub-type" i.e. the type of work being done.
For example click "General Maintenance"
7. Click "Select expense category" e.g. Electric, Garden etc
8. Click the "Description" field and add a description.
9. Click the "Start Date" field, this is the date of the first charge.
10. Click the "End Date" field this is the date of the last charge, however there is an indefinite option.
11. Click to set the charge period, e.g. monthly, quarterly etc.
12. Click here to create an expense with an indefinite end date.
13. Click the "Amount" field.
14. Click "Save" to create the expense
15. The 3-dot menu gives the option to Edit, Cancel or Delete the expense
16. The expense will now be charged to the property at the timescale that has been set (monthly, Quarterly etc)
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