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Adding a tenant expense

Lisa
Lisa
  • Updated

You can add an expense to a Tenant Ledger. Tenant expenses can be charged as payable to the agency, supplier or landlord.

This article includes: 

Adding an expense payable to the agency

  1. Click the Residential Lettings department tab
  2. Click Tenancies on the main homebar
  3. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
  4. Click the Tenant Ledger tab
  5. Click Add Tenant Expenses
  6. The Recent Ledger Items section shows the transactions already on the Tenant Ledger
  7. In the Add Expense section, in the Expense Payable To dropdown menu, click Agency
  8. Type a Description of the expense for the invoice
  9. Enter the Amount (£)
  10. Ensure the Inclusive of VAT selection is correct
  11. The VAT (£) and Net Amount (£) fields calculate automatically
  12. Use the calendar to confirm the Date Due. This is the date the invoice is due and the entry will be applied to the ledger on the date added (unless it's a recurring expense)
  13. In the Recurring Expenses section, click Yes or No if the expense is recurring
    For more information on Recurring expenses, click here
  14. Click Save

 

Adding an expense payable to the supplier

  1. Click the Residential Lettings department tab
  2. Click Tenancies on the main homebar
  3. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
  4. Click the Tenant Ledger tab
  5. Click Add Tenant Expenses
  6. The Recent Ledger Items section shows the transactions already on the Tenant Ledger
  7. In the Add Expense section, in the Expense Payable To dropdown menu, click Supplier
  8. Type a Description of the expense for the invoice
  9. Type in the Supplier Invoice Number
  10. Enter the Amount (£)
  11. Ensure the Inclusive of VAT selection is correct
  12. The VAT (£) and Net Amount (£) fields calculate automatically. Check these agree with the invoice
  13. Use the calendar to confirm the Date Due. This is the date the invoice is due and the entry will be applied to the ledger on the date added (unless it's a recurring expense)
  14. Upload the Supplier Invoice if it's available. Click Choose file, click the file on your computer or network and click Open
  15. In the Choose Supplier section, in the Supplier Name search bar, type the name of the supplier and click Select
  16. In the Recurring Expenses section, click Yes or No if the expense is recurring
    For more information on Recurring expenses, click here
  17. Click Save

Adding an expense payable to the landlord

  1. Click the Residential Lettings department tab
  2. Click Tenancies on the main homebar
  3. Search for the relevant tenancy in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant tenancy from within the Last Viewed section
  4. Click the Tenant Ledger tab
  5. Click Add Tenant Expenses
  6. The Recent Ledger Items section shows the transactions already on the Tenant Ledger
  7. In the Add Expense section, in the Expense Payable To dropdown menu, click Landlord
  8. In the Select Landlord dropdown menu, ensure the correct landlord is selected
  9. Type a Description of the expense for the invoice
  10. Enter the Amount (£)
  11. Ensure the Inclusive of VAT selection is set to No VAT
  12. Use the calendar to confirm the Date Due. This is the date the invoice is due and the entry will be applied to the ledger on the date added (unless it's a recurring expense)
  13. In the Recurring Expenses section, click Yes or No if the expense is recurring
    For more information on Recurring expenses, click here
  14. Click Save

Related articles: 

Adding a property expense

Adding a landlord expense