Lesson 1 of 5 · 6 min

Charge runs

Post the month's recurring charges, with a preview before anything is permanent.

Financial › Charge runs creates each month's recurring charges for a property. You pick the property and the month, then choose how far the run should go.

Preview: computes what would be charged and writes a report. No charges or ledger entries are created.
Batch: creates an editable batch of unposted charges. You review it on Financial › Charge batches and post it later as a separate step.
Post: creates the charges and posts them to the general ledger immediately, and locks the property's period. This cannot be undone.

A safe monthly routine

The Collections list: leases owing, status and amount outstanding. — The screen this lesson works in, from the StrivBridge sample company.

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