This article will teach users with Charge Types Admin privileges how to create charge types for the commonly billed materials and services of your property.
- From the Property & Facility menu, click Settings.
- From the Property Management Settings page, navigate to the Billing section and click Charge Types.
- From the Charge Types page, click the Add Charge Type button.
- Note: Ensure that you have the correct property selected from the drop-down list in the upper-right corner of the page.
- Once the Add Charge Type window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Name of new charge type... | Enter the name for the charge type (ie: HVAC Request, Suite Signage, Engineering Labor). |
| Type | Select the type of charge. |
| Default Price | Enter the default price for the charge type (in dollars). |
| Markup Price | Enter the markup price for the charge type (in dollars). |
| Charge Code | Enter the charge code for the charge type. |
| Revenue Code | Enter the revenue code for the charge type. |
| Cost Code | Enter the cost code for the charge type. |
| Markup Revenue Code | Enter the markup revenue code for the charge type. |
- Click the Save button.
- Your new charge type has been saved.
- Note: To delete a charge type, click the checkbox next to its Title, then click the Delete button in the header. (However, if the charge type has already been selected for a previously submitted work order, it will not be able to be deleted. In this instance, please submit a WorkSpace support ticket requesting specifically which charge type(s) you would like to be removed. Please edit the titles of these charge types with an "X" preceding the title to indicate which ones should be removed.)