This article will teach you how to export billable charges for import into your accounting system.

Note: In order to bill a tenant, the Requesting Tenant field of the work order must be populated with the appropriate tenant name. If the requesting tenant was not selected at the time of submission, the work order must be cancelled and resubmitted correctly. Also, billable service requests must be marked as Completed prior to being Closed. See the Changing the Status of a Service Request article for reference.

1. From the Property & Facility menu, click Service Requests.
2. From the Service Requests page, click the To Close tab, click the WO# of the billable service request that you desire to close, and then click the Close button.
3. Before closing, a window will open asking if you would like to add any charges to the service request.
   • Note: If you need to add charges, see the Adding Billable Charges to a Service Request article for reference.
4. Once a service request has been closed, it will be moved to the To Bill tab of the Service Requests page.
5. From the Property & Facility menu, click Billing located under Service Requests.
   • Note: If you manage multiple properties, ensure that you have selected the correct property from the drop-down list located in the upper-right corner of the Service Requests: Billing page as this must be done one property at a time.
6. From the Service Requests: Billing page, click the To Approve tab, and select the checkbox next to the ID# of the service request(s) that you desire to approve. If you desire to approve all of the service requests, select the checkbox in the header to select all.
7. Click the Actions button and select Approve.
8. Once a service request has been approved, it will be moved to the To Export tab of the Service Requests: Billing page.
9. From the To Export tab on the Service Requests: Billing page, click the Actions button, select Export, and select the appropriate accounting system to export the billable service requests.
10. The export file will now begin to download and you can save the file to your computer.
11. Once the export file has completed downloading, from the Service Requests: Billing page, click the Actions button, and then select Close Batch to close the billable service requests.
12. Before closing the batch, a window will open reminding you that once the batch is closed, you will no longer be able to modify any charges going forward. Click OK to close the batch only once you are absolutely sure that all your work has been completed.
13. The billable charge has been exported and is now ready to be imported into your accounting system.
    • Note: Only billable charges in closed batches are reflected in the Tenant Billing Summary report.