This article only applies to Customers with an active integration between Property Meld and Buildium. Customers with no integration should reference the article located here.
NOTE: click here to view screen area in Buildium where bills will be created for expenditures that have been entered in Property Meld.
Tracking Expenditures is a tool Internal Technicians and Property Managers can use to attach associated costs to a Meld.
NOTE: Vendors have similar capabilities in creating an invoice which is described in this article.
Submitting Expenditures | Internal Technician or Property Manager
From a Meld, click and click Track Expenditures:
Enter line item(s) that are specific to the Expenditures. The following describes the individual fields for each line item and Expenditure.
Click SAVE when finished.
Manage Expenditures | Internal Technician or Property Manager
To view all Expenditures, click Expenditures from the Melds page.
HINT: Remember to use Filters to find applicable Expenditures.
From the Expenditures view, click the dropdown menu on any Expenditure Card to change its status.
NOTE: the trigger in Meld to create a bill that will be exported to Buildium is to 'Approve' the expenditure.
Buildium Screen: After approving the expenditure, a bill will be created in Buildium under Accounting/Bills.
Click on the Expenditure Card near the dollar amount to see a more detailed view:
Click , then:
- Click Edit to edit the line items or Expenditures associated with the Meld.
- Click View to see a .pdf of the Expenditure.
- Click Download to download a .pdf of the Expenditure to your device.
- Click Delete and you will be prompted with a confirmation dialog to confirm the deletion of the entire Expenditure (which includes all line items).
You can also change the status of the Expenditure from this view:
The following describes the additional fields for Expenditures, as well as where the information is synced to in Buildium primarily under Accounting/Bills.
Property Meld Field
|File Attachment||Does Not Currently Sync|
|Meld ID||Reference #|
|Line Item Description||Item Description|
|Line Item Total (price * quantity)||Item Amount|
|Cost||Does Not Sync|