Tracking Expenditures

  • Updated

Tracking Expenditures is a tool Internal Technicians and Property Managers can use to attach associated costs to a Meld. This article applies to all Customers except for those with Rent Manager or Propertyware integrations.

NOTE: 

Vendors have similar capabilities in creating an invoice which is described in this article.

 

Sections:

Submitting Expenditures | Internal Technician or Property Manager

Manage Expenditures | Internal Technician or Property Manager

Expenditures FAQs

 

Submitting Expenditures | Internal Technician or Property Manager

Step 1:

From a Meld, click options-icon.png and click Track Expenditures:

Expenditures1.png


Step 2:

Enter line item(s) that are specific to the Expenditures.  The following describes the individual fields for each line item and Expenditure.

  • Description: Enter description of line item.
  • Quantity: Enter quantity (default: 1.00).
  • Cost: If you want to track the cost, enter the amount spent on the item.
  • Price: What will be charged to the owner or other parties (Cost and price may often be the same).
  • Total: Price x Quantity per line item.
  • TOTAL: Grand total of all line item totals.
  • Notes: Any additional information that you need to add.

 

Step 3:

Click SAVE:

Expenditures2.png

 

Manage Expenditures | Internal Technician or Property Manager

Step 1:

To view all Expenditures, click Expenditures from the Melds page.

HINT: 

Remember to use Filters to find applicable Expenditures.

Step 2:

From the Expenditures view, click the dropdown menu on any Expenditure Card to change its status:

Expenditures3.png

 

Step 3:

Click on the Expenditure Card near the dollar amount to see a more detailed view:

Expenditures4.png

 

Step 4:

Click options-icon.png, 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).

NOTE:

You can also change the status of the Expenditure from this view:

Expenditures5.png

 

Expenditures FAQs

Q:  Can I disable the Expenditures feature?
A:  This feature cannot be disabled.  We recommend establishing how (and if) to use Expenditures and communicating that to your team.

Q:  Where can I download a report with all Expenditures?
A:   Please refer to How to Export Data from Property Meld.

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