NOTE: This article only applies to Customers with an active integration between Property Meld and Propertyware. Customers with no integration should reference the article located here.
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.
- Property Managers can modify integration settings for Expenditures, as 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 inside a Meld, click Track Expenditures:
Step 2:
Enter line item(s) that are specific to the Expenditures. Each Meld Expenditure line item is mapped to a specific General Ledger (GL) Account. The following describes the individual fields for each line item and Expenditure, as well as where the information is synced to in Propertyware primarily under Expenses/Bills.
Click SAVE when finished.
|
Property Meld Field
|
|
Propertyware Field
|
|---|---|---|
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Item: Propertyware Account directly loaded via integration; field required to synchronize. |
Account | |
|
Description: Enter description of line item. |
Comments | |
|
Quantity: Enter quantity (default: 1.00). |
N/A (used primarily to calculate amount but does not appear in Propertyware) | |
|
Cost: |
N/A (does not appear in Propertyware) | |
|
Price: What will be charged to the owner or other parties. |
Amount (on Bill) Actual Cost/Invoiced (Work Order Details) |
|
|
Total: Price x Quantity per line item. |
Amount (each line item shows up under Bill Splits) | |
|
TOTAL: Grand total of all line item totals. |
Amount (on Bill) Actual Cost/Invoiced (Work Order Details) |
|
| Notes: | Description |
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:
Step 3:
Click on the Expenditure Card near the dollar amount to see a more detailed view:
Step 4:
Click to see additional options:
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.