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.
Tracking Expenditures is a tool Internal Technicians and Property Managers can use to attach associated costs to a Meld.
Submitting Expenditures | Internal Technician or Property Manager
Step 1:
From a Meld, click and click Track Expenditures:
Step 2:
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
Step 1:
To view all Expenditures, click Finances and then click Expenditures from the side menu.
HINT: Remember to use Filters after pulling them to find applicable Expenditures.
Step 2:
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.
Step 3:
Click on the Expenditure Card near the dollar amount to see a more detailed view:
Step 4:
Click to view available options:
NOTE:
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 |
Buildium Field |
| Expenditures | Bills |
| Meld ID | Reference # |
| Line Item Description | Item Description |
| Line Item Total (price * quantity) | Item Amount |
| Cost | Does Not Sync |
| Files | Attachments |