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Finances

What Changes When Melds Move Through Verify, Bill and Closed
When your company moves to the new close-out flow, a Completed Meld is no longer finished. A Coordinator verifies eac...
Set Up Bill Sync to AppFolio
People who manage billing settings set up how bills and Vendor invoices sync from Property Meld to AppFolio, and how ...
Set Up and Use Billing Profiles
People who manage billing settings set up billing profiles, the company names and logos a bill can come from, and Coo...
Add Parts and Other Costs to a Meld
Coordinators add parts and other paid items to a Meld, by hand or from a receipt, so every purchase is on record befo...
Set Your Labor Rates and Cost Markup
People who manage billing settings set the default shop rate, billing rate and cost markup that Property Meld uses to...
Set Up No Bill Needed Rules
People who manage billing settings use No Bill Needed rules to close Melds that are never billed as soon as a Coordin...
Close Melds That Don't Need a Bill
Coordinators close verified Melds that won't be billed by marking them No Bill Needed with a reason. Closing these Me...
Bill a Verified Meld
Coordinators bill each verified Meld that needs a bill, turning its captured costs into an accurate bill and syncing ...
How MAX Verify Reviews a Meld
Coordinators use MAX Verify to catch missing or wrong costs on a Meld before verifying it. This article explains when...
Verify Completed Melds
Coordinators verify each Meld after its work ends, confirming the work was done and every cost is captured before the...
Closing Out Completed Melds
Closing out a Meld covers everything after the work ends. A Coordinator verifies that the work is done and every cost...
Understanding TrueCost
TrueCost means knowing what it should cost to address a Meld, using that insight to drive decisions throughout the li...
Understanding the In-App CSAT Survey for TrueCost Open Beta
If your account is participating in the TrueCost open beta, coordinators may occasionally see an in-app CSAT survey a...
How to Set Up and Use Billing Profiles
Billing profiles help simplify your billing process by allowing you to create separate profiles, add logos, and set d...
TrueCost - Consolidating Line Items for Clarity
When a bill includes many detailed line items, it can be hard to review and share with owners or accounting teams. Co...
Tracking Expenditures
Tracking Expenditures is a tool Internal Technicians and Property Managers can use to attach associated costs to a Me...
Uploading an Invoice on Behalf of a Vendor
This article will walk through the requirements and necessary steps to upload an invoice to a Meld on a vendor's beha...
Managing Vendor Invoices
Once a Vendor has submitted an Invoice for a Meld, that Invoice is available for review and action.  This article wil...