Assigning Charge Codes to Properties

RELATED LINKS 

Remove a Recurring Charge on a Property

 

DESCRIPTION  

This guide will give you step-by-step instructions on how to assign a charge code to all owners, or to select owners. We will also show you how to verify the action.  

 

STEP-BY-STEP

1. In the navigation menu, click Portfolio and select Communities. Pick the community you want to work on. 

2. Scroll to the bottom of the page to the Related Links section

3. Click Codes 

4. Click Assign next to the code you want to assign 

 

5. Assign the codes 

Note: Verify the fiscal year on the top right before you start. 

 

A) To assign a single code to all owners 

1) Select a Charge Code 

2) Click the toggle next to the word Owner, this will select all of the owners listed on that page

Note: If there are multiple pages, make sure each page was assigned by clicking each page. If they are not assigned, repeat this process. 

3) Click Assign 

4) Click Save

 

B) To assign a code to a specific owner

1) Click the Checkbox next to the owner you want to add a code to. 

2) Select a code 

3) Click Assign 

4) Click Save 

 

To verify, you can go to the owners property, and you'll see the recurring charges

 

 

 

 

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