Skip to main content

How do I manually add a charge from the Charges page?

Use this flow when you need to create a one-off charge from the centralized [Charges] workspace.

Entry:

  • [Financials] -> [Charges]

Web​

Open [Charges], then use the tab that matches your task before you click [Add Charge].

  • Use [Tenants] when you already know you are creating a tenant charge. The page opens as [Add Tenant Charge].
  • Use [All] when you need to choose the recipient role first. In the current Web flow, [Charge To] can return tenant, landlord, vendor, and other-party records.

Charges page entry to Add Charge

In [Add Charge], select the recipient and tenancy first, then complete the charge line. The required fields are:

  • [Charge To]
  • [Tenancy]
  • One charge row with [Type], [Due Date], and [Amount]
  • Optional fields such as [Chargeable Period], [Description], and [Upload Files]

Add Charge form

If you need more than one line, click [Add Another Charge]. If you want to reuse the current row, use [Copy] inside the row before you save.

Click [Save]. After the charge is created, the page returns to the previous charges flow so you can continue reviewing the new record in [Charges].

App​

On the app, you can open [Financials] -> [Charges] to review the charge list, charge details, payment history, and uploaded files. The app does not currently provide an [Add Charge] entry or charge creation form.

Platform differences​

  • Web supports creating one-off charges from [Charges].
  • App supports charge lookup and detail review only, without manual charge creation.

Note:

  • On the current [Tenants] route, [Charge To] stays in tenant context.
  • On the current [All] route, the [Charge To] picker supports tenant, landlord, vendor, and other-party records.
  • Use [Add Recurring Charges] instead of [Add Charge] when you need a recurring schedule.