How do I configure late fee rules for tenant charges?

Use [Late Fee Settings] to manage the company-wide late fee rules for tenant charges. The same global setting is available on both Web and App.

Entry:

• Web: [My Profile] -> [Account Settings] -> [Late Fee Settings]
• App: [Account Settings] -> [Late Fee Settings]

Before you start

• Open an account that can access [Account Settings].
• Decide whether your changes should apply to current tenancies as well as future tenancies.
• Prepare the rule scope, grace period, fee type, amount or percentage, and description you want to use.

Web

Step 1 Open [My Profile], then go to [Account Settings]. Expand [Late Fee Settings] if the card is collapsed.

Step 2 Turn on [Enable Global Late Fee] if the global rule is currently off.

Step 3 In [Setup Late Fee], click [Add Rule]. You can add up to 2 rules.

Step 4 For each rule, complete the rule details:

• Choose the applicable charge scope as [All current and future added types] or [Choose Specific Types]
• Set [Grace Period]
• Choose [Frequency] as [Daily] or [Once]
• Choose [Fee Type] as [Fixed Amount] or [Percent of Remaining Amount]
• Enter the amount or percentage
• Enter the description that should appear on the late fee charge

Step 5 If needed, configure the optional limitation rules:

• [Minimum Remaining Amount to Apply Fees per Charge]
• [Maximum Late Fees per Charge]

Step 6 Review [Late Fee Notifications]. If you need to change the reminder timing or channels, open [Notification Rules].

Step 7 After you finish a valid change, Web saves it automatically. If the impact dialog appears, choose whether the updated global rules should apply to [current and future tenancies] or [future tenancies only], then confirm.

App

Step 1 Open [Account Settings], then go to the [Late Fee Settings] section.

Step 2 Turn on [Enable Global Late Fee] to start using global late fee rules.

Step 3 In [Setup Late Fee], tap [Add Rule]. You can add up to 2 rules.

Step 4 For each rule, complete the rule details:

• Choose the applicable charge scope as [All current and future added types] or [Choose Specific Types]
• Set [Grace Period]
• Choose [Frequency] as [Daily] or [Once]
• Choose [Fee Type] as [Fixed Amount] or [Percent of Remaining Amount]
• Enter the amount or percentage
• Enter the description that should appear on the late fee charge

Step 5 If needed, configure the optional limitation rules:

• [Minimum Remaining Amount to Apply Fees per Charge]
• [Maximum Late Fees per Charge]

Step 6 Review [Late Fee Notifications]. If you need to change the reminder timing or channels, open [Notification Rules].

Step 7 Tap [Save]. If the impact dialog appears, choose whether the changes should apply to [current and future tenancies] or [future tenancies only], then confirm the save.

Platform differences

Topic	Web	App
Entry	[My Profile] -> [Account Settings] -> [Late Fee Settings]	[Account Settings] -> [Late Fee Settings]
Global setting scope	Updates the same company-wide late fee configuration	Updates the same company-wide late fee configuration
Form presentation	Card-based Web form under [My Profile]	Mobile settings page in [Account Settings]
Save behavior	Saves automatically after a valid change. If needed, choose whether changes apply to current tenancies and future tenancies, or future tenancies only	Tap [Save]. If needed, choose whether changes apply to current tenancies and future tenancies, or future tenancies only

Note:

• This section supports a maximum of 2 late fee rules.
• Late fee notifications are synced with [Notification Rules].
• [Late Fee], [Offset], and [Refund] charges are excluded from the applicable charge types.
• Depending on the save scope you choose, current tenancies may either follow the latest global rules or keep their existing snapshot.
• On Web, the impact dialog only appears when there are current tenancies still following the current global late fee settings.