Charging Fees in Bulk

Summary

Property Tree allows you to charge Ownership or Property Fees in bulk. This article provides instructions on how to complete this process.

To charge fees in bulk go to:

• Accounting > Fees > Charge Ownership, Property Fee
• Select the Fee Type: Ownership or Property
• Select the fee to charge from the drop down list
• Click on the + to add the fee
• The Find Ownership / Property Search box will now be displayed
• Leave the search box blank and click on 'Search' to display a list of Ownerships or Properties

You will now have 2 options to select profiles: 

• Go through the list and click on each profile you wish to charge the fee to

or

• Click on the 'Select All' icon to the right hand side of the Search Results notation

Once you have made your selection click on 'OK'

The Properties or Ownerships to Charge will now be displayed on your screen: 

• If the fee is not on the profile you will have the option to select 'Click to add fee' and then enter the amount you wish to charge against the Ownership or the Property
• If the Fee is on the profile but have no value entered you can change the fee from 0.00 to the amount you wish to charge against the Ownership or Property.
• If the Fee is on the Profile with a value this will be displayed and you can update it if required or leave the amount as displayed. 
• Click on 'Charge' to finalise charging the fees