Remove Event Driven Ownership Statement/Payment Fees in Bulk
Having the ability on the Ownership Payment screen to waive any Fees in Bulk (e.g. Admin Fee), for any fees charged by an Event such as Ownership Statement / Ownership Payment.
That would for example allow to create Mid-Month and EOM Owner Statements, however only charging the one Fee amount in total at the EOM.
That will solve the issue of either having to split the fee amount (half at Mid-Month, half at EOM) or charge the total fee amount manually.
It will also help remembering having to manually remove the fee in case of a one-off statement without a charge.
The Managing Agency Agreement lists the total fee amount per statement or per month, therefore we would like to be able to charge the fee the same way in Property Tree.
The I&E summary report already has a similar feature.
Pam Hatwieger
shared this idea
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Pam Hatwieger
commented
Suggestion: have a tickbox to charge/not charge an event driven fee (Ownership Payment, Ownership Statement)
Also, a SORR process requires owner statements to be created. But that is often just a formality, and fees do not actually need to be charged. So, if event driven fees are setup against profiles, they will have to be manually removed one by one (we can't remove them completely from the profiles, because they need to move across, and profiles have different fee amounts). Depending on the size of the rent roll, this is a very time consuming process.