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Setting up additional fees and categories in User Defaults

Zenya Allen
Zenya Allen
  • Updated

Additional fees and categories can be added in User Defaults so they automatically appear on the Property or Landlord Additional Fees tab when a new record is created.

The additional fee is charged when a date is added next to the fee in the Additional Fees tab.

You're able to:

  • Set up fee categories
  • Set up additional fees 
  • Edit additional fees 
  • Remove additional fees

 Note

You will need access to User Defaults to edit your default settings. These can be accessed by those who have the correct permissions

This article includes: 

Add fee category

  1. Click Defaults on the main menu
  2. Click User Defaults on the dropdown menu
  3. Click on the Fees / Deductions tab
  4. Click on the Property Additional Fees tab
  5. In Fee Categories
    1. Click on the next blank line
    2. Type the name of your category 

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Add an additional fee

  1. Click Defaults on the main menu
  2. Click User Defaults on the dropdown menu
  3. Click on the Fees / Deductions tab
  4. Click on the Property Additional Fees tab
  5. Description - Type a description as you want it to appear on the Landlord Payment
  6. Amount - Add the amount you will be charging, you can leave this blank if necessary
  7. R/S - Select if the fee will be single - S or reoccurring - R
  8. Per - If reoccurring, select the frequency
  9. VAT - Tick to add VAT to the amount, if required
  10. Category - Select the category as set up in the steps above
  11. Tax Category - Select the correct category for your fee

The above steps can also be created on the Landlord by selecting the Landlord Additional Fees tab.

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Delete a category

Providing the category isn't in use, you can delete it from the list of categories. A warning message will appear if the category is in use.

  1. Click Defaults on the main menu
  2. Click User Defaults on the dropdown menu
  3. Click on the Fees / Deductions tab
  4. Click on the Property Additional Fees tab
  5. In Fee Categories
    1. Click on the category name which you want to remove
    2. Click the black arrow on the end of the line
    3. Press Delete on your keyboard
    4. Click Close to save your changes

Delete an additional fee

Providing the additional fee isn't in use, you can delete it from the list of fees.

  1. Click Defaults on the main menu
  2. Click User Defaults on the dropdown menu
  3. Click on the Fees / Deductions tab
  4. Click on the Property Additional Fees tab
    1. Click to highlight the fee you want to delete
    2. Press Delete on your keyboard
    3. Press Tab on your keyboard to move to the next field
    4. Press Delete on your keyboard
    5. Repeat until all fields are empty, except the Tax Category which cannot be removed
    6. Click Close to save your changes

If you want to add additional fees individually or charge an additional fee to your Landlord, you can do so.
For more information on How do I charge an additional fee to a Landlord, click here