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PM - Recurring Expenses

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10 Votes Status: Requested
Replies: 7 - Pages: 1 - Last Reply: Mar 5, 2021 4:14 AM by: Joe S
Registered: 7/12/16
PM - Recurring Expenses

It would be great if there was an option to automatically add an expense, for example on monthly basis. Thank you!

Chris Hynes
Registered: 10/19/12
Re: PM - Recurring Expenses

Yep, this is on our list!

Registered: 3/26/20
Re: PM - Recurring Expenses

Any update on this?

Ken T
Registered: 8/7/19
Re: PM - Recurring Expenses

Not exactly quite yet, but we did add something helpful - you can now import expenses using an Excel template. This way, you can more easily create/copy (say) a year's worth of routine expenses in Excel using Excel fill tools, and import them into OwnerRez at one go, saving a great deal of time.

Registered: 1/5/20
Re: PM - Recurring Expenses

The import expense options is a great help in the interim... and I'm looking forward to the ability to add recurring expenses!

Lorraine W
Registered: 3/2/21
Re: PM - Recurring Expenses

I am just setting up my account and was searching for how to do this. Such a shame it isn't there already. I need to set up a recurring charge to cover the changeover clean after each booking. We employ our own cleaners so need to take this expense from the owner statement and pay it to ourselves for each booking. We have the ability to do this in our current system, and this is the first thing I've found that OR falls short compared to our current PMS :(

Joe S
Registered: 7/4/19
Re: PM - Recurring Expenses

The functionality to charge on owner statement is there, automatically with each booking. It is set up in "Settings", then "Pricing", then surcharges and discounts, then "create a surcharge or discount", select surcharge from drop down, then you have to do some work at that point to establish if you want it on the statement, how much you want to charge the guests, what properties you want this charge to hit, etc.

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