You can track capital improvements and other expenses by unit. For example, you could link a bathroom or kitchen remodel to the correct unit, or you could link repairs and maintenance to the units that incurred the expenses. If you track expenses by unit, you can be aware of units with excessive expenses, and take appropriate measures.
When you record an expense, you can enter the unit number, and when you run financial reports, you can filter by unit number.
Setup at the Company Level
Open the Company Settings screen.
Click the Edit
icon.
Select the checkbox for Track Expenses by Unit.
Click Save.
To enter unit numbers for expenses
On the Payable screen, there is a Unit field on each line in the detail section.
You can enter a unit number for each line item.
The Unit field also appears in the detail section of invoice registers and journal entries.
To see unit expenses on financial reports
When you run financial reports, you can select a unit number in the Segments section of the filter.
Click Display to view the report.
The report includes transactions that were created with that unit number. In this case, it shows one for painting and one for repairs.
The unit number appears at the top of the report.
