Using Breeze, you can create charges for special assessment. If you enter a base charge amount, Breeze will calculate the appropriate amount for each unit, based on the percentage of common ownership or the number of shares. You can also distribute the amount evenly or enter a flat amount for each unit.
To create charges for a special assessment
Go to Accounting > Accounts Receivable > Fee Increase > Special Assessments.
Complete the filter.
Property | Select a property. |
Distribution Method | Even: Divide the amount evenly among the owners. If Amount = 100 and there are ten owners, each owner will be charged 10. Flat: Charge each owner a flat amount. If Amount = 100, each owner will be charged 100. None: Enter the amounts for each owner separately. If Amount = 100, when you click Calculate, there will be no distribution of the amount. The amount for each owner will be zero, and you will have to enter the amount for each owner separately. % Common: The amount will be divided according to the % Common field on the unit records. To view the percentages, you can open the Units tab of the Property screen. Note: If the Property Type is Co-op, this field label changes to Shares. |
Amount | Enter the amount. Note: The way the amount is calculated depends on the Distribution Method. |
Charge Code | Select the appropriate charge code for the assessment. |
Charge Date | Defaults to today's date. Change it if needed. |
Post Month | Default to the current month. Change it if needed. |
Notes | Notes entered here will appear on the individual charges. |
Filters | Using the Filters field, you can save the contents of the filter and re-use it later. For example, you create special assessments on a regular basis for a given property. You can save the details once and then use them again for subsequent assessments. |
Click Calculate. The lower half of the screen displays a list of owners and the charge for each one.
Review the charges. You can edit the amounts if needed.
Click Post. Breeze creates an unposted charge batch.
To post the batch, click Unposted at the top of the screen. The Charge Batch screen opens, where you can review and post the batch.
A sample charge is shown below.
The Notes field on the charge contains the text that was entered in the Notes field of the Special Assessments filter.
Note: Special Assessment can be customized by having the distribution method set to none and entering in an amount in the amount field.