In Breeze, you can increase owner fees by a flat amount, by a percentage, or by % Common Shares.
To increase fees
Go to Accounting > Accounts Receivable > Fee Increase.
Complete the screen.
Property | Choose a property. |
Unit/Owner | You can filter by Unit or Owner. |
Person Type | This field allows you to specify Primary Owners and exclude other occupants if needed. |
Filters | Using the Filters field, you can save the contents of the filter and reload it later. |
Charge Code | Select Fee as the charge code. |
Fee Increase Effective | Enter a start and end date for the new charge. |
Calculation Method | Flat: Increase the fee by a flat amount. % 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. % of Fee: Increase the fee by a percentage of the current amount. |
Amount | Enter the amount of the increase, either a flat amount or a percentage. |
Rounding | The drop-down gives you three options for rounding: Up, Down, and Standard. If you select standard, it will round to the nearest value. For example, $5.27 will round to $5.00, and $5.88 will round to $6.00. |
Round To | Choose the decimal place you want to round to. Typically, fees are rounded to the nearest 1.00. |
Click Display.
Breeze displays the fee increase.
If you want to exclude an owner from the fee increase, select the Exclude check box.
Click Save. Breeze increases the fees.
To view the fee increase
Go to the owner screen and click the Scheduled Charges tab.
Breeze displays the fee increase.
To add a Fee End date
Click the Fee End tab on the left-hand side of the Fee Increase screen.
Complete the screen.
Property | Select the property for which you want to end the scheduled charge. |
Unit | You can filter the results by unit. |
Owner | You can filter the results by owner. |
Charge Code | Select a charge code. |
Fee End Effective MM/YYYY | Enter the date you want the charge to end on. |
Click Display.
If you want to exclude an owner from the Fee End, select the Exclude check box next to their name.
Click Save.
Breeze displays the end date on the Owner screen under the Current Scheduled Charges tab.
