Navigate to "Billing" the $ symbol on the left side pane.
Next select "Open Allocation tables" to the right of the property you would like to begin with.
On the right hand side you can see how many utilities are Pending in yellow, Completed in Green, or skipped in Red
Select the "Utility" you want to begin with.
Attaching the bill file is optional:
To maintain compliance and provide full transparency to your Residents, uploaded bills will also be visible through the Resident Portal.
Note: you may want to black out any sensitive information on the bill before you upload it. Any bill you upload will be visible to your Residents.
Enter in the billing cycle "Date Range".
This is shown on the bill copy with a starting and ending date for the cycle in question.
Enter the "Bill Value".
This is the total amount of charges for the billing cycle.
Change the GWD % if needed.
A goodwill deduction (GWD) is a percentage of the total utility bill that is discounted and designed to offset billing and/or occupancy errors. The sum of CAD and any GWD should be 100 or less.
Click "Calculate" and repeat these steps for remaining utilities or properties.
After calculating you can select the drop down "Current unit billing allocation" to see the charges allocated by each unit
