This tab displays all of the approved lines from the
Cost Ledgers that have not already been flagged as recovered, as filtered by the parameters, as well as lines that you add locally to the table. Using this tab you can bill each cost line to one or more tenants. Each cost appears as a line in the table. Each line in the table contains one or more sub-table lines and each sub-table line signifies that the cost is eligible to be passed through to a tenant. Eligibility is based on the choices you made when defining lease charges using the
Escalations section of the
Lease Charges Details Dialog. The selected sub-table lines will be generated as
Tenant Invoices. While the Filter button can automatically select charges and pass-throughs for you, these features make this tab even more powerful:
-
You can select which costs to keep in the batch or not. (This flags them as having been recovered so they aren’t included in future batches.)
-
You can add cost lines to the table yourself
-
You can select which tenants will be charged for each cost
-
You can accept the calculated recovery amounts or adjust them line by line
 WHAT TO POST SECTIONUse this section to filter the table. the document type multi-select dropdown lets you select the sources of the costs that will be passed through to tenants.
|
|
 RECAP SECTIONRead only.
|
|
 INCLUDE ... CHECKBOXIf checked, lease charges tagged as "estimated" in the Lease Charges Tab will be included. |
|
 FILTER BUTTONClick the button to apply the filters and refresh the table and recap fields.
|
|
 TABLE TOOLBAR
|
|
 COSTS TABLE
-
Line # Field - Read only. -
-
Operating Project Field - Read only. If there is an operating project selected for the location it appears here.
-
Document Field - The Description field from the source record of the cost
-
Document Type Field - The type of PMWeb record from which the cost came
-
-
-
-
-
-
-
-
|
|
 RECOVERIES SUB-TABLE
-
Post Checkbox - If this box is checked this line will be added to a tenant invoice when the administrator batch is posted. -
Location, Lease, Suite, Tenant, and Post Every Fields - Read only. Fields from the lease. -
-
-
-
-
-
Recovery Amount Field - Default is Quantity times Unit Cost but may be edited. If you edit this field, Unit Cost is recalculated as Recovery Amount divided by Quantity. Click the button in this field to open the Recovery Details Dialog.
-
-
-
Charge System ID Field - Read only. A numeric ID assigned by PMWeb.
|
|
