Automation Settings for Tenant Charges

Automation will only apply to rental and other tenant charges that are tick to be automatic. User can decide on each lease and charge to enable automation or process manually. (see Tenant Expenses Automation: Rental & Additional Charges) 

• Automatic charging is conducted daily at 2am SAT (12pm UTC).
• If a charge is set for a date that has already passed, the system will automatically process these charges during the next run to keep them up-to-date.
• On the automation settings page, you can set the auto charge to occur a certain number of days before the first statement date. If the first statement date on your new charge has already passed the set auto charge prior date, PropWorx will still process this charge in the upcoming run. The charge will be applied to the first statement date, regardless of any prior dates set up.

1. Click Settings on the Main Menu.

2. Click Automation

3. The automation screen consists of two sections:

1. Automation (for default charge selection when loading charges) – optional
2. Charge Processing in Advance

Optional: Automation Default

1. To set all charges as default when loading, click Edit and enable Default Auto Charge under the “Automation section”.

2. Choose the Default Charge Frequency:

1. The default frequency will be applied to the entire database.
2. The user can override the charge frequency for each individual customer file (under the lease tab) and/or specific expense charges (under tenant expenses).
3. To disable auto charge, click on the toggle to grey it out. This will disable the automation for charges loaded on files and expenses.
   

3. Click Save Changes to save the updated automation settings.

Charge Processing in Advance

1. To set all charges as default processing in advance, click Edit and set the number of days for Charge Processing in Advance for each charge frequency.

1. Select the number of days for automation to process the charges.
2. If the number of days is not set, PropWorx will not know when to process the charges to the tenant statements.
   

2. Click Save Changes to save the updated automation settings.

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• Tenant Expenses Automation: Rental & Additional Charges

  For Automation to occur, ensure the automation processing days in advance is set up (see Settings: Manage Automation of Tenant Charges) Automatic charging is conducted daily at 2am SAT (12pm UTC). If a charge is set for a date that has already ...

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