1. In Property Management, from the Setup menu, select Charge Types.
2. In the first available row (indicated by an asterisk * in the leftmost column), type a new charge type ID in the Charge Type column.
   • Note: The charge type ID can be up to 10 characters.
3. Type the Summary Charge Type to use. This is usually the same as the Charge Type, except when you want to summarize specific Charge Types together to appear as one item on the Open Item record. In that case, you will want the Summary Charge Type to be the same for each of those Charge Types. For example:

   Charge Type	Summary Charge Type	Appears as Open Item
   CAM	CAM	CAM
   PARKING	RENT	RENT
   RENT	RENT	RENT

   CAM will be created as its own charge, PARKING and RENT will be summarized into one charge. The Property, Unit, Tenant, Lease, Revision, Charge Date, and Item ID also have to be the same for the charges to summarize.

4. Enter a Charge Description and Payment Description. These are the descriptions that will be used on Charge transactions and Payment transactions for the charge type.
5. The Charge Reference and Payment Reference are optional.
6. Enter the Revenue, Receivable, and Prepayment Accounts for the charge type.
7. Press ENTER to save the new charge type. It is then sorted into the alphabetic list of charge types.
8. Click Close.

You can now add the charge type to your properties and leases as usual. See article 30454 DocLink: How do I add a charge type to a property or lease in Property Management?

If this new Charge Type should be set up as a recurring charge on a lease, refer to article ID 30105 DocLink: How do I add a new recurring charge in Property Management?