Note: If you need to exclude late charges for certain charge types on only specific late charge Steps (i.e. include on Step 1 but exclude on Step 2), then do not use this article and instead refer to How do I exclude a charge type from being assessed specific late charges in Property Management? (exclude from specific late charge steps) Clear the Subject to Late Chgs box on the Lease Charge Controls for each charge type that should not be subject to late charges: - PM Tasks, Manage Leases, Change Lease.
- Select the lease.
- Select the Chg Controls tab.
- For each charge type where late charges should not be evaluated, clear the Subject to Late Chgs box.
- Repeat steps 2 through 4 for each lease that needs to be changed.
- Click Close when finished.
This setting is not retroactive. It will only apply to new charges that are created. Continue with the following steps to update existing charges. Clear the Subject to Late Charges box on existing charges that should not receive a late charge: - PM Tasks, Change Entries.
- Select the Tenant Transactions tab.
- Select the appropriate filters and/or conditions to get to the transactions on the lease, then click Find.
- Note: Not every field is required for the filter. Select only what you need to find the transaction(s).
- Find the charge, then click Edit.
- Click the Miscellaneous tab.
- Clear the Subject to late charges box.
- Click OK.
- If you have other charges to select, for this lease, repeat steps 4 through 7 for each charge.
- Click Close when finished with the lease.
- If you have other leases to correct, repeat steps 3 through 9 for each lease.
- Click Close when finished.
Optional: Clear the Subject to Late Chgs box on the Property Charge Controls to make this the default settings when new leases are created: - PM Setup, Properties.
- Select the property.
- Select the Chg Controls tab.
- Clear the Subject to Late Chgs box for each charge type that should be subject to late charges. This will become the default setting when new leases are created for this property.
- Repeat steps 2 through 4 for each property that needs to be changed.
- Click Close when finished.
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