How To Set Up Default / Global Recurring Charges

This article will show you how to configure a default set of recurring charges. These recurring charges will then be pre-filled for you as you are creating a financial lease during the move in process

  1. Navigate to the Global Settings section of your Rentvine account
    1. Click on your name in the upper right corner
    2. Click on Settings from the drop down menu
  2. Under the Accounting section, click on Recurring Charges
    Screen Shot 2021-09-16 at 3.51.07 PM
  3. On the right side, click on the green New Default Recurring Charge button
    Screen Shot 2021-09-16 at 3.52.34 PM
  4. In the Add Recurring Charge screen, fill out the fields below
    1. Select the Charge Account from the drop down menu
    2. The Description will pre-fill based on the name of the charge account, but you can adjust this if needed
    3. Enter in an Amount if the amount for the charge is typically consistent among all or most of your leases. This is not a required field, so you can leave this field blank, and enter in the amount at the time of the lease creation. You will also be able to adjust this amount if you do enter in an amount at this time
      Screen Shot 2021-09-16 at 3.54.16 PM
  5. Click the green Save button

  6. The next time you create a financial lease (Move In process), the recurring charge(s) you just created will appear on the Recurring Charges screen automatically, along with a recurring charge for your rent account

You do not need to create a default recurring charge for Rent.  The Move In process already includes that recurring charge.