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Set up management fees

Create percentage or fixed fees, choose when they post, and set your company default.

  1. Open System Settings → Management Fees and select Edit Table.
  2. Enter a descriptive fee name that matches your management agreement.
  3. Choose Percent or Amount in the Basis field, then enter the agreed rate.
  4. Choose the appropriate Charge Upon setting: No Rent, Rent Collection, or Rent Posting. Confirm the intended behavior with support before applying changes to active accounts.
  5. Select Save Changes.
  6. To set the company default, open System Settings → Company Settings → Accounting, choose Edit Record, and select the Management Fee under Owner Defaults. Save the record.
  7. For a property-specific fee, open the property's Owner tab, choose Edit Record, select an existing management fee, and save.

Review the next affected transaction after changing a fee. Do not delete a fee used by active records without checking the impact with support.