Costs
Items and invoices.
Management feature
Utility cost statements: costs entered, allocated, PDF produced
In the annual utility statement, collecting invoices, meter readings and allocation keys separately takes time and invites errors. The system records costs, allocates them by key and produces a statement per tenant.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Statement flow
During the period costs are entered by item and building. At period end the allocation key is chosen; the system compares each unit’s share with advances paid.
Additional payments and credits are shown separately.
Review and dispatch
Management reviews the statement before sending; units with differences are flagged. The PDF goes to the tenant by e-mail and is attached to the unit record.
The accuracy of the figures remains the management’s responsibility.
How we work
- 1
Clarify the need
By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.
- 2
Build and connect
We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.
- 3
Test and launch
We test every flow with realistic cases, train your team and go live only when it is right.
Swiss-specific points
In Switzerland heating and ancillary costs usually run through advance payments and an annual statement. Calculation rules and allocation keys follow your contracts and your management practice; no legal assessment is given.
Frequently asked questions
Can meter readings be imported?
Yes; by file or manual entry, the format is clarified with you.
Can several allocation keys be used?
Yes; a separate key can be chosen for each cost item.
Related topics
Rent and fee collection
Rent and fee collection: automatic invoices, QR-bill, payment matching, arrears tracking and reminders for Swiss property managers. Quote by e-mail.
Learn moreDocument archive
Property document archive: contracts, minutes, plans, insurance and invoices in one place. Role-based access and search. Quote by e-mail.
Learn moreUtility statement journey
Utility statement process: cost entry, meter readings, allocation, review, PDF and tenant e-mail. Step by step, for Swiss managers. Quote by e-mail.
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