Costs
Items and invoices.
Tenant and building journey
Utility statement: record all year, issue at year end
The year-end statement is quick if records are kept regularly through the year. This page shows the process step by step: costs, meters, allocation, review and dispatch.
- German, French, Italian, English
- QR-bill and CHF
- Roles and audit log
Through the year
Incoming invoices are entered by item and building. Meter readings are added at period end by file or by hand.
The system shows a warning list for missing entries.
At year end
The allocation key is chosen, each unit’s share is compared with advances. Management reviews; PDFs go to tenants by e-mail and are filed.
Final responsibility for the figures rests with management.
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 the utility (Nebenkosten) statement usually rests on advance payments (Akonto) and an annual statement. Period, items and deadlines follow your tenancy contracts; no legal assessment is made.
Frequently asked questions
Can I run an interim statement?
Yes; it is prepared the same way for a chosen period.
What happens when a tenant changes?
The statement is split by the relevant period; you define the rules.
Related topics
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