Overview
Use the Charge Amounts import to add new charge amounts to recurring charges on existing leases.
This process does not create a new recurring charge. It adds charge amounts to an existing recurring charge identified by the lease, Item ID, unit, and bill-to tenant.
Open The Import
Navigate to Tasks > Manage Leases > Leases.
From the Leases list, open the Import menu and select Charge Amounts.
The FlatFile window opens with the Charge Amounts worksheet.
Import Fields
Complete the following fields:
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Property Name
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Unit Name
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Tenant Name
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Lease Name
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Item ID
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Effective Date
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Amount
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Frequency
The available Frequency values are:
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Monthly
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Weekly
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Bi-weekly
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Quarterly
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Semi-annually
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Annually
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One Time
Identify The Existing Recurring Charge
SIRE uses the following information to locate the recurring charge that will receive the new charge amount:
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Lease Name
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Item ID
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Unit Name
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Tenant Name
The corresponding recurring charge must already exist on the lease.
Submit The Import
Complete the records in the FlatFile window and submit the import.
The import requires all fields to contain valid values before submission.
SIRE processes the submitted records in the background and sends a notification when processing is complete.
Validation
A record can fail validation when:
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The lease does not exist.
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The recurring charge matching the lease, Item ID, unit, and tenant does not exist.
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The same charge amount already exists for the recurring charge with the same Effective Date and Frequency.
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Duplicate records are included in the same import.
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The recurring charge already contains a One Time charge amount and the imported charge amount uses a different frequency.
Records that fail validation are not saved.
Processing Behavior
For successfully processed records:
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The charge amount is added to the matching recurring charge.
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The Effective Date, Amount, and Frequency are saved.
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If the imported Frequency differs from the frequencies already associated with the recurring charge, SIRE creates a separate recurring charge with the imported frequency and effective date.
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A recurring charge with a One Time frequency is not combined with recurring charge amounts using another frequency.
Verify The Imported Charge Amount
After receiving the processing notification:
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Navigate to
Tasks > Manage Leases > Leases. -
Locate the lease included in the import.
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Open the lease for editing.
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Open the Recurring Charges tab.
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Locate the recurring charge with the imported Item ID.
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Select Charge Amount.
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Confirm that the imported Amount, Effective Date, and Frequency appear in the charge amounts list.
If the imported Frequency differs from the existing recurring charge frequencies, review the separate recurring charge created for that frequency.
Frequently Asked Questions
Does This Import Create A New Recurring Charge?
No. It adds a charge amount to an existing recurring charge. A separate recurring charge may be created automatically when the imported frequency differs from the existing charge amounts.
Which Recurring Charge Receives The New Amount?
SIRE matches the recurring charge using the Lease Name, Item ID, Unit Name, and Tenant Name.
Can I Import A Charge Amount For A Lease That Does Not Exist?
No. The lease must already exist in SIRE.
Can I Import A Charge Amount For A Recurring Charge That Does Not Exist?
No. The recurring charge identified by the lease, Item ID, unit, and tenant must already exist.
Can I Import The Same Effective Date And Frequency More Than Once?
No. A duplicate charge amount with the same Effective Date and Frequency is rejected.
Can I Add A Recurring Frequency To A One Time Charge?
No. When a recurring charge already contains a One Time charge amount, another frequency cannot be added to that recurring charge.