CMS - How To: Add Manual Additional Recoveries

Created by Mienette van Heerden, Modified on Thu, 13 Jun, 2024 at 2:16 PM by Glennise Pretorius

1. Additional Recoveries on the Billing screen

1.1 Recurring Additional Recovery

Navigation: Community Level > Finance > Billing > Run Billing

On the billing screen, the additional recoveries will be added on the far right under the heading Additional. By clicking on the blue plus button an additional recovery can be manually captured. Please note if there is no final billing date this additional recovery will be a recurring recovery until removed from the billing screen.

Important: When any additional recoveries are added or removed it is vital to scroll down in the bottom right corner to click on Save Additionals before running the billing. If an additional is not saved it will not be included in the billing run.

Once an additional recovery has been saved a white block will appear around the additional.

1.2 Once-Off Additional Recovery

Navigation: Community Level > Finance > Billing > Additional Recoveries

On the billing screen, the additional recoveries will be added on the far right under the heading Additional. By clicking on the blue plus button an additional recovery can be manually captured. If there is a recovery which is only for a certain period or a once-off. There is also the option to include a final billing date for the additional recovery.

It is suggested to make the final billing date the day after the last billing run this payment should have been included.

For example the additional recovery should reflect for the last time on the 1st of January 2023. So the final billing date is the 2nd of January and by midnight that additional recovery will automatically be removed from the billing screen.

1.3 Community Additional Recovery

Navigation: Community Level > Finances > Run Billing > click on the below hyperlink

This method is used when there is an additional recovery that applies to every unit within the community.

If there is a special levy or any form of recovery applicable to all the units the amount can either be:

Per Unit: the total amount which is captured will be applied to each unit.
Split by PQ: the total amount which is captured will be split via PQs
Split Evenly: the total amount that is captured will be split evenly between the number of units

There is also the option to include a final billing date for these additional recoveries.