Real Property / Chargeback & Invoicing
Chargeback Administrator
Once property and lease costs are entered and approved through the Costs application, Chargeback Administrators can use the Chargeback & Invoicing application to roll up and/or proportionately distribute these costs to internal lines of business or to tenants. As the Costs application works for property owners renting out space, tenants leasing space, or companies owning and occupying their buildings, the chargeback system accommodates these situations by distributing costs according to lease, department, building, property, or account.
As the Chargeback Administrator, you can:
- Use the Chargeback Cost Wizard to generate chargeback costs, view exceptions, approve chargeback costs, and then review the approved chargeback.
- View lease chargeback agreements that are used to make adjustments to the chargeback amount
- View Actual Costs by leases, buildings, properties, accounts, divisions, departments, or business units to see the costs that are available for chargeback. See Viewing Recurring, Scheduled, or Actual Costs by Lease, Building, Property, Account, Division, Department, or Business Unit
Getting Started
Before you can charge back costs, the Business Process Owner must develop:
- Your lease, building, and property background data using the Background Data task of the Leases or Portfolio applications. See Manage Background Data.
- Your cost categories. See Define Cost Categories by Classes.
Before you can generate chargeback:
- The Lease or Portfolio Administrators develop your lease, building, and property data using the Portfolio Edit tasks available from either the Leases or Portfolio applications. See Overview of Tasks for Editing Leases and Portfolio Items.
- The Cost Administrator approves costs for leases, buildings, properties, or accounts, using the Costs application. You generate chargeback using approved Actual Costs. See Cost Wizard: Overview.
See Also
Chargeback Cost Wizard Overview
Chargeback Cost Wizard When Using the Archibus Enhanced Global Feature Set: Overview