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Set Up Your Management Fees in Bulk
Set Up Your Management Fees in Bulk

Edit management fees in bulk instead of one by one.

Samuel avatar
Written by Samuel
Updated over a week ago

Overview

It is now possible to edit your management fee settings in bulk as opposed to doing it one by one instead of on a property-by-property bases. We can now do this through the new Management Fees Report.

Note: Management Fees are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

The Steps

  1. To set up management fees in bulk, click Reports on the main menu and then click Management Fees Settings Report under the Business Overview section.

  2. On the Management Fees Settings Report page, you will see a list of all the properties you are managing. You'll notice that the properties with management fees enabled will have information filled in while those that do not will be blank.

  3. Select the properties you want to change or add management fees for by using the checkboxes. (Note that all the properties you select will all share the same management fees you are about to set.)

  4. Once you select the properties to edit, you'll see a link that reads, "Edit Management Fees." Click the link.

  5. You will see a warning if these properties have different management fee settings. It reads: "The selected properties have different management fee settings. Are you sure you want to edit their settings to be the same?" You can click Keep Editing to continue if you want to make them all the same.

  6. The Property Management Fees window will now be open. If you are trying to turn on Management Fees, toggle "Enable management fee for this property" to the on position. If you're trying to turn it off, toggle the setting to the off position.

  7. If toggled on, you'll be asked to use the company-default management fee structure or to use property-specific management fee structure. Use the company default option if you want it to follow the default rule, or use the property-specific management fee structure if you want to give these properties their own management fee structure.

    For a refresher on setting management fees, you can check out this article here.

  8. Click Save when you're done.

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