Setting up management fees

A management fee rule turns “we keep 10% of rent” into something calculated for you every month, instead of a manual expense you have to remember to create.

1. Create a rule

Open the owner from Users > Owners, find the Management Fees card on their page, and click Add rule:

• Property — which property this rule applies to
• Fee type — Percentage, Flat, or Hybrid (both)
• Percentage (for Percentage or Hybrid)
• Owner rent-basis share (for Percentage or Hybrid) — what portion of this property’s collected rent belongs to this owner. For a property with a single owner, that’s the whole thing; for a property split between co-owners, it’s their share
• Flat amount (for Flat or Hybrid)
• Monthly generation day — when the fee calculates each month

Click Save rule.

2. See what it’s generated

Each rule shows its status, a plain-language summary of the formula (like “8.00% of 100.00% owner-share collected rent”), and when it last ran. A run history table below the rules shows every past calculation — the rent it was based on and the fee it produced.

Note

Fee runs happen automatically each month on the generation day you set — there’s no button to trigger one by hand. Each run posts as an expense against the property, same as any other cost, so it shows up in that property’s financials too.

3. Change or end a rule

Click Revise on an existing rule to change its terms going forward — past runs keep whatever terms they actually calculated under, so this doesn’t rewrite history. Click End to stop the rule (with a confirmation first); it stops after the current full month, and nothing already generated is touched.

Afterwards

• Adding an owner — the owner’s ledger reflects fees deducted here.
• Closing the books each month — management fee expenses flow into the same period close.