3.06 Creating booking rules per HOA

In Vera you can create booking rules, these will be used to easily and automatically assign a division for your co-owners to an invoice. Vera always thinks about how we can make the life of our customers easier and that is why we also implemented a feature to automatically accept and book an invoice.

This is what will happen if you have created a booking rule: if an invoice is received from supplier 'x' the invoice will automatically be booked on GLA 'y' and division key 'z' will be used for division. You also have the option to choose multiple GLAs with linked division keys. Furthermore if you choose to automatically accept the invoice, the invoice will be automatically booked and ready to pay.

Please follow next steps to create booking rules:

1. Navigate to the menu item "Buildings"
2. Open the building you want to input booking rules for
3. Click on the top right side on the blue button "HOA Management"
4. Scroll down to the card "Booking rules"
5. To create new booking rules, please click on the "+"

• Please fill in the following information:
  • Supplier: from what supplier
  • Description: please fill in the description of the booking rule
  • GLA: please select the GLA the invoice should be booked on, here you can choose to select multiple GLAs. 
  • Percentage: what percentage of the invoice should be linked to this GLA? 
  • Division key: you can link a division key to the chosen GLA. 
  • Identification: what is the unique identification? 
  • Automatically accept the invoice