How do I record an expense for something I purchased for the property for maintenance or repairs?

Austin Schaeffer
  • Updated

If a transaction for a maintenance need has occurred on your rental property, you can record it within Hemlane. This will allow you to accurately track expenses under one system. 

 

To request or record an expense for a property maintenance item purchased outside of Hemlane:          

Step 1: Select the Financials tab from the left side main menu

Step 2: Click "Track offline transactions" 

 

Step 3: Follow the steps to fill in the payment details
The form includes details such as:
- Property address (and unit, if applicable)
- Money Out or Money In (is the payment being paid from you or to you?)
- Payment details (amount, paid date, category, memo, invoice uploading/receipt uploading options)
 
Step 4: Click [Add] when you are ready to record your payment 
 
Please note:
If you would like to record the payment as paid to a user not on Hemlane, please select 'Other' for an editable/typeable line to appear and allow you to type in the name of the user (or business) who received the payment.
 

 

    Note: You can create a subcategory to record specific transactions for your records

 You can view the full step-by-step instructions on our article
"How do I create and use subcategories?".


To create these subcategories, click into the 'Settings' section in the Financials tab and click on "Add a Subcategory" at the top-right corner of the sub-categories page. 

 

Then enter the sub-category you would like to add, as well as the primary category that this will be associated with. 

               

Once the subcategory is created, it can be found in the drop-down menu when selecting a 'Payment Category' during the payment request creation!

 

 

 

 

    

Manually record, offline payment, manual payment, maintenance expense, expense, record 

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