Charge Settings
Within your Accounting settings in Street you can manage your charge settings. Street has two types of charges: Built in charges and custom charges.
Built in charges are shown by default but can be hidden if not used while custom charges allows you to set up your own charges to reflect the specific charges your agency applies. Additionally you can set default values and descriptions for charges.
To get started, head to Settings (on the left side panel, at the bottom) > Company Settings > Accounting > Charges.
Note - To access the company accounting settings you will need to be a Company Admin and have a role with the permission 'Allow this user to manage client accounting' enabled.
For more information, see our Roles and Permissions help article.
Adding a Custom Charge
Custom charge types appear alongside system charges throughout Street wherever a charge type can be selected. To add a custom charge, click the Add Charge in the top right.
From here you can set up your charge details including mandatory details:
Charge type name - what the charge will be called across the syste
Charged to - what ledger the charge can be added to (Owner, Tenant, or Contractor)
Payable to - who the charge is made payable to (Agency, Owner, Tenant, or Contractor)
You can also set up some additional option details:
Default amount - optional; pre-fills the amount when the charge is used
VAT rate - optional; set to 0%, 5%, or 20%
Description - optional; additional context for the charge type
Once saved, the custom charge appears in the settings table marked with a building icon to distinguish it from system charge types.
Custom charges can be edited, enabled or disabled, or deleted using the 'edit' button or three dot menu on the right hand side.
Note - A charge type cannot be deleted if it has already been used in a ledger entry.
Setting Default Charge Amounts and Descriptions
As highlighted above, any charge can have its default amount and description set up. When that charge is selected on a ledger it will pre-populate with those details, however the details can always be edited if needed.
To set a default amount and description for a charge type click the edit button on the right hand side of the charge and enter the details.
Both the amount and description are optional fields, meaning you can choose to just set a default amount, or just the description or both. And the clear defaults button will clear any entered details and reset it back to blank.
Disabling a Charge
If there are charges in the list that you do not use you can disable them to remove them from the charges list, and they will be unable to be selected when adding a charge.
Click the three dot menu on the right hand side of the charge and click disable.
Note - Disabling a charge will not impact any already generated charges on ledgers.
To view any disabled charges from the charge settings table tick the 'show disabled charges' button. You can re-enable any disabled charges from the three dot menu on the right hand side.
Adding Charges to Ledgers with Default Amounts and Descriptions
When adding a charge on a ledger that has a default amount and/or description set up, you will see those details appear automatically however these can still be edited if needed.
Additionally, company admins will see a dismissable banner when adding charges letting them know they can setup default amounts for charges.
For more information on adding charges, see this help article.
Street is constantly being updated. This can mean that some of these articles become slightly out of date. If you spot something that looks a little bit different to your Street account, please let us know on the live chat so we can get it updated!