UDC line setup in Referral Fee Unit
A Referral Fee UDC line should be setup in each unit that contains a Referral Reservation.
Using the Account Research report, review the Referral Fee Liability account and post UDC lines accordingly per period. This will remove the liability and allow a check to be processed for the Referral Agent.
UDC line setup in Referral Fee Unit
To list as a Unit expense, post the Referral Fee as a Unit Direct Cost.
Monthly, run the A/P > Batch Posting process for “Referral Fee” service types. Using an occupancy report or similar report, post the Referral Fee amounts.
Since the Referral Fee is posted to an expense account, the ADR will not be affected since expenses are not included in ADR calculations. If this should be included in the ADR, including will reduce the ADR, the Referral Fee account should be included in the ADR accounts in Program Settings.