S Swiss Immo Tools
Chapter 22 / 42
🧮

Utility cost statement

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Distribute the operating costs of a rental property across the units on a period basis and settle advance-payment balances.

Utility cost statement
Utility cost statement with allocation keys per position.
  1. 1
    Open the Utility cost statement tool and import the property. Units, quantities and advance payments are pre-filled; suitable standard cost types including allocation key are suggested. If you settle many properties, open them in one go with ↻ Open settlement for all …: for each property the run copies last year's structure — cost types with their allocation key and units with their measures. Amounts, advance payments and days stay empty, because they belong to this period. Existing settlements stay untouched.
  2. 2
    Enter cost positions or import the booked operating costs with 📥 Costs from accounting.
  3. 3
    Per position, choose the allocation key (area, persons, connections, equal shares …). Wastewater/refuse are usually distributed by persons.
    💡 Consumption-based heating/hot-water costs run through the separate heating cost statement (VEWA).
  4. 4
    On a tenant change, “Fill days from the tenancy records” completes the occupied days itself — and reports overlaps or a total that does not match the period. If you settle several properties, use “For all properties …” next to it: the run first shows what would change and only writes on confirmation.
  5. 5
    Generate a PDF per unit and optionally import the balances into accounting.
  6. 6
    After 💼 To accounting, the Accounting block below the units shows for each tenant whether they still owe or have a credit — Record payment posts the receipt to their account. Once all balances are paid, Close statement; the start page then counts it as closed.
Tool from launch: → Utility cost statement

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Launch planned: November 2026

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