H-4Help center
CAM, tax and insurance recoveries
Estimates, monthly billing and the year-end reconciliation, with every line traced to its evidence.
Set up once
For each property, choose the pools (CAM, real estate tax, insurance) and which accounts feed them. Each tenant's share, base year, caps, exclusions, gross-up and admin fee come from their lease abstract and can be edited.
The reconciliation
- 1Pull the year's expenses from the books.
- 2Review the flags: non-recoverable items, capital items, duplicates, out-of-period bills, cap breaches. Each flag opens the invoice and the lease clause.
- 3Accept or remove lines, then check each tenant's waterfall.
- 4Approve, then send each tenant their statement with the backup package.
Checking a landlord
Tenant audit mode reads a statement you received and checks it against your lease.