Overview
This article explains how to assign one time fees to units in a facility using the Unit One Time Fees template. Download the template, set a fee occurrence, Move-In, Move-Out, or Transfer, for each unit, and import the completed file to apply the fees in bulk.
Prerequisites
Before you start, confirm the following are in place. These conditions are configured at the Corporate level and cannot be set from the Facility level.
A fee with the occurrence type One-Time exists at the Corporate level under Fees. The fee can be fixed, marginal, or percentage. The occurrence type matters here, because only fees with that type will appear in the downloaded template.
The fee is assigned to the facility that contains the units you want to update.
Your role has the Assign Fees permission under Unit.
Step 1: Download the Unit One Time Fees Template
On the facility's List of All Units page, download the CSV Unit One Time Fees template which you will populate.
Navigate to the facility that contains the units you want to assign fees to.
Click Units in the sidebar menu. The List of All Units page opens.
Navigate to the Export Data or Templates button and click it.
Select Unit One Time Fees from the drop-down menu. The template downloads to your device.
List of All Units page with the Export Data or Templates button and Unit One Time Fees option highlighted
Step 2: Fill In the Template
Open the downloaded template and set a fee occurrence for each unit.
Open the downloaded template in your spreadsheet application.
Enter
MoveIn,MoveOut, orTransferin a fee column to set when that fee applies to the unit.Save the file in CSV format.
ℹ️ Info: Enter MoveIn, MoveOut, and Transfer exactly as written, with no spaces and matching capitalization. Values that do not match these exactly are not recognized when you import the file.
💡Tip: To apply the same fee at more than one occurrence, enter the values in a single cell separated by a semicolon and no space, for example MoveIn;Transfer.
Step 3: Import the Completed File
Upload your completed template back into QuikStor to start the unit import.
Return to the List of All Units page.
Navigate to the Import Data button and click it.
Select Unit One Time Fees from the drop-down menu.
List of All Units page with the Import Data button and Unit One Time Fees option highlighted
The Import Data modal opens. Drop the completed CSV file into the import area.
Import Data modal with Drop your CSV file here or browse option highlighted
Click the Upload File button.
Import Data modal with the Upload File button highlighted
ℹ️ Info: The Import Data modal contains section "Need a CSV template? Download template to get started." and a Download button. Clicking the download button is another way to download the Unit One Time Fees template. You can do this if you want to skip Step 1 above.
Step 4: Review and Approve the Import
Review the uploaded data and confirm the changes before they are applied.
Review the on-screen table and confirm every unit has the correct fees assigned. Edit any value if a correction is needed.
Click the Upload CSV button when the data is correct.
On-screen table where fees are assigned to certain units and with the Upload CSV button highlighted
Select Approve Import in the approval modal. The message “Unit One Time Fees assigned successfully.” appears, confirming the fees are assigned.
Approve Unit One Time Fees Import modal with the Approve Import button highlighted