Reconcile a levy statement
Check what the body corporate charged against what you recorded, and find the gap.
Start: Levies Result: confirmation that your records match the body corporate, or a gap to investigate.
Before you start
The charges must be flagged as levies. Set that on the charge itself - on the owner’s side or the tenant’s, depending who your lease makes liable.
Steps
- Go to Levies and select the unit and period.
- Enter the total the body corporate actually charged for that unit.
- Compare it with what Domi Vera gathered from your flagged charges.
- Matching totals mean your records agree. A gap means something is missing, doubled, or on the wrong unit.
A levy gap is real money. If the body corporate charged R2,400 and you passed on R2,100, the R300 is coming out of someone - usually the owner, without their knowing. Finding it monthly is the difference between a query and a year-end problem.
What this does not do
It does not read the body corporate’s PDF - you enter the total. And it checks the period total, not charge against charge.
When a gap appears, the component label on each levy charge is how you narrow it down - group by water or admin to see which part drifted.
Related
- LeviesBody-corporate charges on a sectional-title unit. Domi Vera reconciles them against the body corporate's statement — it does not bill them.
- SchemesA scheme is a sectional-title development with a body corporate. Freehold properties do not belong to one.
- UnitsThe unit is where the money is anchored — one owner, one set of books, its own invoices and statements.