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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

When charges have been set up (as outlined here), they are evenly split across all blocks and units by default. The Apportion Charges screen allows the apportionment to be viewed and edited. The information can also be exported to Microsoft Excel.

This is all carried out via the Manage Charges screen.

1. Accessing the Manage Charges screen

From the estate record:

Click Charges/Budgets button (top left)

The Manage Charges screen is displayed

2. Apportion Charges screen

Click Apportion Charges tab
Charges are equally split across all blocks and units - showing the total amount for the block and then the individual units - see steps 3 & 4 for information on how to reduce/remove the charges
Percentages can be changed to fixed amounts - see 3a
Hovering over a percentage figure displays what that percentage amounts to
Or, when using a fixed amount for a charge, the percentage of the fixed amount is displayed (see 3a)

3. Removing/reducing a charge on an individual unit

Hover over the charge to remove/reduce

An edit icon will be displayed beside it
Click the edit icon
Enter 0 to remove the charge

OR
Enter the reduction amount

This can be entered as a percentage or a fixed amount, see 3a
Click tick icon to save

The remaining charges for that type will be recalculated to take into account the removal or reduction just carried out

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title	3a. Entering reduction as a percentage or a fixed amount

While in edit mode:

A percentage symbol is displayed, click this for the option to Change to fixed amount
Enter fixed amount and click the tick icon

The figure is displayed, hovering over it displays it as a percentage value

4. Reducing a charge on a block

A charge for a whole block can be applied

Click into the figure for the block

Follow instructions in step 3 to remove or reduce the charge

4a shows the block reduction in place

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title	4a. Block reduction

Once the block reduction figure is saved, the charges for the rest of the estate are recalculated

5. Reset charges to default

Once changes have been made to individual charges, they can be reset to the default

Hover over the charge to reset
Click the reset to default icon

6. Exporting the charges to Excel

Click the Print icon (top right)

Excel will open showing the exported Apportion Charges content

7. Charges shown on unit screen

Once charges are setup, they are broken down and displayed on the individual unit records (bottom left)
For further information on the individual unit record, click here

Image Added

Click the arrow beside the charge type to display more detail
Hover over a charge to see the percentage figure
Total charges for the unit is displayed at the bottom of the screen

Versions Compared

Old Version 4

New Version 5

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