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This guide has been reviewed against our global client base and classed as relevant to |
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When charges have been set up (as outlined here) via the Manage Charges screen, they are evenly split across all blocks and units by default
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- the Apportion Charges screen allows the apportionment to be viewed and edited
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- the information can also be exported to Microsoft Excel
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1. Accessing the Manage Charges screen From the estate record: |
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2. Apportion Charges screen |
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- 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)
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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 |
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| While in edit mode: - A percentage symbol is displayed, click this for the option to Change to fixed amount
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- Enter fixed amount and click the tick icon
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The figure is displayed, hovering over it displays it as a percentage value
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4. Reducing a charge on a block A charge for a whole block can be applied |
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| Once the block reduction figure is saved, the charges for the rest of the estate are recalculated
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5. Reset charges to default Once changes have been made to individual charges, they can be reset to the default |
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6. Exporting the charges to Excel |
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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 AddedClick 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
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When charges have been set up, they are evenly split across all blocks and units by default - the Apportion Charges screen allows the apportionment to be viewed and edited |
