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This guide has been reviewed against our global client base and classed as relevant to

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all regions

The year start date for budgeting purposes is set on the estate record

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- a separate financial year start can also be

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set

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1. Year start date

The year start for budgeting purposes is set here

In Year start:

  • Click the calendar icon and select the date

    Changes to this date

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  • are automatically logged in the Activity Feed


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2. Financial year start

The Financial year start can be set differently to the above year start, if required

In Financial Year start:

  • Click the calendar icon and select the date

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3. Service charge invoice frequency

A regular frequency setting can be chosen or custom frequencies set-up

In Service charge invoicing:

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5. Custom invoice frequency

Selecting Custom displays the Invoicing Frequency screen:

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Expand
title5a. Viewing/editing custom set-up
  • Hovering over the Custom link displays a summary of the custom frequency settings
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  • Clicking the Custom link offers the option to View/Edit the custom frequency settings
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  • Changes to this date are automatically logged in the Activity Feed

Info

If you do not have a different financial year start date, then leave this field blank and the Year start date will be used

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The year start date for budgeting purposes is set on the estate record - a separate financial year start can also be set