Adding financial information for block management

Create/edit charges & set budgets

How to create and add charges, ground rent, reserve funds and management fees to an estate record via the Manage Charges screen

Setting up a Direct Debit (block management)

To allow for collection of service charges, Direct Debit can be set up per unit

Service charge invoice frequency settings

Service charge invoicing frequency is set up on the main estate record - set intervals can be chosen or custom payment frequencies can be set

Apportioning charges

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