Apportioning charges

Owned by Fiona Wilson
Last updated: Jun 17, 2022
3 min read

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

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 - the Apportion Charges screen allows the apportionment to be viewed and edited - the information can also be exported to Microsoft Excel

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

 

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

 

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

  • 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