Budget report for leaseholders (block management)

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

The Budget report is one of a selection of reports available within block management

This report has been designed to be sent out to leaseholders - it allows you to report on selected financial year and can be run for the whole estate or a specific block within it

The report can be produced as a PDF or exported to Microsoft Excel - an option is also available to email all leaseholders a PDF report

1. Select report & report options From the estate record: Click Reports (top right) and select Budget In Report options: Set which Financial year to report on In Block, leave set to All or select a specific block to report on Select whether to Include unpaid invoices in expenditure This will include posted but unpaid invoices Select whether to Include unposted supplier invoices in expenditure Select whether to Include leaseholder charges breakdown The report can be generated as a PDF (see step 2) or exported to Microsoft Excel (see step 3)
2. PDF report Click Print The PDF report will open When the Include leaseholder charges breakdown* option was chosen (in step 1) this will be shown below the first section in the report (see step 3)*
3. Excel report Click Export The Excel report will open
4. Email report to leaseholders The PDF report can be emailed to all leaseholders for the selected estate (providing email addresses for the leaseholders have been entered on the unit records) From the report screen (shown in step 1): Click E-mail An email is created with all leaseholders added to the BCC field (so individual addresses are not visible to other recipients) and the PDF report is attached

Clicking Print on the Manage Charges screen provides a shortcut to creating this report

For information on the Charges/Budgets screen, click here

Knowledge Base

Budget report for leaseholders (block management)

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