Those Re-Leased customers located in Europe will use the term Service Charges, whereas customers located in North America and Asia-Pacific will use the term Outgoings. North American customers will also refer to tenants as Leases. For the purpose of this article, we will refer to these terms as Outgoings and Tenants. For more information on regional terminology, please read this article or contact support.
This article explains how the Income to Area tab of a budget by area works.
Customers who have tenancies that occupy multiple areas need to specify the areas where their income should be allocated.
- When a budget is in an Approved state, an additional tab titled "Income to Area" will appear
- The list that is shown will only be accessible for tenancies that occupy multiple areas. You can use the "Auto Populate All" feature to automatically populate the amounts on the list. This function scans the descriptions of each line item and attempts to extract the relevant areas to auto-populate them.
- You may split a line item across multiple areas by selecting more than one option in the Allocated Areas input.
- The Invoiced amount per line item needs to be allocated per area selected. This value is fully allocated across the selected areas.
Things to note
- If auto-populate does not add in areas and associated totals, it is most likely that the description column did not contain any area names.
- You will see a warning notification if a line item total has not been fully allocated across the selected areas.
- If you do not see any income in this tab, it may be because you only have tenancies in the budget that occupy a single area, or you have not yet recorded any income against tenancies that occupy multiple areas.