Those located in Europe will use the terms Service Charges, where customers located in North America and Asia-Pacific will use the term Outgoings. Those located in North America will also refer to tenants as Leases. For the purpose of this article, we will refer to it as Outgoings and Tenants. For more information on regional terminology, refer to this article or contact support.
Modifying an Approved Budget will cause the existing budget to be archived and a new budget created in its place.
To modify a budget:
1. Select a Property
2. Click Outgoings on the left
3. Click the Budgets tab
4. Select a Budget by clicking the Budget Title or View Button
5. Click on the Modify Budget button
You will be asked to confirm if you want to modify this budget. Click 'Modify Budget' to continue.
The budget will now be available for modifying. It will be placed into 'Draft' status where changes can be made and then approved, in the same way as adding a new budget. See Creating a New Budget
If there are any new tenancies, they can be added by using 'edit allocations', this will add them in at the % loaded against their tenancy record.
Note: A copy of the original budget will be placed in the 'Archived' section of the Budgets page.