Those located in Asia-Pacific will use the term Trust Account, where customers located in Europe will use the term Client Account. For more information on regional terminology, refer to this article.
It is possible to Roll Over a budget to save re-entering the information for a new period. Cancelled tenancies are not included in the new budget.
Head to the Property > Outgoings > Budgets > Roll Over
Update the Budget Title and confirm the start and end dates are correct.
Edit each line for a different % based increase, specific dollar amounts can be entered by editing the budget after the roll-over.
Confirm by clicking Roll Over Budget, this will create a new draft budget.
Editing the Draft Budget
Click Edit Allocations to open the budget as a table and edit any part, or click on individual allocations to make changes, this step adds any new tenancies to the budget. When the new budget details are correct, Approve the Budget.