Direct On-Charge is used to handle outgoing expenses where the costs are passed onto the tenants as they are incurred.  

Expense codes are set up to trigger an on-charge, and the proportions for each tenant to repay is drawn from the Outgoings % details held on the Tenancy file.


To create a new Direct On-charge allocation

  1. Select a Property
  2. Click on the 'Outgoings' link on the left
  3. Create New

Enter Charge Accounts

  1. Select all Expense Types for this Direct On-Charge allocation, or use the Include All link, to add all relevant expense types.
  2. Select the Chart of Account code to use on the re-charge invoice, this is usually an income code.

You may set up additional Direct On-Charge Allocation rules if some expenses are passed on in different proportions.


Enter the Lease allocations


The amount to on-charge to each Tenancy will populate based on the details entered into the Tenancy file.  

The % for each tenancy can be changed if required.  

The total can add up to more or less than 100%, the Non-Recoverable % will show the proportion which will not be recovered, and will show as a negative figure if the amounts being recovered exceed 100% of the total cost.

Click 'Save' to continue.

The Direct On-Charge allocation will then be saved.

When an Expense Invoice is then incurred against any Account type, the user will be prompted to invoice the Tenancies in the proportions set up.