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Budget Allocation Report: Steps to Create

How to generate the Outgoings Budget/Service Charge Allocation Report in Re-Leased — view schedule-level budgeted cost breakdowns, area allocation percentages, and non-recoverable amounts. Filter by company, property, and budget period.

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The Outgoings Budget / Service Charge Allocation Report shows the budgeted cost breakdown for each schedule within your property, with allocation percentages and non-recoverable amounts per area.


How to Access the Report

  1. Navigate to Reporting > General.

  2. Under Budgets by Area, select Outgoings Budget / Service Charge Allocation Report.

  3. Set your filters.

  4. Click Generate Report on Screen to view, or export in your preferred format.

Animated demonstration of generating the Outgoings Budget/Service Charge Allocation Report in Re-Leased


Filters

  • Report For — the company for which to run the report.

  • Property to Include — the specific property to include.

  • For the Budget — the budget year or period to analyse.

Outgoings Budget Allocation report filter screen in Re-Leased showing company, property, and budget period selectors


What the Report Shows

  • Budgeted cost breakdown for each schedule within the property.

  • Allocation percentage for each area across the premises.

  • Non-recoverable amounts and their allocation percentages.




In Asia-Pacific, "Outgoings" is standard; European customers use "Service Charge"; North American customers may see "Operating Expenses". Terminology in the app adjusts by region. For more information, see our Glossary of Regional Terminology.

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