The Budget Allocation Report shows how costs are allocated across areas at the schedule level for your Outgoings / Service Charge budgets — including allocation percentages and non-recoverable amounts.
How to Access the Report
Navigate to Reporting > General.
Scroll to Budgets by Area.
Select Budget Allocation Report.
Filters
Report For — the company focus for the report.
Property to Include — one or more properties to analyse.
For the Budget — the budget period or version to review.
What the Report Shows
Schedule breakdown for the selected properties.
Allocated budget for each schedule.
Allocation percentages showing each area's contribution to the overall budget.
Non-recoverable amounts and their respective 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.