Direct On-Charge allocations let you pass outgoing expenses directly to tenants as they occur. You configure expense codes and the percentage each tenant repays against a property.
Self-guided demo: Direct On-Charge (approx. 10 mins)
Creating a New Direct On-Charge Allocation
Select the relevant Property.
Click Outgoings from the left-hand menu.
Open the Direct On-Charge tab.
Click Create New.
Choose all relevant Account Types for this allocation, or click Include All.
Select the Default Account Type for Recharge Invoice (optional — typically an income code).
Enter the % of Allocation for each tenancy. This auto-fills from the tenancy file but can be adjusted.
Click Save.
Note: The cumulative percentage may exceed or be less than 100%. A Non-Recoverable % shows the unrecovered portion. It displays as negative if recovery amounts exceed 100%.
You can create additional Direct On-Charge Allocation rules for expenses divided differently between tenants. When an expense invoice is raised against a configured Account Type, Re-Leased will prompt you to bill tenants according to the set proportions.
Modifying a Direct On-Charge Allocation
Navigate to the Property > Outgoings > Direct On-Charge.
Click the name link of the template to edit.
Make your changes and click Save.
Deleting a Direct On-Charge Allocation
Navigate to the Property > Outgoings > Direct On-Charge.
Click the name link of the template to delete.
Click Delete, then confirm by clicking Delete this Allocation.
Note: This action is permanent and cannot be undone.
In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.