Outgoings templates control the frequency and schedule of recurring outgoings charges to tenants. You can have multiple active templates per tenancy simultaneously, and each can be set to expire at a future date.
Managing Outgoings Templates
Navigate to the tenancy and select Rent & Outgoings from the left menu.
Click New Outgoings to add a new template.
For existing templates, click Includes Outgoings amount to view or edit the included outgoings.
Click on an Amount to modify a specific charge.
Click Next to preview the next outgoings invoice.
Click Generate Next Outgoings Invoice when ready to issue the next invoice.
Note: The Default Tenancy Invoice Options set under Rent & Outgoings automatically apply to all system-generated outgoings invoices. If you have already added an outgoings template, use the budget approval process to update it.
Setting Up a New Outgoings Template
Provide a unique reference for the tenancy's outgoings.
Set the First Invoice Date.
Set an End Date if the template should stop generating invoices at a specific point.
For Xero-integrated setups, select the appropriate tracking category. For Trust Account setups, designate where funds should be allocated when payment is received.
Outgoings are referred to as Budgeted Outgoings in Asia-Pacific, Service Charge in Europe, and Operating Expenses in North America. For more information on regional terminology, see our Glossary of Regional Terminology.