The Income to Area tab appears on an approved Budget by Area when you have tenancies that occupy multiple areas within a property. It lets you specify how income from those tenancies should be distributed across each area for accurate budget reporting.
How to Access and Use Income to Area Allocation
Navigate to the approved budget and click the Income to Area tab.
Only tenancies that occupy multiple areas will appear here. For single-area tenancies, no entries are shown.
Click Auto Populate All to let the system attempt automatic allocation based on line item descriptions — this works best when area names are included in the invoice line item descriptions.
Manually adjust allocations by selecting the relevant areas in the Allocated Areas field for each line item.
Ensure the invoiced amount for each line item is fully distributed across the chosen areas.
Save your changes.
Important Notes
If Auto Populate doesn't allocate to areas, check that the invoice line item descriptions include the specific area names.
A warning appears if a line item's total has not been fully distributed across the selected areas.
If no income appears in this tab, your tenancies may only occupy single areas, or no income has been recorded yet for multi-area tenancies.
Budget by Area is 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.