Budgeted Outgoings / Service Charge
13 articles
- Transfer an Outgoings Budget After a Property TransferMove a property's Outgoings Budget to its new company after a property transfer, capturing pre-transfer income, expenses and owner contribution so reports and reconciliation stay accurate.
- Beta - Allocate Outstanding Expenses Across All BudgetsClear expense-to-schedule allocations across every budget from one tab on the Budgets page, or export the waiting lines to Excel and upload the completed file. Credia Plus suggests likely schedules.
- EOFY Outgoings Reconciliation ChecklistAn end-to-end checklist for your annual outgoings reconciliation in Re-Leased: approve, allocate expenses, lock, complete the six reconciliation steps, generate balancing charges, and roll over.
- Creating and Managing Budgets Across a Property GroupCreate, approve, reconcile, and report on Budget by Area / Service Charge / Outgoings budgets that span multiple properties in a Property Group — covers area selection across properties, the…
- Consolidated Budget Certificates and StatementsHow to generate consolidated budget certificates and owner statements across multiple budgets in Re-Leased — download or email a single combined report covering all budgets for a property or owner.
- Locking a Budget by AreaHow to lock and unlock a Budget by Area in Re-Leased — covers how the lock date decides which invoices are included, allocating expenses before locking, the locking steps, and…
- Use Service Date Ranges to Accurately Allocate Costs to Budget PeriodsHow to use Service Date ranges on expense invoices in Re-Leased to accurately allocate costs across budget periods — enable the beta feature in company settings, set a service date…
- Budgets HubTrack and manage every budget across your portfolio from a single page. The Budgets Hub gives you a centralised view of all your budgets so you can spot what needs…
- Managing Tenancy/Lease concessions on a budgetRe-Leased allows property managers to configure flexible concessions on outgoings for tenants. This feature gives you precise control over how concessions are applied across budgets, schedules, or individual chart of…
- Allocate Expense Invoices and Credit Notes to Budget SchedulesAllocate expense invoice and credit note line items to budget schedules, with Credia AI suggesting likely allocations for Credia Plus customers. Edit anytime and review changes in an audit log.
- Base Year ConcessionsHow Base Year concessions work in Re-Leased — set a baseline expense amount and charge tenants only for increases above it. Covers the calculation formula, configuration levels (Budget, Schedule, CoA),…
- Can I convert a Budget by Tenancy to a Budget by Area in Re-Leased?In Re-Leased, budgets can be categorised as either Budget by Tenancy or Budget by Area. These are distinct budget types designed for different purposes, and they operate independently of each…
- Create and Manage Custom Charge Types (Coming Soon)Set up custom charge types to track levies, insurance, car parking, and other charges separately from rent and outgoings.