Consolidated Budget Certificates and Statements let you produce a single combined report covering multiple budgets for a property or owner — instead of generating and sending individual certificates for each budget separately.
Consolidated Owner Certificate
The Consolidated Owner Certificate combines all approved budgets for a property into a single certificate, giving the owner a complete view of their outgoings across all budget periods.
How to Generate a Consolidated Owner Certificate
Navigate to the relevant property.
Click the Outgoings tab, then select Budgets.
Click Consolidated Reports.
Select Owner Certificate.
Choose the budgets to include.
Click Download to generate the combined PDF.
Consolidated Tenant Certificate
The Consolidated Tenant Certificate combines certificate data across multiple budgets for a tenancy, providing tenants with a single document covering all relevant budget periods.
How to Generate a Consolidated Tenant Certificate
Navigate to the relevant property.
Click the Outgoings tab, then select Budgets.
Click Consolidated Reports.
Select Tenant Certificate.
Choose the budgets and tenancies to include.
Click Download to generate the combined PDF.
Note: Only approved budgets are available for consolidated reports. Draft or archived budgets are not included.
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.