Receive one consolidated certificate and statement per tenancy

If your tenants occupy more than one area within a budget, you can now generate a single consolidated budget certificate and budget statement per tenancy — rather than receiving a separate document for each area. This makes it easier for tenants to understand their total obligations, and reduces the number of documents you need to manage and distribute.

How consolidated certificates work

When you generate a budget certificate, the Download Options modal now includes a Certificate Type setting with two options:

• Combined Areas — generates a single certificate per tenancy combining all occupied areas. This is the default.
• Separated Areas — generates a separate certificate for each area the tenancy occupies, matching the previous behaviour.

Select your preferred option, then click Generate to download the certificate.

Each combined certificate includes:

• The tenancy name and budget period clearly identified at the top
• All area names listed comma-separated in the certificate header
• Schedules and chart of accounts (CoA) structured by schedule, with multiple CoAs maintained where they exist across schedules
• Total amounts summed across all occupied areas

If a tenant occupies only one area, the certificate is generated as a single document regardless of which option you choose.

Additional download options

The Download Options modal also includes these settings:

• Group by Cost Classifications — groups line items by their cost classification
• Show area allocation percentages — displays the allocation percentage for each area. Off by default.
• Show budgeted area amounts — includes the budgeted area amounts alongside tenant-specific figures. Off by default.
• Document Orientation — choose between portrait and landscape layout
• Download For — select specific areas or all areas
• Recipient — choose the recipient (e.g. Primary)

The column previously labelled "Area Allocation amount" now appears as Allocation amount on consolidated certificates.

How consolidated statements work

Budget statements follow the same consolidation approach. When you click Download Outgoings Statements, the Download Outgoings Statements modal includes a Select Statement Type setting with two options:

• Combined Areas — generates a single statement per tenancy combining all occupied areas. This is the default.
• Separated Areas — generates a separate statement for each area the tenancy occupies, matching the previous behaviour.

You can also tick Group by Cost Classifications to group line items by classification. Select your preferred options, then click Download.

Each combined statement includes:

• Schedules, accounts, invoices, credit notes, and balancing charges combined across all areas
• Area names comma-separated in the statement header
• The filename referencing the tenancy name for easy identification
• Income-to-area allocations correctly applied across the combined statement

Single-area tenants continue to receive their statements exactly as before.

Key details

• Consolidation applies to both budget certificates and budget statements for tenants occupying multiple areas within the same budget
• Both modals default to Combined Areas — select Separated Areas at any time to use the previous per-area format
• Area names appear comma-separated in the document header so the tenant can see which areas are covered
• All totals are accurately summed across areas — schedules, accounts, invoices, credit notes, and balancing charges
• Existing single-area behaviour is fully preserved