Once a budget has been finalised, an outgoings statement can be downloaded.

Once you click on Download Outgoings Statements you will be presented with a modal which allows you to:

  1. Group by Cost Classifications
  2. Generate the Statement in Landscape or Portrait
  3. Pick a single area or all areas for the Statement
  4. Select whether you would like the Statement Recipient to be the Primary or Account Contact or by choosing None the Statement will show no name

There is a document per tenant included in the budget.

It shows the following:

  • A list of the expense codes per schedule that the tenant had allocations set for
  • For each expense code, there is the tenant's allocation percentage, a total expenses figure, your proportion (based on the allocation percentage) and the adjusted proportion (if the tenant wasn't in occupation for the entire length of the budget)
  • A list of income invoices that have generated during the budget period that have the tenancy income account code set on them
  • If an income invoice hasn't been fully paid, the remaining amount is shown in the Outstanding column
  • If a tenancy has a concession, this is shown a Tenancy Concessions section