Setting up Initial Application Fees
To set up charging fees you need to click in to
the ‘Spanner’ icon to open the ‘Sage Company List’ window. In here double click
on the ‘Sage Data Path’.
This will
then bring up the ‘Company’ window. In here double click on the ‘Sage
Data Path’ – in this window click on ‘Charges’.
Fill details as
example below including:
Description of the charge
The nominal account the charge will end up
against
(This will post to 2160 control account on the agent version
until receipted then will go to the desired nominal)
The amount of the charge
VAT code
When status (Application, New, Renew, New/Renew)
Inv If the charge requires an invoice
to be created in Sage (Landlord and Agent Version) Tick the box on the right as
shown below
Landlord If the charge is for the
Landlord and not the tenant/ applicant - (Agent Version) Tick the box on the
right as shown below
You have 4 options of ‘when’ the charge will be applied,
either on ‘Application’, ‘New’, ‘Renew’ or ‘New/Renew’.
If you choose on ‘Application’ the charge will have to be
raised by using the ‘Application’ button within a contact record, see ‘Application to Rent’ a little further
down this document.
Choosing ‘New’ will create any charges you create upon
entering a new tenancy on Decorus – for Example ‘Credit Check fee’ or ‘Holding
Fee’.
The ‘Renew’ status will raise the charge upon renewing a
tenancy agreement.
The ‘New/Renew’ status will raise the charge on either new
tenancies or ones being renewed.
Please see tenancy schedule below as example using the
charges we set up above.
Tenant charges other
than rent – these will be raised once you activate a new tenancy
Application to Rent
Click on any contact record you wish to raise an admin
charge against, click the ‘Application’ button and you will be presented with
the ‘Application to Rent’ window.
Enter all applicable information required and click the
‘Raise Admin’ button, you will notice the charge you set up with the ‘when’
status of ‘Application’ on the list. Select the admin fee (by selecting the box
– you will see a ‘X’ appear in the box indicating you have selected this item)
then click on ‘Post Transactions’.
This Application fee can then be receipted by using the
‘Contact Receipt’ option in the ‘Contacts’ module.
Within the
‘Application to Rent’ screen you can also add additional information by
clicking on each of the tabs at the bottom, ie ‘Employer’ ‘Guarantor’ etc.
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