Within the ‘Tenancy’ module you will find the advanced rent schedule; in this window there are various tabs along the bottom.

 This function allows you to re-create the schedule, if the rent amount or frequency etc. has changed. When you select ‘Re-Create Schedule’ it will ask ‘Do you want to clear down the existing schedule’. Click ‘Yes’ and the schedule will clear and the ‘Charging Schedule’ window will appear.

Make your amendments, for example change the rent to £150 and click ‘Create’, the new amended schedule will now appear.

Raise Due

This tab, when selected, will bring up the ‘Recurring Charges’ window and allows you to ‘Post Transactions’ for this individual tenancy only.

You can enter a forward date in ‘Include up to’ and then click ‘Refresh’ and this will bring up future transactions for you to post

Recurring

This tab, when selected, allows you to enter a recurring charge, within the schedule, for example a service charge.

Enter options below:

 Type – Invoice or Credit

First Charge – When you 1^st want the charge to start

Amount – Value of charge

VAT – 1 if VAT applicable – 9 if non vat applicable

Description – brief description of charge

Group – Reference to what the charge is i.e. Benefit/Service/Rent etc.

Nominal – within the ‘4000’ range

Frequency – How often you want to charge, i.e. weekly/monthly/yearly etc.

Charge – Either ‘In Advance’ or ‘In Arrears’

Last Charge – When you want the last charge to be raised

Paid by – Who you want to collect the amount from, i.e. Tenant/Benefit etc.

Requires Invoice – Tick this box if requires invoice (this will be generated in sage)

And click ‘Create’ – this will now incorporate the charge within the schedule

Single

This tab, when selected, allows you to enter a single charge

Enter options below

 Date – When you want the charge to raise

Type – Invoice or credit

Nominal – ‘4000’ range

Description – Brief description of charge

Net – Value of charge

VAT - ‘1’ if vat applicable ‘9’ if non vat applicable

Paid by – Who you want to collect the amount from, i.e. Tenant/Benefit etc.

Requires Invoice – Tick this if requires invoice (this will be generated in sage)

And click ‘Save’ – this will now appear in the schedule –

Edit

If you highlight one of the transactions and click ‘Edit’ the transaction details will appear for you to ‘Edit’ and ‘Save’ –

 

Delete

This function allows you to delete a transaction from the schedule, highlight the transaction to be deleted and click ‘Delete’

A new window will appear

 

Print

This function allows you to print the schedule

Other functions within the schedule window are:

In the top left of the schedule window you can select from a drop down list ‘Date/Group or Payee’ this will change the view of the schedule

Group View

Payee View

At the top in the middle of the window, you have ‘Hide posted items’ if you, UN-Tick this it will allow you to view previously posted items.