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Adjusting Properties for Automatic On-Charge

• Creditor (Landlord Lease a/c and Sundry a/c) Invoice, Credit Note, Cash Sale or Cash Credit transactions can be on-charged to Debtors (Tenant Lease a/cs) automatically based on the area leased if Property records have been nominated to accept on-charging.
• Property records can be nominated on the Leases Tab that is shared across the Property applications. Refer to Shared Tab: Leases
• Both the parent Property that the Creditor expense transactions are recorded against and the dependant properties that are being leased directly need to be nominated.
• The On-Charge processing application will select Creditor transactions relating to the Property that have a On-Charge status set as Automatic.
• Alternatively, if the automatic option can not be used as on-chargeable amounts need to be manipulated, the Manual On-Charge application can be used. Refer to Manually On-Charging Creditor Transactions
• The Tenant transactions will be raised when the On-Charge processing application is run.

Mandatory Prerequisites

Prior to adjusting a Property for Automatic On-Charge, refer to the following Topics:

• Property - one of Land, Building, Section, Suite or Annexe is required.

• On-Charge Profile - Maintaining On-Charge Profiles

Screenshot and Field Descriptions: Leases Tab

Refer to Shared Tab: Leases for the field descriptions of the Leases tab of the Property applications.

How Do I : Adjust a Property to nominate that Creditor transaction amounts will be automatically on-charged

1. From an applicable Property entry screen (Land, Building, Section, Suite or Annexe) locate the property.
2. Click the Leases tab.
3. Tick the Accept On-Charge check box to include this property's Leases in Automatic On-Charging.
4. At the On-Charge Profile field, locate the Profile ID.
5. Click the Left Hand Side Application tool-bar push button: Change, and confirm that you wish to save the changes.

How Do I : Adjust a Property to nominate that automatically on-charged Tenant transactions should be raised

1. From an applicable Property entry screen (Land, Building, Section, Suite or Annexe) locate the property.
2. Click the Leases tab.
3. Tick the Accept On-Charge check box to include this property's Leases in Automatic On-Charging.
4. Click the Left Hand Side Application tool-bar push button: Change, and confirm that you wish to save the changes.

Related Topics

Adjusting Properties for Automatic On-Charge is associated with the following Topics:

• Land - Maintaining Land
• Building - Maintaining Buildings
• Section - Maintaining Sections
• Suite - Maintaining Suites
• Annexe - Maintaining Annexes

• On-Charge Profile - Maintaining On-Charge Profiles

• On-Charge - Running the On-Charge Process

• Tab: Leases - Shared Tab: Leases

• Creditors Sundry Account - Invoice Transaction - Entering Creditor Sundry a/c Invoices
• Creditors Sundry Account - Credit Note Transaction - Entering Creditor Sundry a/c Credit Notes
• Creditors Sundry Account - Cash Sale Transaction - Entering Creditor Sundry a/c Cash Sales
• Creditors Sundry Account - Cash Credit Transaction - Entering Creditor Sundry a/c Cash Credits

• Creditors Lease Account Landlord - Invoice Transaction - Entering Landlord Invoices
• Creditors Lease Account Landlord - Credit Note Transaction - Entering Landlord Credit Notes
• Creditors Lease Account Landlord - Cash Sale Transaction - Entering Landlord Cash Sales
• Creditors Lease Account Landlord - Cash Credit Transaction - Entering Landlord Cash Credits

• Manual On-Charge - Manually On-Charging Creditor Transactions