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Viewing the Outgoings Summary

• An overview of the Outgoings history for a Lease can be viewed on the Outgoings Summary screen.
• It displays the years that have been calculated, finalised and the source of outgoings expense amounts used.

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Mandatory Prerequisites

Prior to maintaining Outgoings Summary, refer to the following Topics:

• Outgoings Profile - Adjusting the Outgoings Profile for a Lease Component

Screenshot and Field Descriptions

Lease: this is the Lease to view the summary for.

 

Component: this is the Lease Component to view the summary for.

 

Outgoings Summary Table: this table displays the Outgoings history for a Lease summarised by year.

 

Outgoings Expenses Table: this table displays the drill down by Expense of the year selected in the Outgoings Summary table.

 

Year: this is the Year to enter the override amount.

Calculated amounts for the outgoings year can be overridden for Projection and Accrual purposes.

Override: this is the override amount used in the Outgoings Projection calculation.

 

Type: this selection determines if the recorded status relates to the Actual or Budget expenses. The options are:

 

• Actual: this is the actual expense amount.
• Budget: this is the budget expense amount.

 

Received: this is the date the outgoings figures were received from Landlord (if they have been received).

 

Status: this is the status of the expense of the year.

 

Comments: this is a free format text entry field.

How Do I : View the Outgoings Summary

1. At the Lease field, locate the lease to view the Outgoings Summary for.
2. Refer to "How Do I : Export a Grid to Microsoft Excel" to extract the Outgoings Summary records into an Excel Spreadsheet.

How Do I : Enter an Override amount for a year

1. At the Lease field, locate the lease to view the Outgoings Summary for.
2. Double click on the required Summary line on the Outgoings Summary table to enter the Override amount.
3. At the Override field, enter the required Override amount for the year.
4. Click the Left Hand Side Application tool-bar push button: Change.
5. Confirm that you wish to change the record.

How Do I : Modify the Status of an Outgoings Summary line

1. At the Lease field, locate the lease to view the Outgoings Summary for.
2. Double click on the required Summary line on the Outgoings Summary table to make changes.
3. At the Type drop down list, select the required value.
4. At the Received field, enter the date the Outgoings figures were received from the Landlord.
5. At the Status drop down list, select the required status.
6. At the Comment field, enter any additional comments if required.
7. Click the Left Hand Side Application tool-bar push button: Change.
8. Confirm that you wish to change the record.

Related Topics

Outgoings Summary is associated with the following Topics:

• Outgoings Profile - Maintaining Outgoings Profiles
• Outgoings Profile - Adjusting the Outgoings Profile for a Lease Component
• Outgoings Expenses - Maintaining Outgoings Expenses
• Outgoings Expenses Report - Printing Outgoings Expenses Reports
• Budgeted Outgoings - Running the Budgeted Outgoings Process
• Budgeted Outgoings Report - Printing Budgeted Outgoings Reports
• Outgoings Reconciliation - Running the Outgoings Reconciliation Process
• Outgoings Reconciliation Report - Printing Outgoings Reconciliation Reports
• Outgoings Projection - Running Outgoings Projection Process