Estates Charges

You can manage estates charges by navigating to Estates > Estates > Estates Charge Manager.

Use Estates Charge Manager to:

• Use the date pickers to show charges in a specific date range.

Use the Include Posted/Exclude Posted toggle to select whether to display charges that have already been posted.

View a lease record by selecting it and then clicking the View the selected Lease button.

Post charges by selecting the relevant records and then clicking the Click to Post Charge button.

Note: You can click the Select All/Deselect All toggle if required.

There is a Scheduled Task that will run overnight to generate charges, but this can also be run manually be the user by navigating to Estates > Estates > Generate Estates Charges. This checks all charges due within the period specified in the Generation Charge Period field on the General Tab in Financial Options (accessed by navigating to Tools > System Options and then clicking the Financial Options button).

If any charges specified in the schedule fall within the period specified, they will be visible against the lease party.