- Ensure you have an active financial year for your Management Company
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- Navigate to Companies -> Financial info tab
- Navigate to Charges page
- Select the correct Management Company from the dropdown
- Select the active financial year (displayed in bold)
- ADD NEW + charge button becomes active
- There are 3 different charge types:
- % units basis -> Charge is split based on percentage share
- Configured in 2nd step of charge create flow
- Share must be less than 1
- Equal unit basis -> Charge is split evenly across all units in all blocks in the Management Company
- Can be applied evenly to all units or manually applied to individual units in the Company bychecking the unit boxes
- Car parking basis -> Charge split based on the number of car parking spaces assigned to each unit in the Company (Unit modal -> Unit info tab)
- % units basis -> Charge is split based on percentage share
- A unique Xero account code can be set per charge. This is the code from the Chart of Accounts as defined in your Xero account. If left blank, the default account code set for the MC is used.
- Once a charge is added, it can still be edited on click.
