To view the service charge schedule for an asset

The procedure to view the service charge schedule for an asset is as follows:

1. Using the global search facility, type in the first few characters of the asset address 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Asset Details. The Asset Details window is displayed for the current asset.
4. Click on Service Charges. The Service Charges tab is activated, revealing a list of all service charge groups to which the asset is linked in the Service Charge Groups summary table.
5. Double-click on the row matching the service charge group to be analysed. The Service Charge Group window is displayed.
6. Click on Schedule. The Schedule tab is activated.
7. Using the Service charge calendar period and Rent charge type drop-down fields, select the desired financial period and cost element charge classification respectively to filter the figures included in the schedule. A list of all matching service charges is displayed in the Service Charge Schedule summary table 1. Certain fields are worthy of special note and are captured in the table below 2.
8. Click on Close.

Tip

1 By default, all service charges are displayed in alphabetical order, by cost element; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 The search facility will return all possible matches for any corresponding address field once the Number of characters before an automatic search commences system preference is reached.

2 A subset of fields are visible by default; additional fields can be revealed or hidden via the Menu option.

See related topics...

Assets record maintenance overview

To add an asset to a service charge group

To add a cost element to a service charge group

To add a new asset

Using the search facility