To add a rent adjustment element to a batch

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<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>


The procedure to add a rent adjustment element to a batch is as follows:

  1. Navigate to Quick Menu > Rents > Configuration > Rent Adjustment Batches. The Adjustment Batch Details window is displayed.
  2. Expand an adjustment batch status heading from the alphabetical list and select an associated batch reference or type the reference directly into the Search Adjustment Batches field. By default the list is filtered to show Open adjustment batches. An alternative filter can be applied using the Select view drop-down field: Entered, Awaiting Authorisation, Posted, Cancelled, Part Posted or All 1.
  3. Click on Details. The Details tab is activated, revealing a list of all current batched adjustments in the Adjustments summary table.
  4. Highlight the row matching the specific adjustment to which a charge element is being added.
  5. Click on Add Element 2. The Element Details window is displayed.
  6. Using the Element drop-down field, select the appropriate parameter value matching the adjustment charge element e.g. Basic Rent, Heating, Insurance, Service Charge, Grounds Maintenance, etc.
  7. Using the VAT code drop-down field, select the appropriate VAT code for the adjustment charge element e.g. Standard Rate, Exempt, Zero Rated, etc.
  8. Enter the Value of the adjustment charge element into the field provided i.e. exclusive of VAT.
  9. Enter the VAT component of the adjustment charge element into the field provided.
  10. Click on Confirm to store the single entry or Add to record additional adjustment charge elements. The adjustment charge entries appear in the Elements summary table.
  11. Click on Save 3.


Note

1 The Search Adjustment Batches field will match against any element of the batch reference.

2 It is only permitted to add a rent adjustment element to a batch where the status is set to Entered or Awaiting Authorisation.

3 System validation rules verify the end user's permission levels in respect of the Maximum adjustment batch value (overall batch total) and Maximum adjustment value (individual line total) threshold values being exceeded; the batch status Awaiting Authorisation will be automatically assigned, as appropriate.


See related topics...

Rents adjustment batch management overview

To create a new rent adjustment batch

To set rent authorisation limits for a user account