Click here for instruction on setting the service charge configuration settings.

Add your service charge expense nominals to the Admin > Default Nominal Accounts list.

From the Admin > Nominal Accounts Reporting Groups > Add > give the Group a name > select Category: Service Charge Expenditure.

After adding a group, select Add on the right-side of the window and select which of your budgeted nominals will be included in the group.

From a company/partnership click Landlord.

Click Create Landlord With Company Information to automatically create a landlord Contact with the company details.

Note: If the newly created contact is not visible in the main Contact list, the contact must be enabled from Admin > Customizable Dropdown Lists > Contact Types.

If you wish to generate invoices in LogiPro to the landlord for any shortfalls, leave Auto-generate Invoices ticked.

Select the Date from when to begin invoicing the landlord.

Select the frequency at which to bill the landlord.

Select who the invoice should be raised by. (Usually the service charge company)

Tick Print and/or Email to print/email invoices to the landlord.

From the Property > Schedules tab, enter the Distribution % each unit is responsible to pay.

If there are any expenses that are not obligatory for all units or if there are expenses where any of the units are responsible for a different percentage, create additional schedules to assign those distribution apportionments.

Click here for instructions on adding multiple periods.

In order to maintain a separation between the landlord's income/expenditure and service charge expenses, LogiPro designates a separate company to invoice, pay and collect all service charge expenses.

From the Property Service Charge Expenditure tab, click the Service Charge Company ... to add a service charge company. Click here for further instruction on creating a company.

Note: To help identify the service charge company, users generally name the service charge company the same name as the landlord with an sc appendage.

Click the Bank Account ... to set the bank account for collecting service charges. Note: If the service charge default bank account is set on the service charge company, this field will automatically populate with the default service charge bank account.

Click the Nominal Account ... to set the nominal account for billing service charges. Note: If the nominal account is set in the Admin > General Settings > Service Charge tab, this field will automatically populate with the default service charge nominal.

From the Property Service Charge Expenditure tab, click New to add a budget.

Name the budget in the Description field and select the budget date range.

Note: The Start and End dates cannot overlap with any other budget start or end date.

In the Current Budget column, enter the annual budgeted amounts.

If there are multiple schedules, select each schedule to enter the budgeted amounts for that schedule.

Click here for instructions on enabling service charge on account to begin generating service charge invoices.