1. Open the User Permissions tab for the user (Admin > Users > Permissions tab)

2. Under the Accounts section, set the Create/Edit Nominal accounts reporting groups, and click OK. Restart LogiPro.

1. Open the Admin menu.

2. Select Nominal Account Reporting Groups.

1, Choose the group that the budget reports will show by either adding or editing the names of the group.

2. Select the category of group you wish to display by double clicking the category line and selecting Service Charge Expenditure.

3. Add nominal accounts.

NOTE: only invoices charged to those nominal accounts will appear in the report!

4. Click close to finish.

1.There is a new Filter by Budget added on the Schedule tab of the Property window.

2. By default, the list will be filtered by the current budget year, this allows a user to only view schedules associated with a specific budget.

3. Use the Clear Selection option to clear the filter budget list.

4. When the list is not filtered, all the schedules for the selected property will be displayed, including those that are not marked For Budget (i.e.they are only used for invoice distributions).

Note: Adding a new schedule, adds the schedule to the main list of schedules for the property, it does not add the schedule to any specific budget

1.When the list is filtered, only the schedules for the selected budget will be displayed.

2. A new column called Schedule has been added to show the position of the schedule for the selected budget i.e.Schedule 1, Schedule 2 etc. Schedule Numbers were added to allow the user to determine the order of the schedules.  It was added on a budget level, so that the same schedule can appear in a different position on a different budgets.

3. The Add or Edit buttons are disabled with a tooltip explaining that you need to first clear the budget filter before adding or editing any schedule.

1.On a Property, click the Schedules tab and click Add

2. Enter a Schedule description.

3. Select the VAT code for the Schedule

4. Click OK to close

5. The delete button on the schedule list will delete the schedule from the property. However, if the schedule is linked to a budget, then the delete button will be greyed out. First unlink the schedule under Service Charge Expenditure, then you will be able to delete the schedule under the schedule list.

6. There is a new general setting under Admin > General Settings > Service Charge called Schedule names are not editable (even if it is not associated with a reconciled budget). If this setting is ticked, then the only time a schedule name can be set is when it's originally created. By default this is NOT ticked.

1. On a Property, click Service Charge Expenditure tab

2. Click Add and enter a budget description.

3. Select the dates for the budget.

4. Click Add to add Budget specific Schedules

1. Click Add, Add Schedule to Budget window is displayed
2. To add a Schedule, click on the ...
3. Select a Schedule from the list of schedules already added to the Budget.
4. Click OK

1.There is a new column added to the Schedule list, called #. A number is allocated each time a schedule is added. 

2. You are able to move a schedule up or down in the schedule list, using the new Move Up or Move Down buttons. 

3. When doing so, the schedule number will change accordingly.

4. If a Schedule is deleted, then the schedule numbering will also be updated. 

5.The Delete button on the list of schedules, will not delete the schedule from the system, but rather remove the schedule from the budget. In order to delete the schedule from the property, the schedule will need to be deleted from the property's schedule list.

6. Schedules can only be reordered or added/removed from a budget if the budget is not reconciled.

NOTE : A Schedule must be added under the Schedules tab in order for it to appear in the Schedules list under the Budget tab.

1. Select a Schedule
2. Select a line item, click in the current budget column and type in the budget amount
3. Click OK
4. A budget can only be saved if all schedules have an amount under the current budget coloumn.

1. Select either Mid-term Report or Period Certificate of Expenditure.

2. When the report opens, select dates for the report to display.

Introduced in version 2015.5.7.1399 and updated in version 2026.1.14.9793