Click Admin > General Settings. The General Settings > Service Charge tab displays.

When this config option is selected, all service charge sales invoices will default to use this nominal.

Enter the amount of days in advance you wish the service charges invoices to generate prior to being due.

Note: The service charge lease settings will default to this amount.

This setting forces a user to ensure that the unit distributions total 100%.

Tick Clone budget automatically to create a copy of a budget from the previous year in order to generate service charge invoices for a part apportionment that carries over to the following year, and the budget for that following year was not manually created.

Note: You can also leave this setting unticked and manually clone the last budget by clicking the Clone Budget button in the Property > Service Charge Expenditure tab.

This option ensures that the next budget is automatically added to LogiPro according to the number of days specified provided that a new budget does not already exist.

Enter a Service Charge Company Invoice Prefix to display on your service charge invoices.

This option adds the Budget and Schedule columns to an invoice.

Tick Require budget selection on service charge invoice to force a budget selection and populate the Budget field by default.

This option groups all the LogiPro service charge invoice line items into one line item on an invoice document.

Tick Exclude unpaid purchase invoices from service charge expenditure to exclude any unpaid purchase invoices from being included in the budgeted calculations. Unpaid expenditure will be excluded from the certificate calculations and the reconciliation calculations.

Select the default Purchase Invoice To Landlord Company Nominal Account to auto-generate purchase invoices from a landlord to a company when a sales invoice is raised to a landlord generated by clicking Create Landlord With Company Information from the Landlord window. The purpose of this option is to cancel out sales invoices raised to the landlord.

Note: In order to auto-generate purchase from a landlord to a company, a nominal account must be selected.

This option does not allow service charge sales invoices to be posted unless both a property and unit are selected.