Set the budget, split it fairly between units, raise on-account demands and work out year-end balancing charges
Secure checkout. Your file is ready in your client portal as soon as payment clears.
For residents' management and right to manage companies, freeholders, landlords of mixed-use buildings and managing agents. Build the budget line by line against last year, share up to four schedules of costs (for example estate, residential block, lift and car park) between the units that pay into each – by floor area, lease percentage or equally – and see each unit's on-account demand. Track what each unit has paid, spot arrears, compare spending with budget during the year, and work out the balancing charge or credit for each unit at the year end. A statement sheet prints the full breakdown for any unit.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Every cost line against last year, spend to date and forecast. What you do: one row per cost line.
Step 2
Each unit's share of every schedule, demands, arrears and balancing charge. What you do: nothing to enter.
Step 3
One unit's service charge in full. What you do: pick the unit.
Step 4
Who it is for
Quick start
Your file is only released to your client portal once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your file is ready in your client portal as soon as payment clears, and we email you your invoice with a link to the portal.
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Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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