Budgets and Financial year settings
Manage budgets and configure financial year settings
Create a new budget lineAdmins can create a new budget line to manage funding for specific types of works, such as improvement projects or higher-cost repairs.
Budget override controls for capital jobsYou can manage the budget override for user groups.
Add a 53rd week to a financial yearConfigure the financial year with an extra week to align the reporting
Setting up a company code and business entityYou can create and assign company codes and business entities to units for accurate financial management.
Change the recipients of payment filesYou can update who receives payment files to ensure they are sent to the correct inbox during team changes or handovers.
Manage Payment Processing FrequencyAs an admin you can manage the payment frequency for the estate.
Manage budget control settingsAs an admin, you can manage the budget control settings to best follow your organisation’s financial processes
Change financial period datesThis guide outlines what changes you can make yourself, what changes we need to make for you, and important new steps regarding the confirmation of your next financial year.
Uploading planned maintenance and repair budgetsYou can import site budgets for repairs and planned maintenance by completing the template and uploading it in the Finance area.