Adding and Updating the Estimated Annual Expenditure (EAE) on properties

The Estimated Annual Expenditure (EAE) is an amount that can be set on the properties in CPL.
The EAE must be present if direct debits are calculated in CPL and for your clients to be able to set up direct debits in the Web Portal.

There are several ways to add or update the EAE amounts on properties:

1. Manually, on each property:
   
   
   
   
2. By bulk updating the EAE on all Properties in one or all blocks in a development. Do this on the Development > Properties tab > Batch Update > tick Include next to EAE > enter amount > click Save:
   
   
   
   
3. By running Update EAE in Client Global. Set the From and To dates to cover a whole year. 
   The Prelist will display the history of expenditure for the selected period. Select Process to update the selected properties. 
   
   
4. By updating the direct debits in Client Global > Direct Debits/Standing Orders > select Type Yearly Direct Debit Update. 
   The EAEs and the direct debits need to be updated yearly. Running this process updates both automatically:
   
   

If the system option Annual DD Update Use Current Budget For EAE is turned on,  the Yearly Direct Debit Update process in budgeted developments will use the current budget total to update the EAEs, rather than the recent charge history.

If the system option Budgets Update EAE is turned on, when a budget is locked and saved, you will be asked: Would you like to update the EAE on the affected properties with the total of the new budget year? Select Yes to update the EAEs based on the budget amount, rather than the EAE amounts set on the properties

If using multiple charge types, for the EAE calculation to be correct, CPL users will need to select the correct charge type when posting invoices through from In-Tray or on the Purchase Ledger Transactions screen.

Contact Support if you would like certain charge types excluded from the EAE calculation (e.g. proposed works, late payment fees, management fees).

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