Developments - Apportionments
This article is part of the Developments section.
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The Apportionments tab in each development allows you to create apportionments to use when splitting invoice charges against multiple clients.
Adding an Apportionment
- Click Add in the action panel on the left.
- This will open the New Apportionment for Development window.
- Enter a Description. This is what will show when you select an apportionment in other areas of the system.
- Tick Show on Mail Merge to list the apportionments that have this option ticked when you use the merge field <<ApportionMembers>>.
- Tick Job Warning Limit and enter an amount to display a warning when creating a jobs over that amount against that apportionment.
- Select the properties you want to include from Available Properties and use the arrows to move them to Included Properties.
- Finally, select a split from the dropdown in the top right. This determines how the shares are calculated.
- Manual - You will need to manually amend the Split against each property.
- Equal - This will automatically split the apportionment equally amongst all the selected clients.
- Square Footage - If the deeds stipulate that the apportionment must be split by Square Footage, you will need to enter a SqFt value against each property before you can create the apportionment.
- Apportionment splits will show as a fraction by default. Tick Percentage to display as a % on invoices.
- Before you finish, make sure the Total at the bottom is 1/1 or 100%.
- If you create an apportionment split that does not total 1/1, you will see a warning when you try to save.
- If you click Yes to proceed, this will create a rounding error when you post charges to that apportionment.
- Click Save and Close.
You can repeat the process to add multiple apportionments to the Development.
Click Copy to duplicate an apportionment to re-use the same information.
Amending an Apportionment
You can go back in and amend an apportionment at any time. For example, if you delete a property you will need to edit the split on the apportionment so that it totals 1/1 (100%).
To do this:
- Highlight the apportionment in the grid.
- Click Amend.
- You can now edit all the original information.
If you are editing a share for one property on a Manual split, make sure to adjust all other shares so that the Total is still 1/1.
- Click Save.
Deleting an Apportionment
- Highlight the apportionment in the grid.
- Click Delete.
- A pop-up will ask you to confirm you want to delete the apportionment. Click Yes to proceed.
If you delete an apportionment in error, you cannot reinstate it.
Calculator
The calculator can be used to work out how much each client on an apportionment would be charged for a specific amount.
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