Spending Warnings - S20

Spending warnings can be added to individual schedules within a building, this is useful for section 20 limits. If they are set property managers will be warned when raising a work order or approving an invoice if the limit is breached. They can bypass the warning but must give a reason.

To add these jump to the building, then go to Setup / Accounting / Accounting group schedules

Click

This downloads a spreadsheet of all the schedules we have imported from the accounting package.

For each schedule you want a warning set on change the action column to add or modify.  Enter an amount in the AlarmThresholdAmount column and add GBP in the currency column.

If these is used for section 20 the calculation below will give you the threshold limit for a single work order/invoice.

Don't forget to change column A to "Add or Modify"

When raising work orders if the schedule is entered and the estimated price is higher than the threshold the warning is displayed. (contact Dwellant if you want estimate price and schedule fields to be mandatory).

 When processing an invoice is processed a warning is also displayed if the threshold is breached. If the invoice is related to a work order that already has a comment entered a warning will not display (warning was already raised at the work order stage).