To add a rate element to a PSL account

The procedure to add a rate element to a PSL account is as follows:

Using the global search facility, type in the first few characters of either the responsible contact for the PSL agreement or the privately owned asset address 1.
Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
Double-click on the specific PSL agreement onto which the rate element will be added. The Agreement Details window is displayed.
Click on Rates. The Rates tab is activated.
Click on New Rate. The New Rate - Select Account window is displayed, revealing a list of all accounts linked to the PSL agreement in the summary table.
Highlight the individual account onto which a rate element will be added.
Click on Next. The New Rate - New Rates window is displayed.
Using the Individual / Group drop-down field, select the rate type to be levied i.e. an Individual rate (a discrete fee) or Group rate (a consolidated fee comprising multiple elemental components). Where a Group rate is selected, enter the name under which the elemental fees will be combined into the Rate group field provided.
Enter the Start date for the account rate element using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the element fee is effective.
Enter the End date for the account rate element using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the element fee will be discontinued, as required.
Using the Calendar drop-down field, select the calendar appropriate to the element charging frequency.
Click on New Element. The New Rate - New Rate Elements window is displayed.
Using the Element drop-down field, select the elemental component to be levied e.g. Basic Lease Fee, Parking Space, Services, etc.
Enter the amount to be incurred for the element into the Value field provided, exclusive of VAT 3.
Using the VAT drop-down field, select the appropriate VAT code for the rate element e.g. Standard Rate Recoverable, Standard Rate Non Recoverable, Zero Rated, etc.
Click on Add. The new elemental component appears in the Rate Elements summary table 4.
Where a Group rate type has been selected, repeat steps 14 through 17 to add further rate elements to the group.
Click on Finish. The individual or combined group element fee appears in the Rates summary table 5.
Click on Save 6. The new fee is displayed in the Agreement Rates summary table.
Click on Save.

Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached.; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 Where the selected element has a Fixed Charge attribute, the rate value will be pre-populated with the specified amount.

4 To remove a rate element, highlight the matching row in the Rate Elements summary table and click on Remove.

5 To remove an individual or combined group rate, highlight the matching row in the Rates summary table and click on Remove.

6 Further fees can be added onto the account by clicking on New Rate i.e. without closing the wizard and starting the procedure from scratch; all relevant fields are cleared ready for data entry.

See related topics...

PSL account management overview

To amend a rate on a PSL account

To create a new PSL rate element

To define the user profile

Using the search facility