4.11.14 How do I set up and manage standing order forms?

4.11.14 How do I set up and manage standing order forms?

Workbench Activation
Monthly payments can be supported via standing orders. To enable this, the agent (superuser)will need to activate the standing order option in the Workbench agent settings.
Info
Accessed via Settings -> Agent Preferences -> Standing Order
This will allow standing orders to be enabled on a per block basis from within the required block(s).
Within the settings, the agent can also define the default number of payments and whether to include the balance brought forward amounts. 


See the Standing Order section of this KB article for more info: 3.5.2 Agent Preferences

Block Area
Once the step above is completed, standing orders can be enabled for individual blocks via the Service Charge Schedule screen.
Info
Accessed via Finance -> Set-up -> Service Charge Collection

Demand Production
The next step is to include a standing order with the demands generated from the Summary screen.
Info
Accessed via the Fee Collection Summary screen when you produced scheduled or ad-hoc demands.
Once the demands are generated to the Distribution Manager, they will include a standing order form with the appropriate amount, which can be reviewed and amended at this stage.


A copy of a standing order form template can be downloaded from the block reports.
Info
This is accessed via The Block -> Block Reports

Notes
NOTE: This will not have a breakdown of balances as it is just a form and can be used to download and send to the leaseholder so they can set up a standing order themselves. 



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