To view all offset rent balances, go to Lettings properties > Other balances > Offset rent.
Users can refer to the Unassigned offset rent and Total future offset rent columns. Details of what each column shows are below.
Unassigned offset rent: Displays the total amount of offset rent against a property that has not been allocated to a specific date
Total future offset rent: Displays the total amount of offset rent assigned to a property that has been allocated to future dates.
Clicking the value in either column will open the bank lines for the property.
Assigning offset rent to a specific date
For any unassigned offset rent, users can assign this as follows:
Click on the value in the Unassigned offset rent column
Locate the relevant offset rent line and click on the ID number
Fill out the rows with the appropriate dates and amounts
If the bank line for the unassigned offset rent is locked, this can be unlocked by clicking the Unlock offset rent lines on the Lettings properties > Other balances > Offset rent page. This will unlock only the bank lines assigned as offset rent that have not yet been allocated.
For further information on offsetting rent against different months, please click here.