Rates Register

Rates Registers are used to record details of any Business Rates paid against Buildings or Locations.

The list of Rates Registers are maintained here.

Facilities > Property and Estates > Rates Register

The link will open the Rates Register grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Rates Register click New , to edit an existing Rates Register click Edit . A pop up window will appear which will allow the creation or amendment of a Rates Register.

ClosedClick to view - Rates Register Fields and Descriptions

Complete the fields and click Save . Once the Rates Register header has been completed and saved a sub navigation will appear to allow additional entities to be assigned / created.

These include:

  • Rates Payment Schedule
  • Contacts

Rates Payment Schedule

If Rates are due to be paid on a schedule the schedule can be recorded here.

Facilities > Property and Estates > Rates Register - Rates Payment Schedule

The link will open the Rates Register / Rates Payment Schedule grid. It is a grid view that can be customised and sorted as normal.

To add a new Rates Payment Schedule click New , to edit an existing Rates Payment Schedule click Edit . A pop up window will appear which will allow the creation or amendment of a Rates Payment Schedule.

ClosedClick To view - Rate Payment Schedule Fields and Descriptions

Field Name Description
Rate Details  
Due Date The date the rates are due.
Amount The cost of the rate due.

Contacts

Additional contacts can be assigned to the Rates Register, these are connected from the Contacts lists.

Facilities > Property and Estates > Rates Register - Contacts

The link will open the Rates Register / Contacts grid. It is a grid view which can be searched, sorted and customised as normal.

To assign Contacts click Assign , entities in the right hand assignment window are connected.

To create Contacts see Contacts

Note: Rate registers can also be created and amended from the Building or Location entity.