Sales Auto Charges
We've added a new option to process Auto Charges on Sales Valuations & Instructions, similar to the existing feature available for Lettings.
Charges can be added to your Sales Service Types (under Object Types) to pull through standard charges for instructions using that service, which can then be amended, removed or added to on an individual instruction as required.
When you click into a Sales Service Type, you'll have a new Auto Charges option in the left-hand ladder. This will give you a list of any Auto Charges already attached to that service, with an option to Create Auto Charge on the top right.
When you add a new auto charge, you'll have the option to charge either a Fixed Amount or a Percentage of Advertised Price, as well as having options for the charge to be processed against the Primary Vendor, Secondary Vendor or a Linked Developer.
You're also able to apply Auto Charges to any third party with a profile on the system by searching for them in the Person To Charge option.
Auto Charges can be applied at any Sales Instruction stage, including where an appraisal is lost, the property is withdrawn or the sale falls through.
When a service is selected, the Auto Charges attached to it will automatically pull through to any new instruction using that service. In the instruction itself, there is also a new left-hand ladder option for Auto Charges (under Office Use) where these will be shown. Charges that have already been processed will show in green.
You can add any additional Auto Charges you need for this instruction only by clicking Create Auto Charge on the top right. Any charges pulled through from your service type that are yet to be charged can also be edited here by clicking into them and then to Edit on the top right of that record.
Copy Sales Instruction: Sales Auto Charges
When using the option to Copy Sales Instruction, a new slider has been added for Copy Auto Charges.
When this option is set to Yes, the Auto Charges set on the instruction you are copying will be copied across to the new instruction and will be reset, ready to charge again on your copy.
Please note: When copying an instruction, Auto Charges set for the Market Appraisal stage will not charge automatically on the new instruction, due to how the copies are currently processed. A change is planned for a future release to address this.
Previous references to Sales Charge Types, Sales Types, Sales Accounts and other similar wording have been renamed as Charge Types and Refund Types. This change has been made for better clarity, as these Charge Types can be used on Lettings, Sales or both, and the previous naming didn't reflect this accurately.
Active Tenants List
The following fields have been added to the Active Tenants List:
- Visa Due
- Citizenship Documents Uploaded (Yes/No)
Branch VAT Status
An issue where a Branch VAT status could not be amended has been addressed.
Date/Time Custom Fields: Document Tags
A bug where a custom field using the Date/Time option would only show the date when used as a document tag has been fixed. If any time other than 00:00 is entered in the field then the tag will now pull through both date and time.