Qube PM Consultancy Package - Service Charges Reporting

To contact us regarding a request for consultancy, please email: jeremy.flowers@mrisoftware.com

Summary

Summary

Qube PM Consultancy Package - Service Charges Reporting

Produce professional looking service charge year-end reports and documentation in a single reporting pack. This consultancy package is specifically designed for those clients who need to produce service charge accounts at the end of the service charge year. A series of reporting templates will be added to your system and configuration changes will be made to allow these to be used in association with your property financials.


Why

Achieve significant time-saving benefits by producing a series of critical year end reports in a single pack, and greater consistency with the presentation of the year end accounts using the prepared templates. Upskill a core team so they can make further enhancements to the templates when required to meet the needs of the business, and of clients.


Includes

Included in this 3-day consultancy package:

  • Create the following fund consolidation reporting templates into you ‘Live’ system
    • P&L & Balance Sheets
    • Budget front page
    • Group Accounts
    • Debtor & Creditor information
    • Budget Vs Actual
    • Audit Trails & Trial Balance
    • Notes to the accounts
  • Ensure reporting templates incorporate your specific fund headings
  • Provide training focused on making amendments to the provided templates
  • Discuss feedback provided following a period of review
  • Make minor amendments identified during review