Service charge review

Follow the records and decisions that carry service charge review forward.

Step by step

Inspect the worked period Property Operations Manager

Property Operations Manager checks hours, pool and weighting on the current assignment.
- Confirm hours, pool and weighting on the current revision
- Updates Property staff assignments
Compare allocation lines Property Operations Manager

Property Operations Manager compares amount and source reference with external confirmation.
- Check amount and source reference against external confirmation
- Updates Service charge allocations, External reconciliations
Decide the revision Service Charge Reviewer

Service Charge Reviewer records the decision and reason against the inspected source revision.
- Record decision, reviewer and source revision
- Updates Review decisions, Property staff assignments
ApprovalA person approves before the work moves on.
Resolve differences Service Charge Reviewer

Property Operations Manager assigns a follow-up and asks the reviewer to check supporting evidence.
- Assign follow-up and attach verified evidence
- Updates Follow up actions, Evidence documents
Close the period Property Operations Manager

Property Operations Manager checks the current decision and unresolved actions before closing.
- Check the decision before closure
- Updates Property staff assignments, State history

And how to keep it from happening.

Different source. An allocation line may point to another period; compare its parent and source identity.
Amount difference. Keep expected and confirmed amounts visible and assign the question.
Old decision. Compare the decision's source revision with the current assignment revision after a correction.

Property Operations Manager: , Service Charge Reviewer.
Property Operations Manager: , Service Charge Reviewer.
Property Operations Manager: Supplies the worked period and resolves differences; Service Charge Reviewer decides the inspected revision.

Start free, then use Proto to change fields, steps and approvals before your team goes live.