Allocation keys are used by landlords to distribute utility costs between tenants associated with a rental agreement, building, or real estate. For example, a landlord can bill water fees to an account with that allocation key that divides the costs between the building's tenants based on how much water was consumed in each of their respective units.
Allocation Key Page
You can see all allocation keys in the system by clicking Allocation Key under Actions on the VertiGIS FM Rental Management start page.
Allocation Key Actions Link
If you do not see the Actions section, its template may be missing from the dashboard. You will need to add the Actions template to your customized dashboard or revert to the legacy start page. Refer to Dashboard Customization for more information.
You can see the existing allocation keys on the page that opens.
Allocation Keys in VertiGIS FM
Double-click an allocation key in the table to see its full details and the accounts, buildings, and rental agreements it is assigned to.
Allocation Key Details Page
Each allocation key has its own details page with the following properties and sections.
Allocation Key Details Page
Field |
Description |
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Key |
The allocation key's numerical key. |
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Name |
The name of the allocation key. |
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Unit |
The unit of measurement associated with the allocation key. |
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Default |
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Type of accounting |
How the allocation key distributes costs.
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Accounting unit |
This field is only present when Consumption is selected in the Type of Accounting menu. |
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Relocation procedure |
How costs are allocated to items associated with the allocation key. Selectable options are defined below.
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Utility |
The utility associated with the allocation key. This field is only present when Consumption is selected in the Type of Accounting menu. Selectable options are stored in the Utility catalog. |
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Reference quantity |
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Household-related services |
Whether the allocation key is associated with household-related services. |
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Active |
Whether the allocation key is currently active. |
Accounts
The Accounts section lists the accounts to which the allocation key is assigned.
Refer to Assign Accounts, Buildings, or Rental Agreements to an Allocation Key.
Buildings
The Buildings section lists the buildings to which the allocation key is assigned.
Refer to Assign Accounts, Buildings, or Rental Agreements to an Allocation Key.
Rental Agreements
The Rental Agreements section lists the rental agreements to which they allocation key is assigned.
Refer to Assign Accounts, Buildings, or Rental Agreements to an Allocation Key.
