The service charge calendars should always be AT LEAST a year ahead of schedule so that the system is able to calculate into the next financial year prior.


In CX:

  1. Search Calendars in the Quick Access Menu in the top right of the screen and select the Calendars option under Service Charges>Configuration.
  2. Open Livewest>Fixed Service Charges from the left hand menu pane. 
  3. Select New Period.
  4. Add the following details in the Service Charge Calendar Period window: (Screenshot below for guidance)
    • Period: YY/YY 
    • Start Date: 01 April YYYY
    • End Date: 31 March YYYY
  5. Select Confirm. 
  6. Select Save in the top right of the screen. 
  7. Open Livewest>Variable Service Charges from the left hand menu pane and repeat the steps above.