How to correct an Allocation Table

Allocation tables can be corrected during the billing cycle up to the last day of the cycle. Several variables impact allocations, including:

• Utility Configuration: Allocation method, CAD, GWD, and vacant unit usage.
• Occupancy: Accurate resident enrollments and occupancy counts for enrolled and non-enrolled units.
• Bill Information: Service date range and total bill value.

If the allocation table needing correction is from a previous billing cycle already sent to residents, additional steps are required.

 You can either:

• Void Charges: Remove the incorrect charges from the residents' ledgers and re-enter the correct bill information during the current cycle. 
  • To void charge, refer to the "Resident Accounts: Void Transaction" Help Center article.
  • To add the correct bill information, refer to the "Missed Billing & Billing multiple cycles" Help Center article.

 OR

• Apply Credits/Charges: You can always calculate the correct amounts and apply credits or additional charges to adjust the residents ledger.
  • To apply credits and/ or charges, refer to the "How to add a charge or credit to a resident" Help Center Article.

 To determine the credit/charges to apply:

When calculating the credit or charge, you want to ensure accuracy by following these steps...

1. From your Livable Dashboard, select the property for which the correction belongs. 
2. Click into the current cycle, this will be the cycle listed at the top of the list. 
3. Select "Add custom table," located in the bottom left corner of the allocation window.
   1. Select the utility you wish to issue a correction for.
   2. Click "Add custom billing." You will now see the utility listed with "(Additional)" next to it, "Click Process."
   3. Input the correct bill amount and dates, and click "calculate."
4. Once our billing engine is done calculating the charges, review the charges allocated. You will compare it against the charges previous billed to the resident's ledger to determine the credit or charge amount. 
5. Once you have determined credit or charge amount, navigate to the resident's tab to apply the credits/charges.
6. Once you are done applying your credits/ charges, return to "Billing" tab to close out the "custom allocation table" and remove the recalculated bill to ensure residents are not double billed.
   1. Click into the current allocation cycle
   2. Locate the additional table(s), indicated with "(Additional)" next to it. Ensure you are only deleting the additional tables you added and not additional tables needing to be processed. 
   3. Click the three dots to the right of the allocation table, click "Delete."

Since this process can be complex, don't hesitate to contact our team at help@livable.com for assistance with billing corrections.