When a client enters permanent residential care and owns property, the local authority may defer the client's charges against the value of the property. A4W tracks the accruing debt and can raise property invoices when the property is sold. Before using property features, system settings must be configured to control how debt accrual and invoicing work.
Configure property settings
Navigate to System Maintenance.
Click System Settings.
Select System Parameters.
Select Property charge/invoicing to configure the following settings:
Settings | What it controls |
Raise invoices for property accruals | When enabled, entering a "Debt accruing from" date on the client property screen automatically creates a property third party account to track accrued debt. Invoices are raised during the normal residential batch run. |
Accrual information on client invoice | Includes property debt information on the client's own invoice rather than raising a separate third party invoice. |
Automatically print accrual invoices | Controls whether separate property debt invoices are printed during the batch run. Uncheck if you want to track debt without notifying the client. |
Text to accompany accrual information | The wording that appears on invoices when notifying the client of property debt. |
Allow property debt for clients who do not receive invoices | Extends the invoicing routines to include clients with zero charges or net payers, provided property details and a "Debt accruing from" date are entered. |
Allow property debt transfer instead of assessment update | When ticked and net proceeds are entered as zero on the property invoice screen, the client account is debited by the accrued amount without updating the assessment history. |
🤓Tip: If you do not want any record of accruing debt and simply want to raise a property invoice at the time of sale, uncheck all property settings.
Enter property details
⚠️Important: The client must have a permanent residential care episode and assessment before you can enter property details.
1. Navigate to Clients > Property > Client Property.
Search for and select the client.
Enter the property details including address and estimated value.
Enter the Debt accruing from date — this is the date from which property debt starts accumulating.
📌Note: Until a "Debt accruing from" date is entered, all other property details for the client are ignored by the system.
5. Click Save.
Raise a property invoice
When the property is sold, raise a property invoice to settle the accrued debt.
For gross payers
Open the property invoice screen.
Enter the sale details and net proceeds.
The system calculates the debt based on the accrual period.
Generate and print the invoice.
For net payers
The process is the same but the calculation accounts for the net payment arrangement.
📌Note: If you enter zero as the net proceeds and the "Allow property debt transfer" setting is enabled, the system debits the client account by the accrued amount without updating the assessment history. The net proceeds can then be added to assessments manually.