Create a tenant fee or permitted-payment log
Record a fee with amount, charge date, tenant and supporting calculation details.
What this feature does
Record a fee with amount, charge date, tenant and supporting calculation details. The supplied Compliance Monitor module keeps live operational records, source documents, generated evidence and audit history connected through shared section keys, compliance types and linked-entity references.
How the workflow fits together
This feature sits inside the Compliance Monitor lifecycle. Source evidence is attached to a linked entity, reviewed by authorised staff and converted into an approved record only when the required fields and evidence are complete.
Step-by-step workflow
- Select the linked property.
- Choose the fee or payment type.
- Enter amount, tenant and charge date.
- Complete weekly rent, days outstanding or holding-deposit deadline where relevant.
- Add evidence and create the log.
Important fields and decisions
Record lifecycle and audit
Reopen the relevant workspace after saving. Confirm the intake ID or record reference, linked entity, status, dates, evidence list, generated PDF and any notification or audit entry. Where the module offers separate source evidence and system PDF buttons, review both rather than assuming they contain the same information.
What happens after completion
The resulting status, evidence, PDF, notification or audit event remains available through the relevant Compliance Monitor register. A successful browser message confirms that the request was handled; the register and audit history confirm what was actually retained.
Controls, checks and common mistakes
- Confirm the linked property, tenant, company or record ID before uploading, approving, sending, exporting or deleting.
- Do not treat OCR, parsing, confidence or a success alert as a substitute for human evidence review.
- Verify the saved record and audit history after every state-changing action.
- Keep original uploaded evidence distinct from system-generated PDFs and notification evidence.
- Use least privilege and avoid administrator-only actions unless the task genuinely requires them.
- This module supports operational compliance records; it does not replace professional legal, regulatory or safety advice.