Offsets

In Siterra, Offsets can be used to add or subtract amounts from a range of Payments. Offsets appear in the Offsets pane of the Lease home page and can be attached to any of the Lease's Payments.

Add Offsets

1. Navigate to a Lease home page.

2. Scroll to the Offsets pane.

3. In the toolbar of the Offsets pane, click Add.

   A new window appears.

4. Complete the form.

   If no value is entered in the Number field, an Offset number is automatically generated.

5. When the form is complete, click Save.

   The Offset appears in the Offsets pane of the Lease home page and in the Offsets pane of the Payment home page for any attached Payments.

Attach Payments to an Offset

1. Navigate to a Lease home page.

2. Scroll to the Offsets pane.

3. Click the menu stacks button next to the desired Offset, then click Edit.

   A new window appears.

4. In the Attached Payments pane, click Add.

   The pane expands to display a form.

5. Select a Payment using the Payment drop-down menu.

   Only recurring Payments are available for selection.

6. Complete the remainder of the form.

7. When the form is complete, click Save.

   The attached Payment appears in the Attached Payments pane.

Verify Offsets

1. Navigate to the Payment home page for the attached Payment.

2. Scroll to the Payment Lines pane.

3. Locate a Payment Line that falls between the Applicable From Date and the Applicable To Date set up on the Offset.

4. Click the menu stacks button next to the Payment Line, then click Edit.

5. Note the Total Offset field and the Net Planned field.

   The Offset amount should appear in the Total Offset field and should be deducted from the Net Planned field. Offsets are automatically reflected on paid Payment Lines.

You can add a new Offset type.