Real Property / Portfolio Summary

Global Financial Dashboard: Administrator Reports

Lease and Cost administrators managing costs in a multinational organization are working with multiple currencies in multiple countries. The Archibus Enhanced Global Feature Set enables these administrators to enter cost transactions and review reports in their user local currency, based on the Locale entered in their user profile. The Archibus applications get the VAT Percent Value stored for the cost category and country, and use this percent to calculate the VAT amount and Total Amount for the transaction. When you save a cost transaction record, the application converts the Payment Currency amounts to your organization's Budget Currency. Global Portfolio Managers need Budget Currency amounts to analyze costs that are rolled up from all locales across the whole portfolio. The Archibus Enhanced Global Feature Set improves productivity by reducing data entry and by reducing errors in VAT calculation by automating that process.

The Global Portfolio Dashboard includes the following tasks to enable Lease and Cost Administrators to work more efficiently:

Lease Details Form: This task opens the Add /Edit Form Complete that you can use to review and edit lease information, including suite assignment, base rents, documents, and contacts. You can also add a new lease if needed. When you edit a lease's Base Rent, note that the Edit Recurring Costs form includes additional VAT-related fields, such as VAT Costs, Base Costs, Total Costs, VAT Percent and Country. See Portfolio Edit Form Complete, and Entering Base Rents.
Rent Roll report With this report, you can analyze costs by tracking down any cost variance to the expected rent roll costs for existing leases under your control. Using the Payment Currency Exchange Rates, the program enables you track costs with real-time currency conversion rates. See Rent Roll Report.
Cash Flow report Cost Administrators need to examine any part of a portfolio internally or externally (with or without VAT). With the Cash Flow Report, the Cost Administrator is able to project lease cost transactions with real-time currency conversion rates. See Cash Flow Report.
Invoice Cost Wizard : The Global Portfolio Dashboard provides direct access to the Invoice Cost Wizard from which you can

Issue invoices using the different currencies in which you do business

Track invoice payments in the local currency, that is, the Payment Currency for the transaction

View the Invoice Currency so that you can quickly see the currency in which the invoice was created and the currency that costs must use to be assigned to the invoice.

Validate Base Cost for rent recorded in the lease agreement against the amount in the cost transaction.

See Invoice Cost Wizard When Using the Archibus Enhanced Global Feature Set