Block Settings & Management Fee Configuration

Each block has a dedicated settings page for configuring management fees, RMC/RTM company details, and service charge apportionment.

Accessing Block Settings

From the Blocks list, open any block's detail view and click the Settings button. This navigates to:

/dashboard/blocks/[blockId]/settings

The settings page is divided into three tabs.

Tab 1: Management Fee

Configures how your management fee is calculated and invoiced for the block.

Compliance note: Management fees are always kept separate from client money. This configuration is the block-level record of your fee arrangement and does not commingle with service charge funds.

Fee Structure

Setting	Options	Notes
Fee Type	Fixed Annual Fee, Percentage of Service Charge Budget	Select the basis on which the fee is charged
Annual Fee (£)	Numeric, e.g. `2500.00`	Shown when fee type is Fixed Annual
Fee Percentage (%)	Numeric, e.g. `15.00`	Shown when fee type is Percentage of Budget

Billing Schedule

Setting	Options	Notes
Invoice Frequency	Monthly, Quarterly, Annual	How often management fee invoices are raised
Financial Year Start	Any month	Defaults to April (UK financial year)
Auto-generate Invoices	Toggle	When enabled, invoices are generated automatically on schedule

Click Save Fee Settings to apply changes.

Tab 2: RMC / RTM Details

If the block has a Resident Management Company (RMC) or Right to Manage (RTM) company, record its details here. This information can be used on notices, accounts, and correspondence.

Company Details

Company Name — e.g. Maple Court (RMC) Ltd
Company Number — Companies House registration number

Registered Address

Address Line 1, Address Line 2, City, Postcode

Directors

Add and remove directors as needed. Each director record holds:

Field	Required	Notes
Name	Yes	Full name
Email	No	Contact email
Role	No	e.g. Director, Secretary

Click Add Director to append a new row, or Remove to delete one. Click Save RMC/RTM Details to apply changes.

Tab 3: Apportionment

Configures how service charges are divided between the units in the block.

Apportionment Status

A status banner at the top of the tab indicates whether the current apportionment is complete (sums to exactly 100%) or incomplete.

Methods

Method	Behaviour
Equal Split	Each unit receives the same percentage. Basis points are distributed automatically, with any remainder allocated to the first unit.
By Floor Area	Apportionment is calculated proportionally based on each unit's floor area as recorded on the unit record.
Custom Percentages	You manually set basis points for each unit. The total must equal exactly 10,000 (= 100%) before saving is permitted.

Basis Points

Apportionment is stored and edited in basis points where 10,000 = 100%. The editor shows both the raw basis point value and the equivalent percentage (e.g. 2500 = 25.00%).

The running total is shown in the table footer. If the custom total does not equal 10,000, saving is blocked and an error message indicates the discrepancy.

The Distribute Equally button recalculates all units to an even split at any time.

Saving an Apportionment Change

When you save apportionment changes:

A new immutable version snapshot is created, recording the method, all unit basis points, and the effective date.
The unit records in the block are updated with the new basis point values.
All changes are audit-logged.

You may optionally enter a Reason for Change (e.g. Updated following lease extension on Flat 3). This reason is stored with the version record.

Version History

The Version History panel (collapsed by default) lists every past apportionment schedule. Each version shows:

Version number
Method used
Created date/time
Effective date
Reason (if provided)
Expandable snapshot of all unit percentages at that point in time

Version records are immutable and cannot be edited or deleted, providing a complete audit trail.

Access Control

Read: Available to all authenticated users with access to the block's organisation
Write (upsert / update apportionment): Restricted to admin role users only

All write operations are audit-logged.

API Reference

All block settings operations are exposed via the blockSettings tRPC router.

`blockSettings.get`

Returns the current settings for a block, or null if not yet configured.

trpc.blockSettings.get.useQuery({ blockId: string })

`blockSettings.upsert`

Creates or updates block settings.

trpc.blockSettings.upsert.useMutation()
// Input:
{
  blockId: string
  managementFeeType?: "fixed_annual" | "percentage_of_budget" | null
  managementFeeAmountPence?: number | null       // e.g. 250000 = £2,500.00
  managementFeePercentageBasisPoints?: number | null // e.g. 1500 = 15.00%
  billingSchedule?: "monthly" | "quarterly" | "annual" | null
  autoGenerateInvoices?: boolean
  financialYearStartMonth?: number               // 1–12
  rmcCompanyName?: string | null
  rmcCompanyNumber?: string | null
  rmcAddressLine1?: string | null
  rmcAddressLine2?: string | null
  rmcCity?: string | null
  rmcPostcode?: string | null
  rmcDirectors?: { name: string; email?: string; role?: string }[]
}

`blockSettings.updateApportionment`

Updates the apportionment schedule and creates a versioned snapshot.

trpc.blockSettings.updateApportionment.useMutation()
// Input:
{
  blockId: string
  method: "equal" | "floor_area" | "custom"
  unitApportionments?: { unitId: string; basisPoints: number }[] // required for "custom"
  reason?: string
}

For custom method, unitApportionments must be provided and the sum of all basisPoints values must equal exactly 10000.

`blockSettings.listApportionmentVersions`

Returns the full version history for a block, newest first.

trpc.blockSettings.listApportionmentVersions.useQuery({ blockId: string })
// Returns: version[], each with id, version, method, snapshot, reason, createdBy, effectiveDate, createdAt

`blockSettings.getCurrentApportionment`

Returns the current apportionment values read from unit records.

trpc.blockSettings.getCurrentApportionment.useQuery({ blockId: string })
// Returns: { units[], totalBasisPoints, isComplete, unitCount }