Configuring Per-Resident Allocations

The estate-wide contribution plan you set during fund setup applies to every resident by default. Allocations is where you handle the exceptions: a smaller flat paying less, a duplex paying quarterly, a long-term resident frozen at the old rate. Each exception is one per-resident override.

Who this is for

Estate managers who have a default contribution plan in place and need to deviate from it for one or more residents. Common reasons: unit-size tiers, founding-resident discounts, residents on quarterly cycles inside a monthly fund.

What you’ll get done

A list of per-resident allocations that match the agreements you have with each resident — amount, frequency, payment day, and grace period — all editable from one page.

Before you start

• The resident must already be in ACCEPTED state. Allocations are auto-created when a resident accepts; you cannot create one for a PENDING resident.
• Know the override values you are setting: amount, frequency, payment day, grace period.

Steps

1. Open Allocations

Open Allocations from the menu. The URL is /fund/allocations. The page lists every accepted resident with their current allocation — defaulting to the estate-wide plan unless overridden.

2. Find the resident

Use the search bar at the top to filter by name or unit. The table shows current values at a glance, with a small badge marking residents on overrides versus the estate default.

3. Open the edit dialog

Click the pencil icon on the resident’s row. A modal opens with four editable fields:

• Amount in Naira. Validation: minimum 1 kobo, no decimal places.
• Frequency — MONTHLY, QUARTERLY, or ANNUALLY.
• Payment day — the day of the month between 1 and 28 the resident is charged.
• Grace period — 0 to 60 days after the due date before the resident counts as defaulting.

4. Save the override

Click Save. The allocation updates immediately and applies to the next billing cycle. Existing scheduled payments inside the current period are not retroactively changed — only future schedules pick up the new amount.

The row now shows an Override badge to flag the deviation from the estate default.

5. Revert to estate default

If you set an override by mistake or the special arrangement ends, click the same pencil icon and click Revert to estate default. The allocation resets to the default plan you defined during setup, and the Override badge disappears.

How allocations interact with billing

Each allocation drives one resident’s payment schedule — the list of upcoming charges. When you change an allocation:

• Past schedules (PAID or PENDING for the current period) are not touched. The amount the resident already owes for this period stays at what it was when generated.
• Future schedules are regenerated using the new values on the next scheduling tick.
• Auto-debit continues to work, but the next debit reflects the new amount on the next billing cycle.

If you need to retroactively change the current period’s amount, contact support — there is no UI for it because retroactive changes mid-period are an audit-trail risk.

If something goes wrong

“Resident does not appear on the list.” They are still in PENDING state. Allocations are only created when a resident accepts. Wait for acceptance, or chase the invite from /fund/residents.

“Validation error: payment day must be 1–28.” The 29th, 30th, and 31st are deliberately blocked because they do not exist in every month and would shift charge dates unpredictably. Pick 28 if you want the end-of-month bias.

“Override saved but the schedule still shows the old amount.” The current period was already generated. The new amount applies to the next period’s schedule when it is generated on its normal cadence. If you need to retro-fit the current period, contact support — there is no UI for it.

“I want to charge a one-off fee, not a recurring change.” Use the Expenses page for one-off fund spending you account for, or contact support to issue a one-off invoice. Allocations are for recurring contribution rules only.

What’s next

Most managers next read Handling Defaulters to see how grace periods feed the defaulter dashboard, then Recording Expenses to start logging fund spend against the active budget.