What Annual Scheduled Income does in Proplix
Annual Scheduled Income is part of Proplix Applicants, Renters & Pre-Tenancy and is designed to record an annualised scheduled income amount used in the applicant's affordability context. It keeps the annual amount, schedule basis and relevant income source against the applicant and property context that gives it meaning.
Within the wider Income & Affordability workflow, Annual Scheduled Income supports structured income information and supporting evidence used during affordability review and should lead towards a comparable annual figure that retains its source context without rebuilding the same information from public forms, inboxes or spreadsheets.
Why this capability matters before tenancy onboarding
Annual Scheduled Income matters because a recurring income schedule needs an annual figure for consistent review. If the annual amount, schedule basis and relevant income source is scattered across separate records, the next colleague may have to work out which applicant, property and version is current before acting.
A structured Annual Scheduled Income record supports a comparable annual figure that retains its source context while reducing the risk that figures are misunderstood because the source, period or evidence is unclear, or several income streams are flattened into a single unexplained total and keeping human review, privacy controls and the organisation's fair decision process intact.
Where Annual Scheduled Income adds operational value
For Annual Scheduled Income, this section focuses on record an annualised scheduled income amount used in the applicant's affordability context while keeping the applicant and property context visible.
The point in the journey
A recurring income schedule needs an annual figure for consistent review. Annual Scheduled Income gives that moment a defined place so the applicant and property relationship does not get lost.
The outcome to protect
A comparable annual figure that retains its source context. Keep the annual amount, schedule basis and relevant income source connected to the application so the authorised next action is clear without reconstructing the record from separate sources.
How Annual Scheduled Income fits into the workflow
The exact screen and permission path for Annual Scheduled Income depends on the user's role, but the applicant, property and application context should remain connected throughout.
- 01
Open the right applicant context
Annual Scheduled Income should begin from the applicant, property or application record involved when a recurring income schedule needs an annual figure for consistent review. Starting there keeps the annual amount, schedule basis and relevant income source anchored to the correct pre-tenancy journey.
- 02
Capture the financial context clearly
With Annual Scheduled Income, record the annual amount, schedule basis and relevant income source together with the source or period detail needed to understand it. Evidence should stay attached to the application context that supports a comparable annual figure that retains its source context.
- 03
Make the record understandable
An authorised colleague reviewing Annual Scheduled Income should be able to see what the annual amount, schedule basis and relevant income source means and how it relates to a comparable annual figure that retains its source context without rebuilding the story from another system.
- 04
Review affordability evidence proportionately
For Annual Scheduled Income, check whether the annual amount, schedule basis and relevant income source is complete enough for the organisation's defined affordability process. Proplix organises that context; the authorised reviewer decides what assessment is required for a comparable annual figure that retains its source context.
- 05
Hand off deliberately
If Annual Scheduled Income reaches its intended outcome — a comparable annual figure that retains its source context — carry forward the applicant and property context needed by the next authorised stage instead of copying the whole application into another uncontrolled record.
What Annual Scheduled Income helps the team control
Connected applicant context
Annual Scheduled Income keeps the annual amount, schedule basis and relevant income source attached to the applicant and property context in which it is needed.
Structured information
Instead of leaving the annual amount, schedule basis and relevant income source in free-form messages, Annual Scheduled Income gives it a repeatable structure that supports record an annualised scheduled income amount used in the applicant's affordability context.
Source-aware figures
Within Annual Scheduled Income, the annual amount, schedule basis and relevant income source stays associated with its source and period context so an authorised reviewer can interpret it correctly when working towards a comparable annual figure that retains its source context.
Workflow continuity
Annual Scheduled Income can carry the context needed for a comparable annual figure that retains its source context into the next authorised stage without asking for the same facts again.
What Annual Scheduled Income looks like in practice
Consider a case where a recurring income schedule needs an annual figure for consistent review. The applicant or authorised team member uses Annual Scheduled Income from the relevant property or application context, so the annual amount, schedule basis and relevant income source is captured against the record that will actually be reviewed.
A second authorised colleague can see what was provided, identify missing detail and, if the case progresses, hand only the context needed for a comparable annual figure that retains its source context into the next authorised stage.
How to introduce Annual Scheduled Income into a live applicant workflow
For Annual Scheduled Income, implementation should keep information proportionate to its purpose, clearly owned and dependable through corrections, exceptions and handoffs.
Give Annual Scheduled Income a clear owner before rollout. Decide who is responsible for the annual amount, schedule basis and relevant income source, which values are applicant-supplied and which authorised staff may amend or review them.
Keep Annual Scheduled Income proportionate to record an annualised scheduled income amount used in the applicant's affordability context. Make optional detail clear and protect public entry points with appropriate access, transport and rate controls.
Test the normal case and realistic exceptions such as missing information, a correction after submission, an unavailable property or a revoked invitation before handing the context into the next workflow.
Who works with Annual Scheduled Income before a tenancy is created
Annual Scheduled Income supports the authorised people who provide, organise, review or progress this part of the applicant journey.
Keep Annual Scheduled Income data, decisions and permissions aligned
Annual Scheduled Income can involve personal or financial information. Apply least-privilege access, privacy notices, retention rules and lawful data handling to the annual amount, schedule basis and relevant income source.
A structured record improves consistency but does not verify the annual amount, schedule basis and relevant income source automatically; authorised users should correct material errors before relying on it.
Any decision informed by Annual Scheduled Income should remain fair, explainable and limited to the legitimate purpose of record an annualised scheduled income amount used in the applicant's affordability context, while preserving the same applicant and property identity across handoff.
Related features in Applicants, Renters & Pre-Tenancy
These pages sit close to Annual Scheduled Income in the wider application and pre-tenancy architecture.
Technical flow & related Help Centre guides
Start with the primary guide for this capability, then use the related maintained guides for the surrounding workflow, evidence, access or handoff.
Questions about Annual Scheduled Income
What is Annual Scheduled Income used for in Proplix?
Annual Scheduled Income is an Applicants, Renters & Pre-Tenancy capability for record an annualised scheduled income amount used in the applicant's affordability context. It keeps the annual amount, schedule basis and relevant income source connected to the relevant applicant and property journey.
When is Annual Scheduled Income most useful?
Annual Scheduled Income is most useful when a recurring income schedule needs an annual figure for consistent review. In that situation, the intended operational result is a comparable annual figure that retains its source context.
Does Annual Scheduled Income decide whether an applicant can afford the rent?
No. Annual Scheduled Income organises the annual amount, schedule basis and relevant income source and its application context; your authorised affordability or referencing process decides how that evidence is assessed for a comparable annual figure that retains its source context.
How does Annual Scheduled Income connect to tenant onboarding?
If Annual Scheduled Income is authorised to progress, the applicant and property context needed for a comparable annual figure that retains its source context can support a controlled handoff into the separate tenancy-onboarding workflow. Capturing the annual amount, schedule basis and relevant income source does not by itself create tenancy approval or a contract.
Explore how Annual Scheduled Income fits your applicant journey
See Annual Scheduled Income alongside property interest, application information, household context, affordability evidence, review and the later onboarding handoff. A walkthrough can focus on your actual lettings process rather than a generic software tour.