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Copyright © 2004-2024 In4Velocity all rights reserved. 
Table of Contents 
1  Sanctions ................................................................................................................................. 1 
2  Payments ................................................................................................................................. 3 
3  Budget ..................................................................................................................................... 6 
3.1  Budget ............................................................................................................................. 6 
3.2  Budget Comparison ......................................................................................................... 7 
4  Approvals ................................................................................................................................ 8 
4.1  Payments ......................................................................................................................... 8 
4.2  Budget ............................................................................................................................. 8 
4.3  Manage Liaison Agents ................................................................................................... 9 
5  Masters ................................................................................................................................... 9 
5.1  Master Tables .................................................................................................................. 9 
5.2  Manage Liaison Agents ................................................................................................. 12 
5.3  Bulk Upload Sanction Masters ...................................................................................... 13 
5.4  Bulk Upload Sanction Details ........................................................................................ 13 
6  Reports .................................................................................................................................. 13 
6.1  Cash Flow ...................................................................................................................... 13 
6.2  Sanctions ....................................................................................................................... 14 
6.2.1  Payments with Sanction Status Report ..................................................................... 14 
6.2.2  Sanction Status Report .............................................................................................. 15 
 
 
 
 
 
 
 
 
1 Sanctions 
 

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The Sanctions section is used to track and manage government-issued sanctions and approvals

required for real estate projects. It allows users to input and monitor sanction details, including

timelines, authorities involved, and status updates.

To create a sanction, follow the below steps:

1. Navigate to Liaison > Sanctions > Liaison Sanctions List

2. Once you are on the Liaison Sanctions List, you need to input the required information to

proceed further. Begin by selecting the level at which the requisition is created—whether at

the Property, Sub Property, Land, Project, Sub Project level or at all levels—by using the

radio buttons available on the filter panel.

3. Click Go.

4. Then, click Create Sanctions on the top right corner.

Fields

Explanation

Property Name

The relevant name of the property or project

associated with the sanction is automatically

displayed

Reference No.*

A unique reference number for identifying the

sanction application. Mandatory for tracking

and retrieval.

Sanction Name / Type*

Specify the type of sanction (e.g., building

permit, environmental clearance) from the

drop-down list. The list comes from the master

data in Liaison > Masters > Master Tables > This

field is mandatory.

Sanction Sub Type

Further categorization of the sanction type,

providing additional granularity (e.g., minor

sanction).

Date of Filing*

The date the sanction application was

submitted to authorities. Essential for tracking

timelines.

Due Date*

The deadline for when the sanction is expected

to be processed or approved.

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Date of Sanction

The actual date the sanction was approved by

the relevant authority.

Inspection Date

The scheduled date for any required

inspections by authorities. Helps in planning

and coordination.

Sanction Validity Date

The date until which the sanction remains valid,

ensuring the work is completed within this

period.

Monitoring Date

Date for monitoring the sanction process or

related activities to track progress.

Status*

The current status of the sanction (e.g.,

"Pending," "Approved," "Rejected"). Mandatory

for status tracking.

Remarks (Max 1000 Characters)

Additional notes or details about the sanction,

allowing for updates or explanations related to

the process.

Fields marked with (*) are typically mandatory.

Grid

Document

Add any documents related to the sanctions. To add a document(s), click Add New, choose a file and

click Update.

5. Click Create.

5.2 Payments

The Payments section is used to manage all financial transactions related to obtaining government

approvals. This includes fees paid to authorities, consultants, and liaison agents.

To create a new payment, follow the below steps:

1. Navigate to Liaison > Payments > Liaison Payments List

2. Once you are on the Liaison Payments List, you need to input the required information to

proceed further. Begin by selecting the level at which the requisition is created—whether at

the Property, Sub Property, Land, Project, Sub Project level or at all levels—by using the

radio buttons available on the filter panel.

3. Click Go.

4. Then, click Create Payment on the top right corner.

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Fields

Explanation

Payment For*

Choose from the drop-down the category of

the payment, such as Land, Project, Sub

Project, etc., related to liaison work.

Certifying Company

The certifying company is automatically

displayed.

Paying Company*

The paying company responsible for making the

payment is automatically displayed.

Sanction Name / Sanction Type*

Choose from the drop-down list the name or

type of sanction associated with the payment,

such as approval or agreement to release funds

for the work or service.

Sanction Sub Type

Choose from the drop-down list the sub-

categorization of the sanction, providing more

detail on the type of sanction, if applicable.

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Reference No*

Choose from the drop-down list a unique

reference number used to identify the specific

payment or sanction.

Payment Towards*

Choose from the drop-down list whether it is an

Advance or against an invoice.

Mode of Payment

Choose from the drop-down list the method of

payment, such as bank transfer, cheque, or

cash.

Agent

Choose from the drop-down list the name of

the agent or intermediary involved in the

payment process, if applicable.

Favouring*

The name of the person or entity in whose

favour the payment is being made.

Certified Amount*

The total amount certified by the certifying

company for payment after verification.

Certificate Base Amount

This amount being the original base amount

certified before any additions or deductions, is

automatically displayed.

Tax Addition

The total tax amount added to the payment

based on the applicable tax rates and

regulations such as GST.

Total Tax Addition

The sum of all tax additions applied to the

payment.

Gross Value

The total value of the payment before any

deductions, including taxes and other additions.

Net Certified Amount

The final certified amount after taxes and

deductions have been applied.

Tax Deduction

The total tax amount deducted from the

payment, such as withholding tax or other

deductions, such as TDS.

Total Tax Deduction

The sum of all tax deductions applied to the

payment.

Net Amount Payable

The final amount payable after all additions and

deductions, including taxes, have been

accounted for.

Round Off Difference Amount

The difference due to rounding off values for

accounting purposes.

Payment Due Date*

The date by which the payment should be

made.

Description*

A detailed explanation or description of the

payment, including its purpose and any

relevant information.

Payment Instructions*

Specific instructions related to how the

payment should be processed, such as account

details, handling, or timing instructions.

Document

Any supporting document that needs to be

attached with the payment for validation, such

as invoices, contracts, or certification

documents.

Fields marked with (*) are typically mandatory.

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3. Click Create

5.3 Budget

5.3.1 Budget

Budget allows the user to define and allocate a budget for all liaison-related activities. The budget

can be created at a project or sub-project level.

To create a liaison budget, follow the below steps:

1. Navigate to Legal > Budget > Budget > Budget

2. Once you are on the Budget page, you need to input the required information to proceed

with the budget creation. Begin by selecting the level at which the budget will be created—

whether at the Property, Land, Project, Sub Project, or Company level—by using the radio

buttons available on the filter panel. In this example, Property has been selected for budget

creation.

3. Next, within the same filter panel, choose from the dropdown menus property and status.

4. Once all the necessary filters and details have been set, click the Go button to proceed.

5. Click Create

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6. Enter budget details such as Charge Type, From and To Date, and Budgeted Amount. You

may add multiple budgets. To add a new budget, click Add New and add the above details.

7. Once you add the budget details, click Submit. It involves an approval process i.e., once

submitted, it will move to the authority who has been authorized to approve it based on the

design of your approval hierarchy.

5.3.2 Budget Comparison

Budget Comparison enables users to compare the planned budget against actual expenses incurred

for government approvals.

To compare two budgets, follow the below steps:

1. Navigate to Legal > Budget > Budget Comparison > Budget Comparison

2. Once you are on the Budget Comparison page, you need to input the required information

to proceed with the budget comparison. Begin by selecting the level at which the budget

comparison will be made—whether at the Property, Land, Project, Sub Project, or Company

level—by using the radio buttons available on the filter panel.

3. Next, within the same filter panel, choose from the dropdown menus property and versions

of the budget that you want to compare.

4. Once all the necessary filters and details have been selected, click the Go button to proceed.

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5.4 Approvals

5.4.1 Payments

Payments approval handles payment-related transactions initiated within the Liaison module. Before

a payment is processed, it requires approval from designated individuals who have been authorized

to make decisions on payments.

To approval payments, follow the below steps:

Step 1: Navigate to Liaison > Approvals > Payments

Step 2: Search for the payment(s) using filter parameters such as Sanction Name, Certificates For,

etc. Alternatively, you may select the current status of the payment under the Status field, click Go,

and then choose the payment from the list.

Step 3: Once you find the result, click on the certificate number in the first column to land on the

View Payment page. Then, hover over 'Status,' click 'Change Status,' and select a status from the

drop-down list. Add any remarks if necessary.

Step 4: Click Update Status.

5.4.2 Budget

Before any liaison-related expenditure is made, the budget must be approved. The budget request is

submitted to the concerned authorities for approval. After review, the budget is either approved or

sent back for revision.

To approval a budget, follow the below steps:

Step 1: Navigate to Liaison > Approvals > Budget

Step 2: Search for the budget using the Budget For parameter. Alternatively, you may select the

current status of the budget under the Status field, click Go, and then choose the payment from the

list.

Step 3: Once you find the result, click on the Name of the budget in the third column to land on the

Budget Approval page. Then, hover over 'Status,' click 'Change Status,' and select a status from the

drop-down list. Add any remarks if necessary.

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Step 4: Click Update.

5.4.3 Manage Liaison Agents

The activities performed by liaison agents, including interactions with government bodies, regulatory

agencies, or third parties, require this approval to ensure all necessary documents and procedures

are in place. A request for the liaison agent’s activity is submitted for approval. Upon review, request

is approved, allowing the liaison agent to proceed with their tasks.

To approval a liaison agent, follow the below steps:

Step 1: Navigate to Liaison > Approvals > Manage Liaison Agent

Step 2: Search for the liaison agent using the Agent Name parameter. Alternatively, you may select

the current status of the liaison agent under the Status field, click Go, and then choose the liaison

agent from the list.

Step 3: Once you find the result, click on the Agent ID in the first column to land on the Liaison Agent

Details page. Then, hover over 'Status,' click 'Change Status,' and select a status from the drop-down

list. Add any remarks if necessary.

Step 4: Click Update.

5.5 Masters

5.5.1 Master Tables

Real estate business processes are complex and detailed. Business records contain numerous fields

at the time of creation. Some fields are filled out by the user, while others are populated through

drop-down lists sourced from master tables within respective modules. These master tables provide

the data for the drop-down fields used during the creation process. Almost all modules have a

master table each, and these tables are created and edited based on business requirements.

Here are the various Master Table categories under the Liaison module:

• Sanction Status Master

• Sanction SubTypes

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• Sanction Types

5.5.1.1 Sanction Status Master

The master data added here will appear in

Creating Sanction Status Master

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Status Master from the drop-down list and click Go.

3. Click on Create on the top right. The Sanction Status Master window will

appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit Sanction Status Master

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Status Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Sanction Status Master window appears. Update Name and click on

Update to complete the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Status Master from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Status Master from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

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5.5.1.2 Sanction SubTypes

The master data added here will appear in

Creating Sanction Subtypes

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Subtypes from the drop-down list and click Go.

3. Click on Create on the top right. The Sanction Subtypes window will appear.

4. Enter the details for Sanction Subtypes and select the appropriate options

from the Sanction Type and SAC Code drop-down lists. Click Create to save.

5. The new record will now be visible in the list of records.

Edit Sanction Subtypes

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Subtypes from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Sanction Subtypes window appears. Update Name and click on Update

to complete the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Subtypes from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Subtypes from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

5.5.1.3 Sanction Types

The master data added here will appear in

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Creating Sanction Types

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Types from the drop-down list and click Go.

3. Click on Create on the top right. The Sanction Types window will appear.

4. Specify the Name and click on Create to complete the step.

5. The new record will now be visible in the list of records.

Edit SANCTION TYPES

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To edit a record, click on the

button, which is an edit button.

4. The Edit Sanction Types window appears. Update Name and click on Update to

complete the step.

5. The changes will now reflect in the list.

Changing the Status

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Types from the drop-down list and click on Go.

3. All existing records under this master will be listed. To change the status of a

record, click on icon, which is a status icon. A pop-window will appear asking

for confirmation. Click OK to complete the step.

4. The record will now indicate an inactive status with the icon.

Deleting the record

1. Navigate to Liaison > Masters > Master Tables.

2. Select Sanction Types from the drop-down list and click on Go.

3. All existing records under this Master will be listed. To delete a record, click on

icon, which is a delete icon. A pop-window will appear asking for

confirmation. click on OK. Another pop-up window will appear displaying the

message "Deleted Successfully." This completes the step.

4. The deleted record will no longer appear in the list.

5.5.2 Manage Liaison Agents

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5.5.3 Bulk Upload Sanction Masters

5.5.4 Bulk Upload Sanction Details

5.6 Reports

5.6.1 Cash Flow

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5.6.2 Sanctions

5.6.2.1 Payments with Sanction Status Report

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5.6.2.2 Sanction Status Report