Viewing an Active Tenancy Record

Modified on Thu, 24 Mar 2022 at 02:27 PM

To view an Active Tenancy record (to see someone who is currently Tenanted with your Organisation), from the Home Screen, click Tenancies, then Manage Tenancies and double click on the Tenant's name to view their Tenancy Record.

This will open their Active Tenancy Record, which is separated in to a number of sections:

General: The General section contains General information about the Tenant, including the Tenancy Start Date, Rent Charged To Date, Tenancy Manager, etc.

Tenancy Transactions: The Tenancy Transactions ledger records all of the financial transactions (charges and payments) between your Organisation and your Tenant.

Tags & Alerts: The Tags and Alerts on the Tenancy Record have defaulted from the Client Record, and are used to group your Clients/Tenants by certain characteristics.

Arrears Actions: The Arrears Actions section will be updated with Arrears Actions that you take, if the Tenant goes in to Arrears.

Related Links: The Related Links on the Tenancy Record have defaulted from the Client Record. This is where you can add a hyperlink to a Tenants file/folder on your network.

Notes: The Notes Section on the Tenancy Record have defaulted from the Client Record, and is where you record Case Notes about the Client/Tenant History, and where the System will make Notes about the Tenant (EG Change of Address).

Processes: The Processes section is where you can see the status of your internal processes involving this tenant such as the Vacancy process

Complaints/Incidents: The Complaints/Incidents Section is where you can raise incidents involving this tenant and view existing incident history.

Tenancy Functions: The Tenancy Functions are the blue buttons at the top of the Tenancy Record. These include Functions Reporting details, viewing what the Tenant’s Balance is ‘As At Today’, a function to add Direct Debit Details (if applicable), a function for Payment Arrangements or Splits, Functions to SMS, Email, and Word Merge your Tenants, a function to add Lease Details, the Generate Rent function which enables you to Generate Rent for one Tenant, the Bond Transactions Ledger for the tenant, the Tenancy Transactions default screen view, a function to print a Statement of the Tenant’s financial transactions, and a Rent Calculator function used to calculate how much rent the Tenant will pay.

Overview of Tenancies eLearning Video