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).
Tenancy Functions: The Tenancy Functions are the blue buttons at the top of the Tenancy Record. These include Functions 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 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