Tenancy Screen - General Information

Modified on Mon, 27 Jun 2022 at 12:06 PM

The following solution explains all of the fields of General Information on the Tenancy Record: 

Client Details
Opens the Client Record (clicking Client Details whilst in the Tenancy Record, and View Tenancy whilst in the Client Record allows you to toggle quickly between screens).
Property DetailsOpens the property screen.
Edit RentView/edit the Rent Record.
Phone Numbers

Default from client screen.
HouseholdDetails of Related Tenants 
Tenancy Start DateThe first date the tenant is charged rent for the room/property.
Rent Charged ToInitially, the Rent Charged To date will be the date before the Tenancy Start Date. After Rent has been generated, the date in the Rent Charged To column should correspond with the last date of rent charged in the Tenancy Transactions (this will be looked after further when generating a Tenant’s rent). 
Vacated DateIf blank, the Tenancy is current and active. The Vacated Date will appear when the Tenant vacates the Property.
Rent Paid ToYou can find out the exact date of where a Tenant’s rent is paid to, by clicking this button. When clicked, Chintaro will open a pop-up box which asks if you would like to enter additional rent amounts or run this calculation as at a particular date. 

This pop up allows you to enter a dollar figure to calculate the date a Tenant would be paid to in rent, if they were to make an additional payment. If the Tenant is not making an additional payment, and you want to calculate the date the rent is paid to currently, click OK.
Actual Start DateThe date the Tenancy first started. The Actual Start Date field is entered if your Organisation is new to Chintaro, but the Tenancy began some time ago. If so, enter the Actual Start Date in this field which will appear in Reports and on Tenant's Statements. 
Payment Book IDIf the Tenant is paying via the Bank, enter the Payment Book ID in this field so the reference on their bank statement will match the Payment Book ID in Chintaro. There can only ever be one instance of a Payment Book ID; it is a unique reference number so there cannot be two Tenants with the same Payment Book ID. 
Payment TypeSelect how the Tenant will pay rent from the drop down list. 
Expected Exit DateIf the Tenancy is short-term or you know the date the Tenant will be vacating the Room, enter the Expected Exit Date in this field.
Transfer?Indicates a Tenant has transferred from one Room to another within your Organisation. Tick the Transfer box to indicate that this is not a brand new Tenancy; rather it is a transfer. This is used for the NAHA report, but your Organisation may want to track transfers in this way.
Subsidy?Indicates if the Tenant is eligible for a subsidy in transitional housing (Victoria Only).
Bill Arrears?
Tick this box if you want the transaction date in the ledger to be the last date of the rent cycle, rather than the first
Last Inspection & Next InspectionEnter the Last Inspection Date, and next Inspection date (when known). If you use the Schedule Inspections screen, these dates will populate for you once the inspection has been scheduled. 
Last Rent Review and Next Rent Review DatesThe dates the Tenancy will undergo a Rent Review. These fields are used in Word Merges to advise Tenants of upcoming Rent Reviews.
Tenancy Manager Used to identify the Manager of the Tenancy. Select the Tenancy manager from the drop down list. Tenancy Managers are added/removed via the Tenancies Sub-Menu> Tenancy Managers screen.
ProgramThe stream of the business the tenancy is housed under. Will default to the program entered on the Property record, if applicable. 
BandUsed by Western Australian Chintaro Users. Enter the band of Affordable Housing that your Client falls in to. This will vary from State to State, but is usually dependent on individual circumstance and income. 
Equity PercentageIs used to indicate what percentage of the Property the Tenant owns, and is used in Rent Calculations.
Leaving Reason, Exit Point, Exit Outcome, # Bedrooms Exited ToPopulated when a tenancy is vacated for reporting. 

VCAT Hearing

Date of hearing at Victorian Civil & Administrative Tribunal
Induction Complete & Signed AgreementUsed for the Queensland CHACA Report.
Preferred ContactPreferred method of contact drop-down. Also visible on the Client screen, and all communication screens (Bulk SMS, Email, Word Merge for Clients, Tenancies, Waiting List, Arrears Management). 
Add any additional comments about the Tenancy in the Comments field.

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