12 – Permanent Rentals – Add a Record (Tenant)

Procedural Note 12 

Permanent Rentals – Adding a new record/tenant 

To access this feature, click on the Permanent Rentals tab located in the menu on the left-hand side of your screen. This will bring up a list of your Permanent rentals.

            1. In this Permanent Rentals Tab, press Add record.

             

            2. Enter the Tenancy details as prompted in the details tab.

            

            

                  a) Start date

                  b) Durations (weeks) – lease duration

                  c) Expiry Date – will autofill based on entries a & b

                  d) Door – unit number (choose from dropdown)

                  e) Tenant code – Tenant identifier (we recommend “Unit#Tenantsurname”)

                  f) Required days in advance - rent due

                  g) Frequency - rent frequency

                  h) Commission – Management commission 

                  i) Rent amount

                  j) Name of tenant

                  k) Email address – Tenant Email address

                  l) Phone number – tenant phone number

                  m) Rent account

                  n) Description for rent

            3. Enter lease and bond details as prompted in the Lease & bond tab.

                  a) Lease start date

                  b) Lease end date

                  c) Tick Bond applies to this tenancy (if relevant)

                  d) Bond date

                  e) Bond amount

                  f) Notes

                  g) Bond authority (supplier account) 

                  h) Create automatic bond authority charge (Optional)

            Once complete press save. 

            

 

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