How best to set up your business preferences around a tenancy
Go to preferences>tenancies
This includes:
General
This includes setting the default length of time for an expiring contract and move out to show on the dashboard. This is linked to understanding expiring tenancy
Default
This sets up page 1 and page 2 of the add tenancy screen. This is linked to adding a tenancy
Financial
This sets your default on the add tenancy screen.
The on-off button will remove recurring charge option when adding a tenancy on page 3 and 4 of the add tenancy screen. This is linked to adding a tenancy
Tenancy status
This allows for automatic switching of a tenancy status. This is linked to understanding the tenancy journey
Contract types
This allows for additional contract types. This is linked to adding a tenancy
Tenancy history
Allows for the reason why the change tenancy has occurred and this is logged in the history of the tenancy. This is linked to moving or renewing a tenancy
Tenancy subtypes
Allows for each main tenancy type to have a tenancy subtype. This linked to tenancy types and subtypes
Rent reviews
Allows for editing and adding of descriptions for uplifts in for rent reviews. This is linked to Understanding rent reviews
Tenancy transactions
Allows for bespoke transactions on page 4 of the add tenancy screen. This is linked to adding a tenancy page 4 for move in transactions
Tenancy recurring
Allows for bespoke recurring on page 3 of the add tenancy screen. This is linked to adding a tenancy – page 3 adding the tenants recurring charges
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