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How to set tenancy preferences

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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