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How to Customise the add tenancy screen by setting up the your prefered default settings

Personalizing this screen helps eliminate errors when setting up the tenancy. The areas that can be set include This article is linked to adding a tenancy

  1. Tenancy type
  2. Contract type
  3. Status type
  4. Deposit registration required
  5. Switch off recurring
  6. Next collection date
  7. Deposit warning
  8. Recurring tenancy fees – Available on Professional and enterprise packages
  9. One-off move-in transaction – Available on Professional and enterprise packages
  10. Bespoke Rent frequency

1. Tenancy type

Go to settings>tenancy settings>default

 

2. Contract type

Go to settings>tenancy settings>default

 

3. Status type

Go to settings>tenancy settings>default

 

4. Deposit registration required

Go to settings>tenancy settings>default

 

 

 

 

 

5. Switch off recurring

For those that do not want to create a tenancy with a recurring transaction on page 3 then ensure this switch is off.

Go to settings>tenancy settings>financial

 

 

6. Next collection date

When creating a tenancy you can define the date you want Arthur to collect the first recurring. The options include

  • Next collection
  • Start date of the tenancy
  • No define

Go to settings>tenancy settings>financial

 

7. Deposit warning

Set a warning based on the number of weeks you require for a deposit

Go to settings>tenancy settings>financial

 

 

 

 

8. Tenancy recurring settings

This relates to page 3 of the add tenancy screen and will display whatever recurring are set

Go to settings>Tenancy recurring settings.

 

9. Tenancy transaction settings

Go to financials>Tenancy transaction setting or tenancy recurring settings. This relates to page 4 of the add tenancy screen and will display whatever one off transactions are your default move in position

 

10. Customize your frequency of collection

This is linked to the article customize your rent frequency 

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