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How to renew and/or move a tenancy

The change tenancy feature allows users to make changes to a tenancy in an easy flow that include for example :

  • Renewal of a tenancy
  • Moving a tenancy to another address

This article will look at how:

  1. How to create reasons for a tenancy change
  2. How to view the log of the details of a tenancy change
  3. How to carry out a tenancy change
  4. How to create automated actions around the tenancy change

Please note:

  1. This feature will work well with Xero and Quickbooks and does not require any changes to the mapping
  2. You cannot move a tenancy from one unit to another is there is a different owner or no owner at all.
  3. This feature does not work if there are no owners attached to the units

 

1. How to create reasons for a tenancy change

This gives an additional description of the reason for the change

Go to prefrences>tenanciess>add a new type, For example, Create a reason called  “Move tenancy (pricing)”

 

 

 

 

 

 

 

 

 

 

The reason will be displayed in the dropdown when going through the process of changing a tenancy and will be recorded as such

 

 

2. How to view the log of the details of a tenancy change

Go to the tenancy and there is a tab called history where the changes are visible

 

 

3. How to carry out a tenancy change

Go to tenancy>menu>change tenancy

 

or Go to tenancy index page>menu>change tenancy

 

 

Define the reason for the change

 

 

Now go through the 4 steps of the change tenancy screen

 

4. How to create automated actions around the tenancy change

Go to settings>automated events>change tenancy

From here you can build your automation. This is linked to understanding how to add an action to an event

 

 

 

 

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