How to create an additional reason for a change tenancy build automation around the change

Created by RevQore Support, Modified on Wed, 20 Mar 2024 at 10:13 AM by Ella Kitching

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

Please note:

This feature will work well with Xero and does not require any changes to the mapping
You cannot move a tenancy from one unit to another if there is a different owner or no owner. If the move involves a unit with a different owner then please set exiting tenancy to past and re-create a new tenancy.

How to create bespoke reasons for a tenancy change to show as a reason for using this feature

This gives an additional description of the reason for the change Go to preferences>tenancies>add a new type, For example, Create a reason called "Move tenancy (pricing)"

How to change a tenancy

Define the reason for the change renew, move etc

Now go through the 4 steps of the change tenancy screen

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