How to transfer a tenancy to another address

A tenant may move to another address at different stages of a tenancy. The scenarios listed below are recommendations on how best to handle this in the software.

Scenario 1

Prospective or approved can use the transfer function. If transactions and recurring have been added, void them first and re add once the transfer has occurred. This will avoid database issues going forward.

**Avoid this function if you are connected to Xero and Quickbooks and you have syncronised. If you are using these set the existing tenancy to past and create a new tenancy in the new address.

To see how to use this function see below.

Scenario 2

If you are transferring a long term tenancy you should set the current/periodic tenancy to past and create a new tenancy in the new unit. This ensures that the history of that tenancy remains with the correct unit. When creating the new tenancy, remember that on page 3 of the add tenancy you can easily add the existing applicant again.  Please invite tenant to the new new tenancy. If  any documents need to move to the new tenancy simply attach them to the new tenancy. To know how to do this see understanding how to handle documentation and look for “Attach to”

 

 

Scenario 1 – Using the Transfer function

Go to Tenancy>More>Transfer Tenancy

 

or within tenancy record

 

 

 

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