How to set tenancy preferences

Modified on Tue, 26 Mar at 8:52 AM

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