How to set tenancy preferences

Modified on Tue, 26 Mar 2024 at 08:52 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


                  

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