Adding a tenant to a Property

Adding a tenant to a Property

Adding A tenant to the Property With Housing Benefit

 

- Go to the 'Property' module and select 'Add Tenant to Property'.

- Select the tenant from the contact list by single clicking on the correct contact contact record (So it is highlighted in blue) and click 'Select Contact' from the top left corner.

- Make sure tat all the below information is correct:

> Listed tenants

> Property

> Management type and next to it Landlord

> Listed Sage company

> Start date of the tenancy

> Initial terms

> Rent

> Frequency

If the tenant is on housing benefits you need to add this into the equation

- Click on the 'Benefit' icon.

- This will bring up the benefit window. 

- Complete all the details (remember tenant contribution is always paid in advance and benefit contribution is always paid in arrears)

- 'Paid By' click on the little address book icon and a new window will appear for you to select benefit body.

- Select the benefit agent by clicking on the single line (to highlight in blue) and click 'Select Contact'.

- Press 'Update with Benefits'.

- You will notice that the 'Agreement Details' have been updating.

- Once all the information is correct, click 'Save and Exit' (top left window).

 

 

 

 

Please See Attached Document For More Information


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