Creating a Pending Tenancy
Within the ‘Tenancy’ module click on ‘New Tenancy’.
You will
then be presented with the ‘Tenancy-New’ screen and the ‘Contact List’ will
automatically show over the top. This screen is prompting you to select the
contact you wish to add to a property to create the tenancy.
(Notice
Tenant and Applicant are automatically selected in orange.)
Click once
on the desired contact to highlight in blue, and then click ‘Select Contact’.
It will now display the 'Property List' window, select the property in the same way | |||||
If an applicant has been assigned to a property when
created, then the ‘Property List’ will not appear, it will automatically select
that property and the window below will appear.
Fill in all
other details such as the start date and the term (this will define the end of
the agreement). The rent is the ACTUAL rent the tenant will pay and not the
target/desired rent on the property record.
Benefit
The ‘Benefit’ button will open the benefit screen; on here
you will set the contribution of rent that the tenant pays and what the benefit
agency will pay, also the frequency of each payment. The ‘Total Rent’ will
calculate and should match the agreed rent on the previous tenancy screen.
On the ‘Paid by’ section you must
select the Local Authority/Benefit payer from your list of contacts, if they do
not exist yet you will be able to create a new contact from this screen.
The ‘Benefit Nominal’ is what you set in your nominal
ledger; this could include just rental income or could be a unique nominal just
for benefit income.
The Benefit
VAT code should be 9 as VAT is not charged on a benefit payment.
Once all the details are correct select ‘Update with
Benefit’.
Enter the
amount of deposit you will request from the tenant this will be raised when the
tenancy is set to active on the charging schedule.
You should select the deposit holder whether it be the
Deposit Protection Service or yourself etc.
Select the type of deposit whether it is custodial (held by
DPS), Insured (Held by Landlord but covered) or held directly by the landlord.
Select when the deposit was taken from the tenant and
registered if applicable, you may also put any applicable reference if
required. Then ‘Exit’
Once all details are completed and you are happy, click
‘Save and Exit’ (top
Left of screen)
You will then be prompted with ‘Do you want to change the
status to ACTIVE’, click ‘No’ to make this a pending tenancy.
Related Articles
Tenancy Activation - Agent Version
Go to the ‘Tenancy/Lease’ module. Select ‘Pending’ in the left side filter. This will bring up a list of pending tenancies. Double click on the pending tenancy you wish to activate. If the window below appears, select NO. For expired tenancies only: ...Tenancy Aged Balances
Within the ‘Tenancy/Lease’ module, you have ‘Aged Balances’ which reports on aged debtors. Before you run the report, you must set up the periods. Clicking on ‘OK’ displays the Aged Debtors Report. You can double click on any line and it will open ...Creating Merge Field Templates for Letters, Emails and SMS
You will notice in each of the modules below, there is a ‘Communicate’ section. The ‘Communicate’ section includes ‘Letter’, ‘Email’, and ‘SMS’ (Text). Each module will have specific templates based on that module. For example, opening the ‘Letter’ ...Creating A New Supplier Account
To create a new Supplier, go to the ‘Suppliers’ module. Make sure that you are in the ‘Suppliers List’ screen (tab in the bottom left corner). Select the ‘New Supplier’ function from the top tool bar. In the new window record your new supplier ...Tenancy Journal
To attach a ‘New Diary Event’ to Decorus open any Tenancy record and click on the ‘Journal’ tab, you will be presented with 5 new tabs on the top of the journal module (Diary, Emails, Documents, Notes and SMS) Diary Event Whilst on the ‘Diary’ tab ...