Give Notice, Renew & Complete an Agreement

Give Notice, Renew & Complete an Agreement

Decorus allows you to track the status of your agreements from renewal to notice given. To get the most out of the software you will want to make sure that you keep this information up to date. 

 Give Notice

 Double click on the tenancy that you want to ‘Give Notice’


 Click on ‘Change Status’ and another window will appear – In this window you will see that ‘Notice Given’ is highlighted. Click on the ‘Notice Given’ box and another window will pop up.







Enter the date and any notes that you have in this window then click ‘Notice Given’ again.

 






You will then get a pop up asking if you want to change the status of the agreement. Click ‘Yes’















The status has now changed to ‘Notice Given’


When you tick ‘Advertise this Property’ it makes it available so if you have a new tenant already for this property you can move them in before the old tenancy ends

 

Repeat the process, this time you will see that ‘Move Out’ is highlighted. Click on ‘Move Out’,

 

This will bring up the next screen in which you can enter the date the tenant has moved out.

 

The status has now changed to ‘Moved Out





Repeat the process, as above, this time you will notice ‘Complete’ is highlighted, if you are happy to complete and there are no more outstanding charges, click ‘Archive’ and you will notice ‘Clear down Schedule’ will appear





 

This will then bring up the following screen

Click ‘Clear down schedule’ this will clear any outstanding schedules, if any.

If you wish to suspend charges tick the ‘Suspend Charging’ box, then click ‘Change Status’




 

It will ask ‘Are you sure you want to clear the unposted tenant schedule for this tenant’ – click ‘Yes’– then click ‘Save & Exit’


 This tenancy will now be in ‘Completed’ and the property will show as available under the ‘Property’ module



Renewing a Tenancy

A tenancy that is due to expire will appear in the ‘Expiring Tenancies’ in the ‘Tenancy’ module 60 days prior to the expiry date (the 60 days is an option that can be changed in ‘Preferences’).



If you click on the tenancy you wish to renew a warning box will appear


At this point you have 5 options, choose ‘Renew Agreement and click ‘Continue’.


This will bring a new box up down the right hand side.

 



If you have un posted rents, for example 2 months left of tenancy, make sure the ‘Erase any unposted schedule items’ box is un ticked, however if this box is ticked that means, everything that is in the Schedule will be deleted (make sure you double check before updating).

 

It will pre-select the date to continue from the last date of the agreement; you can alter any of these fields or if you are happy with the schedule, click ‘Update Agreement’.

 

The following window will appear, click ‘Yes’

 

In the next window, dependent on if you wish to clear the existing schedule or not, click either ‘Yes’ or ‘No’


 It will then change the right hand side to show ‘Check List’ and if you go to ‘Activity’ & ‘Schedule’ you will see that a new schedule has been created – click ‘Save & Exit’.



Choose ‘Continue on a periodic basis’ and click ‘Continue’

 
The same box will appear down the right hand side, however this time ‘Periodic’ is now pre-selected, if you are happy for it to continue on periodic, click ‘Update Agreement’

 

 This time a schedule will not be created it will create a transaction every month on the date set until you end the agreement – click ‘Save & Exit’.







    • Related Articles

    • 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 ...
    • Periodic Tenancy

      A ‘Periodic Tenancy’ is a month by month rolling contract. This means that a tenancy schedule is not created, the transaction will create on the date of the month it is due. For example, if a tenancy started on the 1st of the month and the rent is ...
    • 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: ...
    • Adjusting Details in a Tenancy Agreement

      To adjust the details on an active tenancy agreement, you will need to revert the tenancy to pending. Changes cannot be made to a tenancy that is Active as at this point the agreement has been made with the tenant.  To revert the tenancy to pending, ...
    • 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 ...