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:

You will see the window below (expired tenancy information window) click OK.

Select accordingly on next/ below window:

1. If tenancy is extended on periodic basis select YES.

2. If tenancy is extended on another fixed term, select NO and overtype END of tenancy day.


	Important notice: Check all highlighted fields before you activate the tenancy (once the tenancy is activated some information cannot be amended).

If all information in the tenancy window is correct, please click on ‘Change Status’.

In the Change the Status of the Current Agreement window, change to Active is pre-selected so you just need to confirm this by selecting Change Status.

Click 'Yes'

The next window is the Charging Schedule; this is the most important window for future tenancy transactions; (Accuracy and the correct information/settings at this point are essential.)

Under the Rent tab there are 3 options:

1. New Tenancy (if this tenancy is new)

2. Opening balance (if tenant has an opening balance when you move from your old system to the new system)

3. Continue with Sage financial activity or existing tenancy (not a new tenancy and with no opening balance).

Depending on the property management type, the charging schedule will be raised accordingly.

There are three types of management:

· Full management (in the charging schedule, charges should be raised for the remaining months of the tenancy against the control account nominal code- landlord/client control account- if you use our defaults: 2160)

· Let only (in the charging schedule for new tenancies there should only be 3 options: deposit charge against control nominal code –if using our defaults: against 2150, 1^st month rent against landlord/client control account- if you using our defaults: against 2160, and charge for let only fee raised against landlord)

· Guaranteed Inc. (charging schedule should be raised against a nominal code from the 4000 range)