Tenancy
One Off Tenant Invoice
One Off Tenant Invoice - Click on the 'Tenancy' module (Top bar from the main screen) - Then click 'Tenant Invoice' and the 'Post Transaction' window will appear. - Select the contact that the invoice is for by clicking the grey box to the right of ...
Give Notice, Renew and Complete a Tenancy
Give Notice, Renew and Complete a Tenancy - Go to the ‘Tenancy’ module - Double click on the tenancy for which you wish to ‘Give Notice’. - Click on ‘Change Status’ and another window will appear. - In this window you will see that ‘Notice Given’ ...
Receipting Housing Benefit
Receipting Housing Benefit - Go to the 'Tenancy' module and click on 'Benefit Receipt'. - The 'Benefit Receipting' window will then appear. - Click on the address book against the 'Account Ref' to bring up the contact list. You can also select the ...
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 ...
Allocation
Allocation If your tenancy/ landlord/ housing benefit balance is £0.00 but there are outstanding transactions on the account, you have to perform allocation on outstanding transactions. - To do this go to the 'Tenancy' module and select 'Tenant ...
Overcharged rent connection
Overcharged Rent Correction - To refund a tenant go into the tenancy record and click to 'Activity' tab at the bottom of the screen. - Once in 'Activity' click 'Schedule' from the top. - Then select single from the bottom of the screen. - This ...
Tenancy Activation - Agent Version
Tenancy Activation - Agent Version - Go to the tenancy module. - Double click on the pending tenancy you wish to activate. - If a window pops up asking 'Do you wish to set the status to ACTIVE' click 'No'. For expired tenancies only; if you see ...
Tenancy Activation - Landlord Version
Tenancy Activation - Landlord Version - Go to the 'Tenancy' module. - Double click on the pending tenancy you wish activate. - If a window appears saying 'Do you wish to set the status to ACTIVATE and raise any due charges' click 'No'. For ...
Nightly Invoicing
Setting up a Tenancy with Nightly Invoicing To set up a tenancy on a nightly invoicing basis: - Click on the 'Benefit' icon in the applicable tenancy record. - Make sure you complete: Benefit Contribution, Frequency, Last Charge (when was the ...
Creating a Pending Tenancy
Creating a Pending Tenancy - Go to the 'Tenancy' module and click 'New Tenancy'. - You will then be presented with the 'Tenancy - New' screen and the 'Contact List' will automatically show over the top. - Select the contact that you wish to add ...
Tenancy Checklist
The Tenant Checklist In the 'Tenancy' module, double click on any tenancy to open up the relevant record, click on the 'Information Bar' and click on the 'Check List'. This will bring up the tenants checklist on the right hand column. These ...
Setting up a Tenancy Alert
Setting up a Tenancy Alert In the 'Tenancy' module, double click on any tenancy to open up the relevant tenancy record, click on the 'Information Bar' and click on the 'Check List'. This will bring up the tenants checklist on the right hand ...
Adding Contacts to a Tenancy Record
Adding Contacts to a Tenancy Record - Go into a tenancy record and from the tabs along the bottom, click on Contacts'. - From here you can add, edit, delete or print the list of contacts. To add a new contact click on the 'Add' button, you can ...
Attaching Diary Events, Emails and Documents to the journal
Attaching Diary Events, Emails, Documents and Notes to the Journal To store diary events, emails, documents and notes to the relevant property record, open the property record and click on the 'Journal' tab. You will be presented with 4 new tabs ...
Adding tenant to property with housing benefit
Adding a Tenant to a 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 record (so it is highlighted in blue) and ...
Deposit Receipts and Return
Deposit Receipt and Return Receipting Deposits Custodial (paid into deposit scheme) Once you have received the deposit payment from the tenant you will need to transfer the payment to the deposit scheme. - Go to the 'Tenancy' module and ...
Recreating Charging Schedule - Fix Tenancy (Agent Version)
Recreating the Charging Schedule (Fix Tenancy) If you wish to amend any details of a tenancy midway through, you can do this by recreating a schedule. - Double click on the tenancy record you wish to amend to open the record. - Click on ...
Recreating Charging Schedule - Fix Tenancy (Landlord Version)
Recreating Charging Schedule - Fix Tenancy (Landlord Version) If you wish to amend any details of a tenancy mid way thorugh, you can do this by recreating a schedule. - Double click on the tenancy record you wish to amend to open the record ...
Updating a Periodic Tenancy
Updating a Periodic Tenancy - Go to the 'Tenancy' module (top bar). - Double click on the tenancy where the rent is being increased. - Click in the 'Information Bar'. - Select 'Renew/Update Tenancy Agreement' from the list. You will see that ...
Tenancy Schedule (Agent)
Tenancy Schedule - Agent The 'Tenancy Schedule' window is where the advanced rent schedule appears; in this window you have various tabs along the bottom. To get to the schedule window, go into a tenancy record and click 'Activity' from along the ...
Tenancy Schedule (Landlord)
Tenant Schedule - Landlord The 'Tenancy Schedule' window is where you will find the advanced rent schedule; in this window there are various tab along the bottom. To get to the schedule window, go into a tenancy record and click 'Activity' from ...