Help with Letting

How do I create a tenancy?

1. Locate the applicant who is starting the tenancy
2. Click the 'Tenancies' tab
3. Click 'add tenancy' and select the property from the list
4. Fill in the details and save the tenancy

Note: if the property does not appear in the list, locate the property then make sure the 'Property is on the market' indicator is ticked.

How do I create a tenancy agreement?

1. Locate the tenancy either through the applicant, the property or the 'Pipeline' list under the 'Letting' tab
2. Click on the 'Documents' tab
3. Select the Agreement from the drop down and save it
4. The document will appear in the list

Click on the document name to edit the document or the 'Preview' icon to create a printable version.

How do I send rent demands to my tenants?

Rent Demands are sent to tenants to indicate that the rent is due for the current time period, usually one month. We have called them Invoices and they should contain rent and other Charges.

1. Locate the tenancy either through the applicant, the property or the 'Tenancies' list under the 'Letting' tab
2. Click on the Charges tab
3. Click 'create charge'
4. Fill in the details making sure to select the correct charge Type. Save the charge

Repeat for all other things you've charged the tenant for during this period e.g. Deposit, Inventory, etc.

Once you've finished creating the charges for this period, you are ready to create the Invoice:

1. Click on the Invoices tab
2. Select the date range for which you want to create the Invoice and click on 'Go'
3. The Invoice will appear in the list. Click on it to create a printable version

How do I send statements to my landlords?

Statements are sent to landlords to summarise all the financial activity relating to the tenancy for the current month.

1. Locate the tenancy either through the applicant, the property or the 'Tenancies' list under the 'Letting' tab
2. Click on the Payments tab
3. Click 'create payment'
4. Fill in the details making sure to select the correct payment Type. Save the payment

Repeat for all other payments you have made or received for this tenancy during this month. These might include Rent Payment, Management Fee, Repair and Maintenance, Payment to Landlord etc.

The balance at the end of each month should be £0.00.

Once you've finished creating the payments for this month, you are ready to create the Statement:

1. Click on the Statements tab
2. Select the date range for which you want to create the Statement and click on 'Go'
3. The Statement will appear in the list. Click on it to create a printable version

How do I setup reminders?

You can setup reminders for various events that occur during the course of managing a property such as a Gas Check or Notice to Quit.

Reminders are grouped into reminders for a property and reminders for a tenancy. They are created in the same way:

1. Locate the property or tenancy
2. Navigate to the edit page
3. Set the date of the reminder and save

The reminders appear in the Property Management section of the Letting page.