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Add or change a tenancy

The tenant, unit, dates, rent, service charge, deposit, utilities, billing day, notice and yearly increase.

What this page is for

Set up a long stay before it starts. Once started, it can no longer be edited here.

Who can use it

Add tenants and run tenancies (by default Admin, Operations, Finance).

How to set up a tenancy

  1. Choose an existing tenant, or fill in a new one (individual or company, with the email invoices go to).
  2. Choose the unit and the first day; leave the last day empty for a rolling tenancy.
  3. Enter the monthly rent, service charge and deposit.
  4. Choose how utilities are paid and, for metered utilities, the price per unit of each meter.
  5. Set the billing day, notice period and yearly increase, and select Save.

Fields and columns

Field Meaning
Last day The tenant's last night in the unit. The unit is free again from the next day.
Invoice on day of the month 1 to 28.
Utilities Included in the rent; a fixed amount each month; or charged from meter readings.
Yearly increase (%) Applied to rent and service charge on each anniversary.

Statuses and automation

Saved tenancies are drafts: nothing is blocked or billed until Start tenancy.

Settings that change this page

The currencies come from Exchange rates.

FAQs

Where does the deposit go? It is recorded here and in the agreement. Take the payment as a booking payment or through Security deposits.

Troubleshooting

Problem What to do
The unit is missing Only units in use that you can see are listed.

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