Page Comparison

1. Access alterations screen

The Tenancy Renewals & Alterations screen can be accessed in two places on the tenancy record

From the Details tab:

• Click the Status menu

• Select Add renewals / alterations / fees

OR

From the Financial & Renewals tab:

• From the Renewals / Alterations / Fees panel (bottom of screen)

• Click 

2. Select renewal type

• Select Add renewal, alteration or fee
  

• Click Accept
  
  Tenancy renewal negotiations are covered here

3. Add an alteration

For information on adding a renewal, see step 4

• Leave Alteration selected
  

• In the From field to the right, enter the date from which the alteration will apply 
  

• The Rent and Payable fields are greyed out but can still be altered

  • Make required changes to one/both fields
    

• Enter details of any One-off fee, Account, Amount and Narrative
  

• The bottom panel allows adjustments to the fees to be made
  Although these fields are greyed out they can still be changed
  
  Details of the alteration are stored at the bottom of the Financial & Renewals tab

4. Adding a renewal

• Select Renewal
  

• The From and To dates to the right will be automatically populated, check these are correct for this renewal
  

• The Rent and Payable fields are greyed out but can still be altered

  • Make required changes to one/both fields
    

• Enter details of any One-off fee, Account, Amount and Narrative
  

• The bottom panel allows adjustments to the fees to be made
  Although these fields are greyed out they can still be changed
  
  Details of the renewal are stored at the bottom of the Financial & Renewals tab