...
This page outlines the processes to follow to end a tenancy
1. Confirm tenancy end date From the tenancy: Check the Tenancy end date is correct
Tick End confirmed (to right of end date)
A prompt will be displayed, as shown right
Click Yes
|  |
2. Enter reason Enter the reason for this tenancy ending - this is logged in the property journal and the tenancy record |  |
3. Book check out appointment From the Post-Tenancy tab: Beside Check out, click Create appointment
Complete appointment details
The Entry Date will automatically be entered as the tenancy end date
The usual process for booking an appointment in the diary should be followed, as outlined in this guide Book initial & future property inspections
Click Save and Exit to return to the tenancy screen
The check out appointment date/time is displayed on the Post-Tenancy tab - see 3a
|   | Expand |
|---|
| title | 3a. Check out appointment details |
|---|
| Once a check out appointment has been created, this is displayed on the Post-Tenancy tab:  When this appointment has been carried out, the Check out completed box should be ticked |
|
4. Original End date field The Original end date field should be completed when a tenancy has ended prior to the original arranged end date
|  |
5. Access post-tenancy checks Post-tenancy checks need to be completed From the Post-Tenancy tab: Use the link to the right of the check to update the status of it
Options are:
Needed, Not Needed, Sent/Arranged, Completed
If your configuration settings allow: Click Add to add further entries to the list Click the red cross on the right to remove a check Click into the field to edit the check title
The paperclip icon beside the check allows you to attach associated documents - see 5a
The order of the checks can be changed - see 5b
|  | Expand |
|---|
| title | 5a. Attaching associated documents |
|---|
| Click the paperclip icon beside the check to access the Document Management screen:  - Drag and drop your document over the above window, or click Add and browse to it - The Rename field allows you to change the document name and Type (as you want it to appear in the above window) - Click Accept
The document is displayed in the Document Management window - After clicking Exit, the Document Management screen can be accessed again using the paperclip icon beside the pre-tenancy check |
| Expand |
|---|
| title | 5b. Changing the order of the checklist |
|---|
| - Hover mouse pointer over the check to move
 - Click and drag the double-headed arrow icon on left of screen to move the check |
|
6. Update & complete post-tenancy checks |  |
7. Re-letting the property To re-let the property while you are waiting for the current tenancy to end From the property record: |  | Info |
|---|
Making the property available means it will be uploaded to the relevant property portals and matched to prospective tenants |
|
8. Mark tenancy as finished When the tenants have left the property mark the tenancy as finished From the tenancy: Click the Details tab
Click the Status menu and select Tenancy finished
A prompt will be displayed
Click Yes
If you are now re-letting the property, click Yes to make the property available
| Info |
|---|
The property status will be updated accordingly |
|    |
...
