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This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC, UAE

This page outlines the processes to follow to end a tenancy

1. Confirm tenancy end date

From the tenancy:

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:

Click Create check out 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

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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

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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

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title	5b. Changing the order of the checklist

6. Update & complete post-tenancy checks

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A tenancy cannot be made ended until all checks are marked as Completed (or Not Needed)

7. Re-letting the property

To re-let the property while you are waiting for the current tenancy to end

From the property record:

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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:

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The property status will be updated accordingly

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