Page Comparison

1. Access alterations screen

The Tenancy Renewals & Alterations screen can be accessed in

several places on the tenancy record

From the Details tab:

• Click the Status menu

• Select Add renewals / alterations / fees

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• Or - click the icon to the right of the tenancy status, or from Financial & Renewals tab

• , Renewals / Alterations / Fees panel (bottom of screen)

• , click 

2. Select renewal type

• Select Add renewal, alteration or fee
  

• Click Accept
  

3. Add an alteration

For information on adding a renewal, see step 4

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• Ensure Alteration is 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

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• 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