Versions Compared

Old Version 6

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Image Removed

Info

This guide has been reviewed against our global client base and classed as relevant to

...

all regions

From version 12.130+, when using the tenancy renewal negotiation function, two updates are available:

  1. A renewal check can be marked as Not Needed

  2. A follow-up date can be added to a renewal which can then be reported on using Power Reports

...

Tip

For

...

Widget Connector
width675
urlhttps://www.youtube.com/watch?v=XpL64Awq9uM

more information on tenancy renewal negotiations, click here:
Tenancy renewal negotiation logging

1. Mark a renewal check as Not Needed

From the renewal negotiation screen, Checks section:

  • Click the link and select the required check

  • Tick Not Needed and click Accept

    The check is then displayed as complete but marked as not needed in brackets

...

Image Removed

Image Removed

Image Removed

Image AddedImage AddedImage Added

2. Adding a follow up date

From the renewal negotiation screen:

  • A Follow Up date can be set (bottom

...

  • left)

    The date is visible from both the Renewal Details and Agreement tab of the renewal negotiation screen

Image Added

3. Reporting on renewals due for follow up

The follow up date can be reported on via Power Reports

...

Image Added

  • From the Power Reports screen

  • Select report type of Renewal Negotiations

  • Select report criteria:

    • Status - select Negotiating
      To return

...

    • current negotiations

    • Follow Up - select date range to report on
      E.g. this week, today, next x days 

  • Click Run Report 

...

Image Removed

...

Info

For more information on Power Reports including how to build and save a report, click here:
Power Reports

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel = "renewals-alts" and type = "page" and space = "RW"
labelsrenewals-alts 12_130 12_130-sales-lettings-rnote

...

Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

...

From version 12.130+, when using the tenancy renewal negotiation function, two updates have been applied