The left side of the Details screen pulls together property, landlord & tenant details 1. Landlord Details Clicking the Property address displays the property record
Clicking the Landlord name displays the landlord record
Use the icons beside the contact details to call, text or email
Clicking the Accounts link gives access to the landlord account details
|  | 2. Main Tenant & Additional Tenants / Occupiers Main Tenant Clicking the Main Tenant name displays the tenant record
Use the icons beside the contact details to call, text or email
Additional Tenants / Occupiers Clicking a tenant name displays the tenant record
Click for options to add a New tenant or a New occupier For information on adding occupiers, click here
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The Main Tenant name is assumed from the legacy tenancy screen as the first tenant in the Tenant Details field |
| 3. Email login details to tenant Applicable when using Reapit Online self-service web portals/trackers
From the Main Tenant panel: |  Info |
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The Reapit Online self-service web portal, gives the tenant access to such functions as fault reporting, tracking works orders, viewing transactions etc |
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The central section of the Details screen shows details of the tenancy, relationships & accounts 4. Tenancy details Tenancy Status, Type & Role are shown, click the arrow to display drop down menu options
Clicking the icon to the right of the tenancy Status gives direct access to add a renewal, alteration, fee or renewal negotiation for the tenancy - see 4a
Tenancy start/end dates plus Rent and Fees are displayed
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title | 4a. Shortcut icon to add renewal, alteration, fee or renewal negotiation |
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| 5. Relationships |  Expand |
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title | 5a. Adding an agent or inventory clerk |
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| Adding an agent allows you to pick from the company records Adding an inventory clerk allows you to pick from the list of AgencyCloud users Once selected, the clerk and/or agent name is displayed in the Relationships panel
 To remove the agent/clerk relationship from the tenancy, hover over the name and click the delete icon that is displayed |
| 6. Accounts Applicable when using Reapit Client/Trust Accounts A summary of the account information for this tenancy is displayed, including: Deposit details, click Manage to display the Tenancy Deposit Details screen
Details of Unallocated and Float Held funds are shown
The current Arrears total is displayed along with the Do not chase option (which removes the tenant from the Chase Arrears function)
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The panel on the right side, showing the Activity Feed and Accounts Functions, is displayed when viewing any screen/tab on the tenancy record 7. Accounts Functions The Accounts Functions panel gives access to the invoicing and receipts functions via expanding menus (rather than right-click menus previously seen in the legacy tenancy screen) Clicking the arrow beside Accounts Functions collapses the panel, click again to expand Useful if needing to view the Activity Feed panel in full, see Financial & Renewals section for example
7a: Invoicing options Invoicing options, previously available by right-clicking the invoice link, are now accessed by clicking the arrow to the right of Invoicing Clicking the Invoicing text displays the Create Invoice screen directly
7b: Receipts options Receipts options, previously available by right-clicking the receipt link, are now accessed by clicking the arrow to the right of Receipts Clicking the Receipts text displays the Tenant Receipts screen directly
| Image Removed Image Added7a: Invoicing options Image Removed Image Added7b: Receipts options  | 8. Activity Feed As with previously updated screens (contact, applicant, property) the Activity Feed pulls together all significant activity for the tenancy Tenancy notes still exist but are added as journal entries
Click for options to Create journal entry, task or call reminder
Choosing to Create journal entry offers the Tenancy Note options, as before, see 8a
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title | 8a. Create journal entry |
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