Page Comparison

1. Add break clause

Add a break clause, as usual

From tenancy or renewal:

• Click Agreement tab at top

• In Break Clauses panel, click and select the relevant break clause

2. Complete break clause information

The fields shown/how they work depends on which version of AgencyCloud you are running

• If using AgencyCloud 12.168+, see step 2a

• If using AgencyCloud 12.159-12.167, see step 2b

2a. Complete break clause information - from AgencyCloud 12.168+

• Enter details, as usual - including Applies To setting and Agreed options
  (plus in Letter Text -complete any additional details, as required)

Two extra fields are available:

• Break After

  • Click Select and choose the required period that the break clause will start

  • The date will be automatically entered - based on the Tenancy Start date (minus 1 day)

• Required Notice

  • The date will default to the same date as the Break After date

  • Click Select and choose the required notice period for the selected break clause - the date will be calculated from the Break After date (minus 1 day)

• Break clause details and dates are now displayed and complete, click Save

2b. Complete break clause information - from AgencyCloud 12.167 and below

• Enter details, as usual - including Applies To setting, Active date and Agreed options
  (plus in Letter Text -complete any additional details, as required)

Two extra fields are available:

• Break From

  • Click Select and choose the required period that the break clause will start

  • The date will be automatically entered (based on the Active date already set)

• Required Notice

  • The date will default to the same date as the Break From date

  • Click Select and choose the required notice period for the selected break clause

• Break clause details and dates are now displayed and complete, click Save

3. Break clause information on tenancy details & renewals screen

When a tenancy or renewal has an available break clause, this will be indicated on the tenancy and renewal screens

Tenancy

Where a break clause is available, on Details tab:

• Below Tenancy start/end dates this text will be displayed Tenancy has a break clause

• Hover over this text to see Break clause from date and Required notice period

Renewal

Where a break clause is available, on Renewal Details tab:

• In Tenancy Details panel (bottom right) this text will be displayed Tenancy has a break clause

• Hover over this text to see Break clause from date and Required notice period

4. View dates in renewals & tenancy grids

Columns showing the break clause Break From and Required Notice dates need to be added & saved to the renewal and/or tenancy organiser grids

From Organiser, Property Management panel:

• Right-click over a renewal option and select Full results
  E.g. for a renewal grid, right-click over Tenancy renewal negotiations and, for a tenancy grid, right-click over Pre-tenancy checks incomplete

  

• Right-click over the column headings, select Pick columns and click Next break clause and Next break clause notice

  

• The new columns are added to the far right side of the grid - click and drag the column headings to the desired position

• Right-click over the column headings again and click Save grid layout

• The columns will now show when using this type of grid again - grid functions can be used to sort or filter by content

  • To sort the list, click the column heading

  • To filter the list by date, click to the right of the column heading (to view filter icon, shown below)

5. View dates in renewals & tenancy report results grids

Columns showing the break clause Break From and Required Notice dates need to be added & saved to the renewal and/or tenancy report results grids

After running a tenancy or renewal Power Report, from the results grid:

• Right-click over the column headings, select Pick columns and click Next break clause and Next break clause notice

  

• The new columns are added to the far right side of the grid - click and drag the column headings to the desired position

• Right-click over the column headings again and click Save grid layout

• The columns will now show when using this type of grid again - grid functions can be used to sort or filter by content

  • To sort the list, click the column heading

  • To filter the list by date, click to the right of the column heading (as shown in the example in section 4 above)

6. Merge codes for use in tenancy agreement

Merge codes are available to allow break from and required notice information to be added to the tenancy agreement (or any letter/email templates)

• Break clause from

  • in months - use merge code <TenChk.BreakClauseMonths>

  • date - use merge code <TenChk.BreakClauseDate>

• Required notice

  • in months - use merge code <TenChk.RequiredNoticeMonths>

  • date - use merge code <TenChk.RequiredNoticeDate>