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

3. Email login details to tenant

Applicable when using Reapit Online self-service web portals/trackers 

From the Main Tenant panel:

• Click envelope icon to the right of the main tenant name
  
  An email with the login details will be generated which you can then send to the tenant
  
  

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

5. Relationships

• Key Contact and Office are displayed
  To change the Key Contact click the current name and select the new contact from the user list
  
  

• Click  for options to add 

  • Introducing agent or Relocating agent

  • Inventory clerk
    See 5a

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)

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

7a: Invoicing options

7b: 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