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

As part of the new user interface (UI) project, the tenancy screen has been redesigned to bring it in line with previously redesigned screens

All existing functionality exists but with a refreshed look and feel with enhanced usability features

The tenancy screen is still organised/divided over six screens/tabs, each one is covered in the sections below

Details

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

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:

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

The Reapit Online self-service web portal, gives the tenant access to such functions as fault reporting, tracking works orders, viewing transactions etc

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

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

Adding an agent allows you to pick from the company records

Adding an inventory clerk allows you to pick from the list of 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)

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

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

Financial & Renewals

The Financial & Renewals screen offers the same functions and features as seen in the previous tenancy screen

To add a renewal, alteration, fee or renewal negotiation, from the Renewals / Alterations / Fees panel, click

Agreement

The Agreement screen offers the same functions and features as seen in the previous tenancy screen

To add any clauses/agreements, click to the right of the relevant panel

Pre-Tenancy

The Pre-Tenancy screen offers the same functions and features as seen in the previous tenancy screen

To view the current gas certificate (or add new), click the Expires link, this link is colour coded to indicate the status of the certificate
Green = valid, orange = due to expire in next 30 days, red = expired

Management

The Management screen offers the same functions and features as seen in the previous tenancy screen

The Do not chase arrears option, previously available via this screen, is now found on the Details screen in the Accounts panel (see previous Details section for more information)
The E-mail login details to tenant function, previously available via this screen, is now found on the Details screen in the Main Tenant panel (see previous Details section for more information)
To view the current gas certificate (or add new), click the Gas certificate expires link, this link is colour coded to indicate the status of the certificate
Green = valid, orange = due to expire in next 30 days, red = expired

Post-Tenancy

The Post-Tenancy screen offers the same functions and features as seen in the previous tenancy screen

Knowledge Base

New user interface - tenancy screen