Tenants

Tenancy role types

Overview of different tenancy role types and the impact on account functions available

Creating a tenant statement

Process to follow to create a tenant statement

Change of tenant (UK only)

Process to follow when there is a change of tenant on a current tenancy

Rent due up until the tenant vacates/tenancy end date

How to identify the amount the tenant owes until their vacate/tenancy end date

Tenant repayment / refund

How to refund any unallocated monies currently held on the tenant ledger

Tenancy payments report (print receipts report)

Overview of tenancy payments report which shows all payments received from the tenant, including how the payments have been allocated, grouped by receipt

Configuration options (tenant)

Click this link for information on tenant-specific configuration options