Change of tenant (UK only)

1. Change end date & tenancy status

From the tenancy screen, Details tab:

• Change the Tenancy end date to be the date of the last period that the old occupant is liable for
  
  

• Click the tenancy Status menu and select Tenancy Finished
  
  

• When prompted to mark property as Available, click No
  
  

• Enter reason for finishing tenancy and click OK

2. Enter end date on tenant

From the Details screen (shown above): 

• In the Additional Tenants panel, click the name of the tenant who is leaving
  The Tenant screen will be displayed
  
  

• In Dates, enter the date they vacated in the right hand side to box
  
  

• Click Save and close tenant screen (and tenancy screen)

3. Add new tenancy & main tenant

From the property:

• Click Tenancy (top of screen)
  The Tenancy Details screen will be displayed
  
  

• Click Add
  
  

• In step 1, select Current Tenancy, click Next
  
  

• In step 2, select Individual Tenancy (for a tenancy of individuals)
  or Company Tenancy, click Next
  
  Search for the contact that will be classed as the Main Tenant for the new tenancy
  When found, double-click to select
  
  

• In step 3, check the details are correct and click Finish
  
  The new tenancy is added with the selected contact as the Main Tenant (see next step)
  
  
  

4. Add further tenants

From the tenancy screen, in the Additional Tenants panel:

• Click  and select New tenant 
  Search for the next tenant and double-click when found
  
  The Tenant screen will be shown
  
  

• Click Save and close screen
  
  Repeat this step until each tenant has been added - see 4a

5. Enter tenancy terms

• In the tenancy, Details tab, enter the Tenancy start and Tenancy end dates
  As this is a change to an existing tenancy, the dates entered should be those from the original tenancy

• In Financial & Renewals, enter the rent and fee details
  Ensure any gaps are filled, copy details from the original tenancy
  
  

6. Enter move in date for new tenant

From the Additional Tenants panel:

• Click the new tenant name
  The Tenant screen is displayed
  
  

• In Dates, enter the date they moved into the property in the first box
  
  

• Click Save and close screen
  
  Repeat for any other new tenants

7. Mark as initial invoice raised

From the tenancy screen, Accounts Functions:

• Right-click over Invoicing and select Initial Invoice Raised

8. Update 'rent invoiced up to'

From the tenancy, Financial & Renewals tab:

• Update the Rent invoiced up to date
  
  This needs to be set as the day before the next rent invoice is due