✏️ Editing a Tenancy
To edit an existing tenancy:
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Locate the Tenant record and click Tenancies
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Right-click or use the Menu button to select Edit Tenancy
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Alternatively, access the Edit Tenancy screen by right-clicking the relevant tenancy in the Tenancy List
You’ll be presented with the following tabs:
🗂️ General Tab
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Property Displays the associated property (not editable)
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Tenant Displays the tenant name (not editable)
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Tenancy Status Shows current status (not editable)
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Details Includes tenancy start/end dates, rent amount, payment day, and commission
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Management Type Editable field to define management arrangement
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Let Only / Introduction Fee If set to Let Only, a fee can be specified and optionally charged on renewal
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Deposit Edit the deposit amount
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Deposit Held By Specify who holds the deposit
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Deposit Scheme ID Enter or update the scheme ID
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Bond Edit the bond amount
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Automatic Renewal Enable or disable automatic renewal
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Notes Add or edit internal notes
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Inspection Frequency Set how often inspections occur
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Next Inspection Due Specify the next inspection date
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Next Rent Review Due Set the next rent review date
👥 Tenant & Guarantors Tab
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Tenant
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Add or edit guarantor details
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🔁 Renewals Tab
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Tenant Renewal Fees
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Add up to two fees for the tenant on renewal (specify amount and product)
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Landlord Renewal Fees
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Add up to two fees for the landlord on renewal (specify amount and product)
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Renewal History Displays the history of tenancy renewals
⚙️ System Info Tab
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ID
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Displays the tenancy ID
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Added By
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Edit the user who created the tenancy
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Site/Branch
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Edit the site or branch the tenancy is assigned to
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