🏠 Adding Existing Tenancies
If a tenancy has already started—such as in the case of a management take-on or you're a new client importing existing tenancy data—follow the guide below to ensure accurate setup.
Entering tenancies correctly ensures:
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Accurate tenancy start and end dates
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Reliable account and payment information
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Timely reminders for inspections and reviews
📋 Guide Overview
This guide highlights only the screens relevant to adding existing tenancies. Please complete any intermediate steps as applicable to your setup.
🔍 Step 1: Tenancy Type
Is the tenancy Statutory Periodic?
✅ YES – Statutory Periodic
Example: A 6-month tenancy that has rolled into a statutory periodic agreement.
❌ NO – Fixed Term
Example: A 24-month fixed-term tenancy. Ensure the end date is set beyond today by adjusting the tenancy duration accordingly.
It's important to make sure the end date of the Tenancy ends beyond today, do this by adjusting the Tenancy duration accordingly
🔄 Fixed Term to Statutory Periodic
Example: A 24-month fixed-term tenancy transitioning into a statutory periodic agreement.
💰 Step 2: Rent Paid by Tenant
Specify how rent is paid by the tenant. Set the payment frequency and method.
🧾 Step 3: Rent Payment Options
🔐 Step 4: Deposit Details
Enter deposit amount, scheme, and holder information.
🛠️ Step 5: Inspection Details
Set inspection frequency and next due date.
✅ Final Steps
Complete any remaining fields as required to finalise the tenancy record.