1.5

Looking up contract data and parties

The lease links the unit, tenant, period and agreed amounts. It is the starting point for payments, service charge statements, contract documents and handling a termination.

ForProperty management
WherePortfolioLeasesOverview
Lease with agreed amounts and tabs for further processing.
Fig. 1.5Lease with agreed amounts and tabs for further processing.
How to proceed
  1. Open the lease from the unit or from the "Leases" list.

  2. Check the start date, status, rent and service charges as well as the people involved.

  3. Use "Payments" for invoices, rent history and the tenant account; "Chargeable service charges" shows which service charge categories can be charged under this lease.

  4. Under "Documents", "Generate lease contract" produces the contract as a PDF from the active, reviewed template in the tenant's language, and "Record as signed" records the signed contract. There you also request missing paperwork with "Request a document".

  5. Open "Termination" for renewal, termination and the rent deposit. Record a termination by the tenant only once the signed letter is at hand.