How to Add Existing Tenancies to Tenancy Manager

Tenancy Manager makes managing your properties easier. This guide simplifies importing an existing tenancy, ensuring you can efficiently track rent, inspections, and other details. A step-by-step video is available for visual learners.

Steps to Import a Tenancy

1. Access Tenancy Manager:

• Navigate to Tenancies in the sidebar and click Add New Tenancy and Select your country.

1. Basic Details:

• If a profile exists, insert it. If not:
  • Choose the Tenancy Type.
  • Specify where the deposit is protected.

1. Assign Key Details:

• Choose an existing landlord or add a new one.
• Select or create a letting unit.

1. Tenancy Timeline:

• Enter the tenancy start date and end date. Use shortcuts like +6 or +12 months if needed.

1. Financial Information:

• Input the rent amount and the date for the first payment.
• Specify the rent frequency (e.g., 1st of every month).
• Enter the deposit amount.

1. Add Tenant Details:

• Provide the tenant’s name, email, and phone number. Address fields are optional.

1. Additional Information:

• Skip utility settings, guarantor details, and documents for now if not needed.

1. Activate Tenancy:

• Ensure "Use in Tenancy Manager" is toggled on.
• Enter the next rent due date (must be in the future).
• Choose Save for Later to save the data without generating a PDF agreement.

1. Finalise:

• Click Save, then go to Tenancy Manager > Rents.
• Expand the tenancy entry in the rent table to view or modify payment history.

Adding Previous Rents

You may optionally add previous rent payments, although we recommend that you export your existing rent records somewhere safe if there are no arrears. If needed later, you can combine them into Tenancy Manager; otherwise, leave our system to track rents from now on. If there are rent arrears, you may wish to align the Tenancy Manager to when they started so you can efficiently track them.

From the rent history tab, which is displayed when clicking the small triangle next to the tenancy address in the Rents table:

1. Previous Rents:

• Click Add, select Due, and input the previous rent due date. Save the entry.
• Click Add again, select Payment, and record the payment date and amount. Save the entry.

1. Repeat as necessary.
2. View History:

• Use the small triangle next to the tenancy to view rent history.
• Click Refresh to update after changes.

1. A new rent will be automatically added on each rent due date. Periodically, you will add the payment to the rent history.

Now, you’re ready to manage your tenancy effectively. For more help, visit more Tenancy Manager technical support.