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Manually Adding Residential Tenancies

How to create a new residential tenancy in Re-Leased using the Tenancy Wizard — covers tenancy details, terms and rent, bonds, rent reviews, inspections, and fees. Supports Credia AI lease extraction.

Updated over a week ago

You can create a new residential tenancy in Re-Leased in four ways. The Tenancy Wizard guides you through all required steps — you can save as draft at any point and return later to complete it.


Starting the Process

Choose any of these four entry points:

  • Global Search — search for the property and select Add Lease/Tenancy from the three-dot menu.

  • Quick Add (+) icon — click + in the navigation bar and choose New Lease/Tenancy.

  • Tenancy list — navigate to Property Management > Tenancies/Leases and click New Lease/Tenancy.

  • Property record — open the property, go to the Tenancies/Leases tab, and click New Lease/Tenancy.


Completing the Tenancy Wizard

Step 1 — Tenancy Details

Enter the tenancy name, contact numbers and email address, schedule clauses, tags, and a custom reference if needed. Click Next.

Step 2 — Terms and Rent

Enter the term dates and rent details. If this is an existing tenancy, tick Yes, this is an existing lease/tenancy and set the paid-to date. Key fields include:

  • Rent Due Every — frequency of invoice generation.

  • On The — date for the first invoice.

  • Rent Amount — enter monthly or annual rent; the system calculates the other.

  • Overpayment Amount — an amount to match and allocate to the tenancy ledger when received over the rent amount (Client/Trust Accounting only).

  • PDF Template for Invoices — use the default or select another.

  • Ledger — the ledger funds are reconciled to once the invoice is paid (Client/Trust Accounting only).

Step 3 — Bonds/Deposits (Client/Trust Accounting only)

Set the bond value, description, and relevant dates.

Step 4 — Rent Reviews

Enter the review frequency and type. Click Add rent review to add multiple reviews.

Step 5 — Inspections

Create inspection schedules to generate reminders on your Dashboard calendar.

Step 6 — Fees and Commissions (Client/Trust Accounting only)

Review and adjust any fees associated with the new tenancy before completing the wizard.


In North America, Tenancies are referred to as Leases. For more information on regional terminology, see our Glossary of Regional Terminology.

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