Adding Residential Leases/Tenancies

  • Updated

For North American users, please be aware that "Tenancies" are known as "Leases" and "Terms & Breaks" within a Tenancy are referred to as "Terms & Options". For more information on regional terminology, please refer to our Glossary of Regional Terminology.

This article serves as a step-by-step guide to adding commercial tenancies to your properties within our platform. Whether you're importing details or entering them manually, we'll ensure you have all the information you need to complete the process swiftly and accurately.

Starting the Process

Initiating the creation of a new lease/tenancy can be done in four different ways:

  • Adding a Lease/Tenancy from the Global Search Menu: Perform a property search and select Add Lease/Tenancy adjacent to the desired property in the results.
  • Using the Quick Add (+) Icon: Click the + icon in the navigation bar, then choose New Lease/Tenancy.
  • Adding a Lease/Tenancy from the Lease/Tenancy List: Within the Lease/Tenancy List view, press the New Lease/Tenancy button and locate the property.
  • Adding a Lease/Tenancy from the Property: Go to the Leases/Tenancies tab within the property file and hit New Lease/Tenancy.

Copy of HelpCentre_Desktop Landscape_Video (41).gif


Creating the Lease/Tenancy

The Lease/Tenancy Wizard will guide you through several steps to complete your lease/tenancy setup.

Step 1: Create New Lease/Tenancy Details

Complete the following details:

  1. Lease/Tenancy Name and contact details such as the Numbers and Email Address.
  2. Input any additional Schedule Clauses.
  3. Utilize Tags for sub-categorizing leases/tenancies.
  4. Input a Custom Reference as needed.

Once you've filled out the details, click Next.


Step 2: Terms & Rent

Input the terms of the lease/tenancy concerning rent. Tick Yes, this is an existing lease/tenancy if this is an existing lease/tenancy, set paid to date to the end of the last fully paid period. Part payment is any remaining amount paid towards the next period. 


  • Rent Due Every - Specify the frequency the rent invoices should be generated. You can specify any frequency in weeks, months or years, or any  Custom Frequencies  you have set up. 
  • On The - Specify the date you want the first invoice to be generated
  • Rent Amount - You can enter a figure in either of these fields (in our example: Monthly Rent or Annual Rent) and the system will calculate the other field. This amount must equal the total of all rent lines on the invoice and you will be prevented from proceeding if it doesn't add up.
  • Online Payment Reference - This may be added for banking purposes
  • Overpayment Amount - An amount to match and allocate to the lease/tenancy ledger when received over and above the rent amount


  • Account - Select the relevant account code for rent payments.
  • PDF Template for Invoices - Use the default template or select one from the available list. This template will be used on all generated rent invoices. 
  • Ledger - This will be the ledger that the funds are reconciled towards once an invoice has been paid. 


Step 3: Managing Bonds/Deposits

Applicable for client/trust accounts, you can assign the value of the bond with a default description and the relevant dates. 


Step 4: Rent Reviews

Enter the frequency of the review and the review type. Click the Add rent review button to enter multiple reviews. 


Step 5: Inspections

Create inspection schedules to get reminders on your dashboard calendar.


Step 6: Fees & Commissions

Should there be any fees associated with a new lease/tenancy, review and adjust the details before completing the wizard.

On completion, you will see confirmation links for immediate access to view the lease/tenancy or manage any direct charge rules or budgets related to the property.

Was this article helpful?