Renewing or editing a tenancy

Chris Horroll
Chris Horroll
  • Updated

Once a tenancy is active, you can edit its details and, where the tenancy type allows, renew it or change it to a rolling periodic tenancy.

 Note

Assured Periodic Tenancies (APTs) are already periodic and don't need renewing in the same way as fixed-term tenancies, so the Renew Tenancy option may not appear for them. Rent increases on an APT are managed through the Rent Review process, not by renewing or editing the tenancy. See Rent Review for Assured Periodic Tenancies

This article covers editing tenancy details, and renewing or changing to periodic for non-APT tenancies

 Warning

You cannot add or remove tenants on a tenancy that has been finalised and is active. To change the tenants, you need to end the existing tenancy and set up a new one. A record of the ended tenancy is retained against the property via the Tenancy side menu. See Vacating a tenancy and Creating and starting a tenancy

Renewing a tenancy

Where the tenancy type allows, you can renew a tenancy to create a new term. This applies to non-APT tenancies; for APTs, the Renew Tenancy option may not appear.

  1. Click Tenancies on the main navigation bar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
    1. Alternatively, find the tenancy using the Search Tenancies bar in the top right
  3. Click Tenancy on the side menu
  4. If available for the tenancy type, click Renew Tenancy
  5. The Renew Tenancy window opens. In this window, you can:
    1. Update the contract type from the Contract dropdown menu, where applicable
    2. Update the tenancy Start Date and First Full Rent Date
    3. Enter the Term length in Months or Years. The End Date will automatically populate
    4. Amend the Rental Frequency from the dropdown menu
    5. Update the Rental Amount by overtyping the amount in the box
    6. Click Amend to reduce or increase the deposit held, or to change where the deposit is registered
      See Partial deposit refund for an insured deposit scheme and Partial deposit refund for a custodial deposit scheme
    7. Change the Number of Occupants and/or add or edit the Occupant Details, as required
      Renewing a tenancy.png
  6. When you've completed the changes, click Start Renewal
  7. Alto opens Create Letters with the relevant event-driven letter. Choose who to send from and which branch stationery to use, then either Place Letters in Letter Rack or Open Letters Now, and Close

 Note

For an Assured Periodic Tenancy, don't use renewal to increase the rent. Rent increases must follow the Section 13 process through Rent Review. See Rent Review for Assured Periodic Tenancies

Managing the renewal progression

Back on the tenancy, the newly created term now shows a Renewal in Progress status with a progress bar you can click through to the progression
Renewing a tenancy progression.png

Alternatively, there are two other places to manage a tenancy renewal progression: Progressions, or the Property Management Dashboard Tenancy widget.

From Progressions:

  1. Click Progressions on the main navigation bar
  2. In the dropdown menu, click Lettings progressions
  3. Within Lettings on the side menu, click Tenancy Renewals
  4. Select the tenancy you want to update and click the property address to open the Tenancy Renewal Progression
    Managing the renewal progression.png

From the Property Management Dashboard: 

  1. Click the Alto Logo (Home tab) on the main navigation bar
  2. Click Property Management Dashboard on the Home screen side menu
  3. Within the Tenancy widget, click the dropdown and select Tenancy Renewals
    Managing the renewal progression Tenancy widget.png

Once you open the progression, you can Add Note(s), Send E-Mail, Send SMS, and amend progression dates.

 Best practice

On the progressions screen, before finalising the renewal, it's good practice to review the Progress tab in the Transaction Management section. Not all items will be relevant and they aren't mandatory, but it's worth reviewing them before proceeding. If you don't wish to enter any of the dates in the Progress tab, you can continue with the remaining steps

Finalising or cancelling the renewal

  1. From the progression, click Actions
  2. In the dropdown, click Finalise Renewal
    1. If the renewal was started in error, click Actions > Cancel Renewal to revert the tenancy

  3. Confirm the Tenancy Information, Property and Owner are correct, and add any Notes
  4. Click OK
    Finalising the renewal.png
  5. The Charges For This Tenancy window appears. A new recurring rent charge is created that will be raised automatically on the relevant rent due date
    1. If there are any Expired charges, click Expired. Then, click Delete Charge, followed by Yes to confirm you want to delete the charge
      Finalising Renewal Delete Expired Charges.png
    2. If you need the rent demanded now rather than waiting for Alto to raise the charge, click the tickbox in the Raise Now column. Then, click Raise Selected, followed by Raise Selected again. The next rent demand appears, and you can receipt the rent in the normal way
  6. Click Close to finish. Alto opens Create Letters with the relevant event-driven letter. Choose who to send from and which branch stationery to use, then either Place Letters in Letter Rack or Open Letters Now, and Close

Changing a tenancy to periodic

For a non-APT tenancy, you can change an active fixed-term tenancy to a monthly rolling periodic tenancy. During this process you can also update the Contract type, Rental Amount, Rental Frequency and occupant details.

 Note

This applies to non-APT tenancies. Assured Periodic Tenancies are already periodic, and the New Periodic Term option can't be used to increase their rent - use Rent Review instead. See Rent Review for Assured Periodic Tenancies

  1. Click Tenancies on the main navigation bar
  2. Select the relevant tenancy from Recent & Favourite Tenancies
  3. Click Tenancy on the side menu
  4. At the bottom of the screen, click New Periodic Term
  5. The New Periodic Term window appears. In this window, you can:
    1. Change the contract type from the Contract dropdown menu
    2. Update the tenancy Start Date and First Full Rent Date
    3. Amend the Rental Frequency from the dropdown menu
    4. Update the Rental Amount by overtyping the amount in the box
    5. Click Amend to reduce or increase the deposit held, or to change where the deposit is registered
      See Partial deposit refund for an insured deposit scheme and Partial deposit refund for a custodial deposit scheme
    6. Change the Number of Occupants and/or add or edit the Occupant Details, as required
      New Periodic Term 2026.png
  6. When you've completed the changes, click New Periodic Term
  7. A confirmation window appears so you can check the new periodic tenancy is linked to the correct property and landlord. Add any Notes if needed, then click OK
  8. The Charges For This Tenancy window appears. A new recurring rent charge is created that will be raised automatically on the relevant rent due date
    1. If there are any Expired charges, click Expired. Then, click Delete Charge, followed by Yes to confirm you want to delete the charge
      New Periodic Term Delete Expired Charges.png
    2. If you need the rent demanded now rather than waiting for Alto to raise the charge, click the tickbox in the Raise Now column. Then, click Raise Selected, followed by Raise Selected again. The next rent demand appears, and you can receipt the rent in the normal way
  9. Click Close to finish. Back on the tenancy, the newly created term now shows a Periodic status
    New Periodic Term status.png

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