Initial Settings On Tenancy

Getting the Setting right before you start!

It is Important that your records are set up correctly before entering Opening balances or accounts transactions on the system.  Changes to settings after this will not apply to existing transactions, only those created going forward.

Tenancy Set Up

Contact Delivery Type

Go to the individual Tenant Record>Contact> Account Delivery Method.  Select the Contact to have their accounts documents printed and/or emailed to them.  If email is selected ensure you enter a valid email address, save changes.

Notice Address on Charges

By default, the Landlord address is set to appear at the bottom of tenancy charges featuring Landlord income.  To change this on the Tenancy, go to Tenancy Tab>Details>Notice Address - change the option from the drop down menu.


Getting Started
Take a look at this video which highlights the features and how to use your knowledgebase.

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