Creating a lease; there are several ways to do this:

Step 1

  • Click on BUILDINGS option on the left main menu
  • Click on OVERVIEW which will bring you to the LEASES page:

buildings-overview

 

  • click on LEASES
  • click on the GREEN PLUS Screen Shot 2016-02-03 at 5.42.07 PM button or the ADD LEASE button. If there are no tenants you will be redirected to the CONTACTS page:

lease-page

 

CONTACTS page:

contacts

Step 2

Once you have created the tenant click Save; you will be redirected back to the LEASES page.
Next click on the Green Button Screen Shot 2016-02-03 at 5.42.07 PM or the Add Lease button to add and link the lease to a tenant.

Note: confirm that the Building and Unit associated to the lease are correct and click on the Add lease button to load the Lease information

leases

How to complete the lease:

  1. Choose the FREQUENCY e.g. monthly, yearly
  2. enter the starting date in the FROM field
  3. enter the end date in the TO field
  4.  enter the amount of the rent in the AMOUNT field
  5. choose your tenant from the TENANT field
  6. CATEGORY allows you to track and organize the entry in your income statement and reports
  7. If you have several tenants renting a unit you can create multiple tenants per lease.
  8. To confirm and activate the lease click Save.

LeaseTenant