Before you start
- Create the managed property and unit first. Use the real agreement's terms; the platform does not write or sign the agreement for you.
Step-by-step instructions
- Open the unit or Tenancies register and start the tenancy-recording action.
- Select the correct property/unit and enter the tenant and contact information requested.
- Enter start/end dates, rent amount, currency and frequency based on the actual arrangement.
- Review any overlap or date warning and compare it with other recorded tenancies for that unit.
- Save and check whether the tenancy is upcoming, current or ended on the service's civil date.
- Create charges, attach appropriate documents and set up separate tenant/landlord sharing where needed.
Workspace links may ask you to sign in. Access depends on your role, plan and the records shared with you.
Recording is not contracting
Saving a tenancy is an internal record. It does not sign a legal agreement, collect rent, send an invitation or grant portal access automatically.
Rent terms and rent charges are separate. A tenancy's annual rent does not mean every charge or receipt has already been entered. The ledger reflects charges and payments actually recorded.
Troubleshooting
- Dates overlap with another tenancy
- Review the existing agreement's effective end date, any recorded early end and the new start. Do not alter dates just to silence a conflict.