How to add a Leaseholder to a Unit

Open a Unit

Open a Unit

1: Click Search from the Side Menu.

2: Select Units from the drop down list - the list of Units will be displayed.

3: Select a Unit by double clicking - The Edit Unit window will open.

Select a Leaseholder

Select a Leaseholder

1: Click ... to open the Leaseholder select window.

2: Select a Leaseholder from the list.

3: Click OK.

Warning message

Warning message

When a leaseholder is changed or added, the system will remind you to create new rent details.

1: Click OK to close the warning window.

Enter Lease Details

Enter Lease Details

1: Click the Lease Details button - the Lease details window will open.

1: Complete the details on the rent screen. Note that Lease Commencement Date, Term, Next Review Date and Frequency Years are Mandatory fields.

2: Click Save to Save the details and close the window.

1: The Lease Details are populated on the Unit window.

2: Click OK to close the window.

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