Start here: For the full workflow, see Tenancy Manager Manual.
On first opening the All Data page, it will show all landlords used in Tenancy Manager.
Landlords
New landlords can be added from the "Add new landlord" button at the top right of the page.
You might have one landlord (yourself), but this page is helpful if you want to manage multiple landlords. For example, you might be an agent, in which case these will be your landlord clients. Alternatively, you might be a landlord and manage family members' properties, in which case one of the landlords will be you, and you can add the other landlords you want to manage.
When adding a new tenancy in the Builder, any landlords added here will be shown in the dropdown for selection.
You can edit or delete landlords using the links on the right of each record.
You can show or hide columns displayed using the column selector on the right, near the add new landlord button.
Search is available on the right.
To the left of each record is a small grey arrow that, when clicked, expands to show the landlord's letting units.
Letting units
Letting units are tenancy addresses. We use the term "letting units" because it can be anything, including an individual room in an HMO, an apartment, a house, a shop, or a parking space.
You can view all the letting units owned by the landlord and edit or delete them using the links on the right side of each record.
You can add a new letting unit by clicking "Add letting unit" on the right when viewing a landlord's letting units. When creating a tenancy in the Builder, the letting unit added here will be shown in the dropdown for selection.
You can display or hide columns from the column selector and search on the right.
To the left of each record is a small arrow that, when clicked, expands to show all tenancies related to the letting unit.
Tenancies
After expanding using the small arrow, all tenancies related to the letting unit are displayed.
Tenancies shown here can't be edited or deleted from this view because they are linked to Tenancy Builder. Please go to the tenancies list in Tenancy Builder by clicking tenancies near the top of the sidebar to edit.
On clicking the small arrow on the left of each record, you can view various information about the tenancy using the tabs that appear, including:
- rent history
- rent increases
- rent info
- invoices
- notes
- sub-meter readings
More information about these tabs can be found on the help page about the rents view.
When viewing a tenancy, rent reminders can be sent from the reminders button. A rent payment or rent due can be added to the rent history table. The rent history data can be exported to PDF or Excel. Columns can be hidden or displayed. All are available from the buttons on the right, and more details about each function can be found in the rents view help page.
