Tenancies

Link a tenant to a property for a term, with rent, dates and deposit.

What a tenancy is

A tenancy links a tenant to a property for a term, holding the rent, dates and deposit. It drives rent scheduling and connects to maintenance, so the full lifecycle of a let is tracked in one record.

Creating a tenancy

  1. Go to Property β†’ Tenancies and click New Tenancy.
  2. Pick the property.
  3. Enter the tenant's details.
  4. Set the start and end dates of the term.
  5. Enter the rent and the payment frequency.
  6. Record the deposit and where it is protected.
  7. Save.

What it drives

The rent and frequency on the tenancy schedule what is due in Property β†’ Rent Payments. Changing the rent here changes what is expected going forward; it does not alter payments already recorded.

Ending a tenancy

Record the actual end date and mark the tenancy ended. Keep the record β€” you will need it for deposit disputes, references and portfolio history.

Renewals

Create a new tenancy for a renewed term rather than extending the old one. Two clean records read far better than one record with a moved end date when someone asks what the rent was in a given year.

Tip: Record the deposit protection reference at the start. Chasing it later, under time pressure, is a recurring and entirely avoidable problem.

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Tenancies β€” Property Management | Plenix Docs | Plenix Docs