Use the Tenant Details area to add/edit Tenant details and history to a Commercial Property if the property is an Investment Property or if the property is a Unit of a Complex. Note that if the Commercial Property is a Building Complex use the Tenant Details area to view the current tenancy details for all of the units of the complex.

Use the Tenant Outgoings area to view all Outgoings for this tenant. Note: The tenant must exist in the contact database. See - Add a new Contact (Person) or Add a new Contact (Company).

1.       Click on the Properties menu/function button.

2.       Click on the Properties option button.

3.       Ensure the appropriate Commercial Department is displayed/selected in the Department

Drop Down list.

4.       At the top of the List of records area enter your search criteria in the Look for field. You may

search for a property using any of the Address fields, for example 12 Middlegate Street, Sydney. You may enter, 12 or Middlegate or Street or Sydney. Note: You are also permitted to enter abbreviations such as “Mid” or part of the word contents such as “gate”. See search a commercial property.

5.       Click on the Find Now button.

6.       The system will display all results in the List of records area below. 

7.       Double left click on the property to display its details in the Active Window.

8.       Select the Tenant tab.

Use this area to record previous and/or current tenant details.

9.       Click in the white area under the Name column & search for the Contact, if the contact is not in

the system, click the Add New button. 

10.     Specify, using the Status Drop Down List whether the tenant is Current or Old.

11.     The current tenant details will be displayed in the Contact Details area. 

12.     Enter the Lease Details as appropriate.

13.     Enter Rent Details as appropriate.

14.     Enter any Notes on tenant.

15.     Note that you may view the Contact, Lease and Rent Details for past Tenants by clicking on

their name in the Tenant History grid.

16.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly

Use this area to allocate Outgoings expenses to the tenant. Note: The Property Outgoings tab must be completed in order to allocate Outgoings to the tenant.

17.     Click in the Add button to automatically fill in the relevant Outgoings applicable to the property.

18.     Enter the Tenant Outgoing Percentage that is the share of outgoings on the property that

this tenant is responsible for.

19.     Click on the Apply button to calculate the Tenant Amount for each Outgoing Type.

20.     Click on Save and Close to save the information entered, alternatively click on the X at the top

right corner of the Active screen, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly