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Existing Tenancies

Tips and advice on how to use Landlord Vision.
Joined:Tue Aug 23, 2016 11:38 am
Location:United Kingdom
Re: Existing Tenancies

Postby roy » Mon Jul 17, 2017 10:11 am


I know we have discussed this on the phone, but I wanted to complete the loop here too

The template file you refer to is found under Portfolios > Import Properties and Tenancies from CSV File > use one of the two links at the top of the screen.

For Tenancies that are in the periodic phase, it is necessary to set the Expiry Date into the future and then enable the Rolling Tenancy flag. The default options will create a new invoice every month. We are in the process of updating this feature to better reflect the tenancy agreement

Kind regards

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