Main Tenant Information

At the top of the Main Tenant Information subscreen is a list of occupants of the unit. The link Occupant List explains how to create, edit, or remove occupants from this list. Other entries are described below.

Charges Tab

Field Name	Description
Roomates	Check the box only if the occupants entered are to be considered roomates. See Roommates.	Res
Rent Charge	This is the tenant's actual Rent Charge that they will be charged every month, before Bonuses and Charges are applied.	Res or Comm
Bonuses/Charge	These are either credits or charges, usually recurrent for a given time period. See Bonuses and Charges.	Res or Comm
Discount Rent	Discounts Rent, Parking and Other Charges by 2% automatically when checked. The decreased total rent will be shown once checked. See Discounted Rent for more information	Res or Comm
Parking Charge	This is the tenant's Parking Charge that they will be charged every month. See Parking Information.	Res or Comm
Set to sum of parking spot charges	When this box is checked, the parking charge for the tenant will be automatically set to the total of the charges on the tenant's individual parking spots. See Parking Information.	Res or Comm
Extra Charge	If there are other miscellaneous charges you want to charge the tenant every month, enter the total amount of them here.	Res
CAM Charge	This is a read-only field that shows the ((def CAM|CAM charge) for the current period. To change it, click CAM Calculator	Comm
CAM Calculator	This link will bring up the CAM Calculator, where you are able to set all of the various CAM charges. See CAM Calculator? and CAM Charges? for more information.	Comm
Bank Info	This button will bring up the banking information for the tenant, which is used for Preauthorized Payments. Please see Tenant Bank Information? and Direct Banking for more information.	Res and Comm
Use Direct Debit	Check this box if you would like this tenant to be on Preauthorized Payment. The Bank info will be retained even if you do not check this box.	Res and Comm
Set Amount	Check this box if the amount being debited is different than the total rent	Res and Comm
Withdrawal Day	This is the day of the month that the Preauthorized Payment will be withdrawn from the tenant's account.	Res and Comm

Leases Tab

Field Name	Description
Lease	If the tenant has a lease, check the box beside Lease; you can then set the Start and Expiry dates of the lease. When the lease is coming up for renewal, you will see this on the Expiring Leases screen.	Res and Comm
Started	This is the lease start date. NOTE: If your lease is set to accept this field, then this date can be pulled automatically into the lease document as the start date of the lease. See Templates for more information.	Res and Comm
Expires On	This is the last day of the lease. NOTE: If your lease is set to accept this field, then this date can be pulled automatically into the lease document as the end date of the lease. See Templates for more information.	Res and Comm
Lease Notes	In this field, you can type in a short lease description.	Res and Comm
View Current Lease	If you have already attached a lease to this unit, use this link to view the lease (changes will not be saved).	Res and Comm
Edit Current Lease	If you have already attached a lease to this unit, use this link to edit the lease (changes will be saved).	Res and Comm
Change Current Lease	This link allows you to select the template for this lease. See Templates for information on creating the lease template.	Res and Comm
Details	This is where you define the lease step ups for different periods.	Comm

Right Column

Field Name	Description
Add Transaction	When present, this button is a shortcut to add a new transaction for the tenant. After you click the button, select from the drop-down menu which type of transaction you plan to do. For current tenants, this function can also be reached from the Transactions screen.	Res and Comm
Total Monthly Charge	This is the sum of the Rent, Parking, and Other charges.
Current Balance	This is the tenant's current balance.	Res and Comm
Jump to Building/Unit	If you select any building and unit, you will navigate directly to that unit. NOTE: You do not need to click 'Save', for you will be asked prior to navigating away from current tenant if you would like to save your work.	Res and Comm

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• Main Tenant Information (you are here)
• Other Information
• Parking Information

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