Creating Tenant Records for the New Year

To create your new tenancy records for the next tenancy period, follow the steps below.

Go to Tenants and at the bottom of the page, showing the results (default 25), select "All" from the drop-down.

Then select Edit/Duplicate Record in the top right hand corner.

 

On the following screen you can select all plot holders that will be renewing their tenancy. 

It can be quicker to select the check box at the top (on the grey header), as this will select all plot holders. You can then deselect any plot holders that will not be renewing their tenancy.

Select Duplicate in the top right corner.

 

 

The new tenancy records will then appear in the list.

 

Cancelled Tenancy

If someone has vacated their plot during the year, simply set the status to "Cancelled".  You can not alter the dates if the invoice has already been paid, so simply add the date vacated to the notes and click onto "Save".  Once a tenancy has been cancelled the plot will show as available on the calendar for the new plot holder.

 

 

Recalculating your fees

If you have updated your allotment fees for the new tenancies, you will need to take the following steps.

Once you have duplicated tenant records, Scribe will need to recalculate the cost based on your updated fees.

You may want to apply a filter to show tenancies past a certain date.

Then select Edit/Recalculate Costs. Select the check box next to each tenant record (or select the check box in the grey header to select all tenants) and click Recalculate in the top right hand corner.

 

 

The new tenancy records will then appear with their updated fees, ready to be invoiced.