To add an account to a rent agreement

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The procedure to add an account to a rent agreement is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the specific agreement onto which a new account will be added. The Agreement Details window is displayed.
  5. Click on Accounts. The Accounts tab is activated.
  6. Click on New Account. The New Account - Account Detail window is displayed.
  7. Using the Account type drop-down field, select an appropriate parameter value for the new account e.g. Rental, Residential, Non Residential, Sundry, etc.
  8. Enter the Open date for the account using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the new agreement account is effective.
  9. Using the Episode drop-down field, select the matching agreement episode for the new account i.e. the agreement episode to which the account is linked 3.
  10. Click on Next. The New Account - Select Asset Charge window is displayed, ready to allocate charges to the account. This procedural step is covered separately in the topic To add a charge element to a rent account.
  11. Click on Save. The new account is displayed in the Account summary table.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 By default, the most recent agreement episode is displayed, although previous episodes may be selected.


See related topics...

Rents account maintenance overview

To add a charge element to a rent account

To define the user profile

Using the search facility