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Leases

Manage lease lifecycle events, charge assignment, and billing continuity.

Leases connect people, units, and charges into one operational lifecycle. Accurate lease handling is critical to stable billing.

Lease lifecycle phases

Each phase has specific controls that you should enforce.

  1. Draft: validate unit, tenant, dates, and commercial terms.
  2. Active: run billing and service workflows against current terms.
  3. Change: process renewals, corrections, and amendments safely.
  4. Closure: terminate or complete with a complete historical record.

Lease activation workflow

Use this workflow whenever you activate a new lease.

Select verified property and unit records.
Link the correct tenant contact and confirm move-in dates.
Attach required billables and validate first-cycle expectations.
Confirm status transition only after all prerequisites are complete.

Change scenarios

Use scenario controls to avoid accidental billing drift.

Use explicit effective dates and validate billable continuity before activating a renewal.

Stop charging boundaries at the correct end date and verify no future charges remain active.

Apply controlled edits with documented reason and post-change validation.

Operational guardrails

These guardrails reduce lease-related production incidents.

Billing dependency

Do not activate or modify a lease until you confirm the assigned billables and effective dates are correct.

Next steps

  1. Manage reusable charges in Billables.
  2. Issue formal records in Documents.
  3. Track payment outcomes in Transactions.

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Contacts

Manage tenants, vendors, and contractors with reliable identity and communication records.

Tenant Portal

Invite tenants to the portal, onboard access, and manage tenant-facing workflows.

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Lease lifecycle phasesLease activation workflowChange scenariosOperational guardrailsNext steps