What are trigger dates for rent review and lease expiry dates?

If there is a Rent review or Lease expiry date due or in effect on a Tenancy, you can add additional text to appear on the invoices, to ensure that Landlords do not forfeit the right to review the rent amounts.

This article includes: 

• Trigger dates
• Defaults for trigger dates

Trigger dates

1. Double click Tenancies from the side menu
2. Search for the relevant Tenancy using Search Text by Name, Code or Status
   1. Alternatively, find the Tenancy using Additional Options from the dropdown menu
   2. If searching for an archived record in Only Search Listable Records, select No
   3. Or select a Branch if multi branch is set up on your CFPwinMan
3. Click on the Tenancy
4. Click on the Dates tab 
5. Enter a date in both Trigger Dates - Rent review and Lease expires
6. Click the disk icon, Save this record, on the toolbar

If a rent invoice is raised where the invoice end date surpasses the specified dates, the invoice will include any remarks you have set up in User Defaults.

Defaults for trigger dates

1. Click Defaults on the main toolbar
2. Click User Defaults from the dropdown menu
3. Click Preferences
4. Click Dates in the bottom right corner
5. The Main Dates tab will display. In Trigger dates, enter the required Invoice text in Rent review and Lease expires
6. Click Save and Exit
7. Click Close, then click Close again