Calendar
Overview
PaTMa includes a calendar which is automatically kept up to date with relevant reminders and appointments.
The calendar uses information that is added elsewhere in PaTMa - no need to add it separately.
Viewing the Calendar
You can access the calendar from the left hand menu.
The following information is added to it automatically:
| Item | Description | Data From |
|---|---|---|
| Due rents | Scheduled rent for each current tenancy | Tenancy agreement or rent schedule |
| Rent payments | The date a payment was received | Tenancy rent payment or Open Banking payment reconciliation |
| Certificate / insurance expiry | Certifications which are due to expire | Safety certificates |
| Mortgage expiry | Expiry of fixed rate terms on a mortgage | Mortgage information |
| Tasks | Due dates for anything added in your Task Manager | Task Manager |
| Repeating expenses | Regular outgoings | Expenses or Repeating Expenses; or Open Banking reconciliation |
| Tenant enquiries | Messages received from tenants | Tenant Portal / Tenant Overview |
| Tenant viewings | Scheduled viewings with potential tenants | Tenant Overview - Arrange a Viewing |
Hover over any calendar item to view more information, or click it to go to the relevant page.