Edit, End, or Delete a Tenancy
Overview
PaTMa has an extensive tenancy management system which allows for tenancies to be started, ended, managed and updated as needed.
You should not usually need to delete a tenancy (and we recommend against it) but you can do so if necessary.
Editing a Tenancy
You can easily edit tenancies after adding them.
First, select the relevant property from Your Portfolio and open the Tenancies tab.
A list of current tenancies will be displayed. Note that this is not a list of tenants, and the tenancy is separate from tenancy items such as the tenancy agreement or the new tenant checklist.
Click the eyeball icon next to the tenancy you need to edit, then click Edit in the top right corner of the page.
The same form is used as when adding a tenancy, but any existing data will already be added. You can change it or add additional data as necessary.
Click Save to store the new data.
Ending a Tenancy
You can end a tenancy from the Actions tab when reviewing a tenancy.
Click Add action and then choose Tenancy End.
You will be prompted to give the Trigger type (either the tenant or the landlord is ending the tenancy), then click Save.
Deleting a Tenancy
⚠️ If you delete a tenancy all data related to the tenancy will be permanently removed and can only be restored if you have a backup. This includes all financial data and documents, including any provided to tenants.
A tenancy which has simply ended should not be deleted. You can end a tenancy or update tenants within your portfolio, which will archive older data.
If you are sure you want to delete the tenancy, select the relevant property from Your Portfolio and open the Tenancies tab.
A list of current tenancies will be displayed. Note that this is not a list of tenants.
Click the eyeball icon next to the tenancy you need to delete, then click Edit in the top right corner of the page.
At the bottom of the Edit form is a Delete button. But you can also edit the tenancy if you just need to make some fixes or updates!
Click Delete and complete the verification step in the popup provided, then click Delete again if you are certain that you need to delete the tenancy.