Managing Tenants
Each tenant has their own page with contact info, lease dates, and a running ledger of charges and payments.
Status indicators in the tree
Each tenant node shows a small colored dot. This tells you at a glance whether rent is current without opening the tenant's page:
| Dot | Meaning |
|---|---|
| Overdue - at least one charge is past its due date with an unpaid balance | |
| Due - this month's rent is posted but not yet paid | |
| Current - all charges are paid up to date | |
| Vacant - unit has no active tenant |
The summary at the top of a tenant page
The colored cells at the top of a tenant's page show monthly rent, current balance, and days until the lease ends. The balance turns red and the lease-end cell turns red when there are 60 days or fewer remaining. These are read-only - they're calculated automatically from the tenant's charges, payments, and lease dates.
Move-out date
Setting the Move-out Date field does two things automatically: it marks the tenant as inactive, and it stops any recurring rent charges from posting after that date. You don't need to manually cancel the recurring charge - just set the date and save.
After move-out, the tenant disappears from the tree by default. Toggle Show inactive in the tree to see past tenants. All their payment history is preserved.
Finding a tenant quickly
Use the Tenants filter button in the tree toolbar to flatten the view to just tenant nodes across your entire portfolio, sorted alphabetically. Useful when you have many buildings and need to find someone fast.
Multiple tenants per unit
You can add more than one tenant to a unit - for example, two roommates who each pay separately. Each has their own ledger, charges, and payments. The unit's occupancy status shows as occupied as long as any active tenant is present.