How can we help you today?


Create new leases

You can add multiple leases with the data import function or one at a time through the interface.

How to import multiple leases

The easiest way to bring multiple leases into Assetti is to use our import function.

  1. Download a Lease template from import portal.
  2. Fill in the downloaded 'Lease template'. It's a good idea to input as much information as possible, but to import the file, the following columns are mandatory:
    • Contract ID (column A)
    • Unit ID (column C)
    • Tenant name (column D)
    • Property name (column E)
    • Cost Center (column F)
    • Rent (column K)
    • Lease start date (column P)
    • Surface area (column AO)
  3. Save the completed template.
  4. Import the file back to Assetti using the import portal.
    • Select Rent roll for leases when choosing the file's type.

How to add a lease through the interface

Before we get started:

  1. Click on the Leases on the left side of the main view.
  2. Click the +ADD button in the upper right-hand corner.
  3. In the lease window, fill in the basic information. The following fields in bold are mandatory to create the lease:
    • Tenant: Select the correct tenant from the drop-down list.
    • Lease status: add the status of a lease here based on which stage of the agreement it is in (e.g. Proposal, Inquiry, or Sign-off, etc.)
    • Lease ID: A unique collection of numbers and/or to identify your new lease.
    • Property: Select which property the lease is connected to.
    • Lease Term: Select what terms you have for the duration of your lease from the drop-down menu. You can also add a new type of lease terms in 'settings.'
    • Lease Start Date: The beginning date of the lease
    • Lease End Date: If your lease has an end date, you can enter it here.
    • Notice Period: How many months your tenant has to let you (the landlord) know about their intention with the property or how many months you have to give the tenant about your intentions.
      • If you do not define a notice period and your lease is set to 'until further notice', the default will be set to 3 months.
    • Lease comments: Freestyle text associated with the lease
    • Index Type: The type of indexation based on which rent is adjusted. You can select which index from the drop-down menu.
      • If you add an index type to a lease, 'Adjustment term' must be filled in.
    • Adjustment Term: A specific term used to adjust the rent of your lease.
  4. Click Save to create a lease.
  5. You can now link your units to the new lease.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.