How to Create Lease Records
While the only required field for a lease record is the Lease #, complete as many of the elective fields as reasonable to make this a useful reference. Click the headings below to learn about the different Lease window Sections and field definitions.
-
Go to Organization > Lease Management > Records.
-
Click Add on the WebTMA toolbar.
-
Enter the Lease #, a unique identifier for the lease.
-
Mark the desired check box, Payable or Receivable.
-
Complete as many elective fields as needed. See the Section topics below.
-
Click Save on the WebTMA toolbar
How to Add Sublease Records
Most fields on the Sublease / Identity Tab are populated from the Lease Management record and are read-only.
In Add or Edit mode:
-
Click the Lease Location Tab.
-
Click the Add Items link to open the selection flyout.
-
Choose the appropriate space that is being sublet.
Note that Sublease dates cannot start before or end after the Parent Lease dates.
Want to Learn More?
Visit the WebTMA Help Page