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.