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Editing and Deleting Lease Transaction Schedules

Property Matrix allows you to manage and adjust lease transaction schedules for your tenants.

Written by Conor Taliancich

Edit an Entire Schedule

  1. Go to Tenants and select the tenant.

  2. Select the applicable lease, then open the Future tab.

  3. Select the fee schedule and click the Edit icon.

  4. Update the schedule as needed, then save.

You can update:

  • Schedule name

  • Start and end dates

  • Schedule frequency

  • Lease charge generation date

  • Due date

  • Rent increases

The end date is available only when Month to month is disabled.

You can also edit a schedule from Properties:

  1. Select the property and open the Lease tab.

  2. Open the tenant dropdown and select All Leases.

  3. Scroll to Transaction Schedules and click the Edit icon.

You can also access All Leases from Tenants > Action Menu > All Leases.

Saving changes at the schedule level removes any individual transaction edits, including changes made with Push to Today. The tenant information will update to reflect the revised schedule.

Lease Terms and Vacancy Calculations

Property Matrix uses the earliest schedule start date on a lease as the lease start date. The unit appears occupied once that lease begins.

To create a future lease, enter a future start date. The unit remains unoccupied until the lease officially begins.

For an indefinite lease, select Month-to-Month in the Edit Transaction Schedule window and leave the end date blank.

A property displays as vacant when it has no active tenant, even if a future tenant and rent schedule are assigned. Future tenants are shown separately under the Future Tenants filter.

Edit an Individual Scheduled Transaction

  1. Go to Tenants and select the tenant.

  2. Select the appropriate lease, if applicable, then open Future.

  3. Select the fee schedule containing the transaction.

  4. Select the individual transaction.

  5. Click Edit next to the field you want to change.

  6. Save your changes.

When saving, choose one of the following:

  • This transaction only: Updates only the selected transaction and marks it with an asterisk.

  • This transaction and future transactions: Splits the schedule from the edited transaction forward.

  • All transactions: Updates every transaction in the schedule.

To post a scheduled transaction immediately, open its dropdown menu and select Push to Today. This removes the transaction from the schedule and posts it immediately.

Delete a Schedule

  1. Go to the tenant's Future tab.

  2. Select the relevant schedule.

  3. Click Remove.

  4. Confirm the deletion.

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