In Property Matrix, transaction schedules are linked to the lease, and as a result, future schedules are visible to all tenants associated with that lease. This means both primary and secondary tenants will see schedules on their respective lease pages. To determine which tenant a transaction schedule applies to, check the Tenant label on the Future tab. This column displays the name of the tenant who will be charged for each scheduled transaction, ensuring you can easily identify the correct party.
How to Create a Schedule for a Secondary Tenant
To create a schedule specifically for a secondary tenant, you must first navigate to the secondary tenant's Lease tab. There are two ways to do this:
Using the Properties Tab:
Go to the Properties tab.
Click on the unit the tenant is under, then click on the Lease tab.
Open the dropdown next to the secondary tenant, then click on the secondary tenant's name to navigate to their page.
Using the Accounting-Tenants Tab:
Navigate to the Accounting > Tenants tab.
Filter the tenant list by selecting Tenant Type: Secondary Tenants.
Click on the desired secondary tenant to open their page.
Once you have accessed the secondary tenant’s page, proceed as follows:
Go to the Lease tab.
Click on the Future tab.
Click the New Schedule button.
Fill out the schedule details as you would for any standard schedule.
After saving, you will see the secondary tenant’s name listed on the schedule under the Tenant label.
This process ensures that the schedule is created specifically for the secondary tenant, and all future charges generated by this schedule will apply only to that tenant.
Additional Notes
If a transaction schedule is created directly on the Properties page, it will be linked to the primary tenant by default.
If the primary tenant changes on a lease, transaction schedules are updated to link to the new primary tenant.
Always review the Tenant label to verify which tenant will be charged, especially when multiple tenants are on a lease.
If you need further assistance or have questions about transaction schedules, please contact Property Matrix support.