Monitoring deadlines

Purpose

The “Deadlines” screen consolidates everything that reaches its term within the next six months in order to anticipate renewals and obligations instead of discovering them once they have passed.

Deadlines are classified by type and coloured according to their urgency, which makes it possible to identify immediately the files that require priority handling.

Where to find it

1. Operations
2. Deadlines

Steps

1. Open “Deadlines” in order to display the “Energy certificate”, “Mandate”, “Lease”, and “Indexation” groups.
2. Locate the colour of each date, which is red for a passed deadline, orange for a deadline within 30 days, and blue beyond that period.
3. Click on a line in order to open the relevant record directly, or the “Indexation” screen for a due indexation.
4. Process the deadline from the record, for example by renewing the mandate, so that it disappears from the list.

Good to know

• Only active mandates and leases are taken into account.
• Each group displays a maximum of 25 lines, sorted by date.
• In order to receive alerts without consulting the screen, create an automation such as “A mandate reaches its end” or “An EPC certificate expires”.

Related guides

• OperationsCreating automationsDefine rules that monitor a situation every day and create a task, a ticket, a rent reminder or an email.
• PortfolioManaging mandatesRecord your sales, letting, management or co-ownership mandates, numbered in the register, and track them until they end.
• LettingsManaging leasesCreate and track the leases for your units, from draft to the end of the contract, including rent, charges, deposit and applicable legislation.
• Rent and financeIndex rentCalculate the indexed rent of leases on their anniversary with the published index and send the letter to the tenant.
• PortfolioManaging unitsDescribe each lot, track its commercial status, and retrieve offers, leases, sales, and opportunities related to it on its file.