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- Lease Administration
- Critical Dates
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Getting Started
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Lease Administration
- Equipment Leases
- Change History Log
- Clauses
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- Critical Dates
- Lease Column Configurations
- Custom Fields
- Contacts
- Filtering
- Assets
- Lease Data Exports
- Occupier Analytics Dashboard
- Customizing Data Categories
- Lease Admin Overview
- Column Configuration & Filtering
- Tasks & Commenting
- Lease Payables
- Lease Data Imports
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Lease Accounting
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Transaction Management
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Broker Deals CRM
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Monthly Release Notes
How do I update the status of my critical dates?
In order to update the status of a critical date you will need to mark the critical date event as either not actioned, exercised or ignored. Note, when a Critical Date is created, the status will default to “Not actioned”.
This is done at a lease-by-lease level in the Critical Dates Section.
Step 1: Click edit on the individual lease that requires action.
Step 2: Click “Exercised”, “Ignored” or “Not actioned”
Optional: Add a Description and/ or Notes to the event.
Step 3: Submit your status on the critical date event.