Help Center

Back to home

Help Center

Lease Administration

Lease Administration

Unlock your lease portfolio data

Equipment Leases

Equipment Leases

How can I add an equipment lease to Occupier?

Change History Log

What is the history log?

What kind of information can I see on the History Log?

Clauses

What is the clauses tab?

How Do I Create Custom Clause Types in Lease Administration?

How to pull a clause export

Notifications

What is the Portfolio Digest and How Do I Customize it?

How to use deal updates and the Daily Deal Digest

How Do I Change My Critical Date Notification Preferences?

Document Storage

How to upload documents in lease administration

How to create document folders in lease administration

Financials

How Do I View Additional Rent Breakdown?

How Do I Input Gross Sales?

How Do I Input Percentage Rent?

Creating & Editing a Lease

How Do I Amend A Lease? (Lease Accounting)

How Do I Amend a Lease?

How To Edit a Lease

Deleting a lease

How do I Terminate a Lease?

How do I Add/Remove Users from a Lease?

How to Add a Sublease

How To Add a New Lease

What is additional rent, and how do I add it to my lease?

How Do I Add a Contact to a Lease?

What are the Minimum Required Fields for Adding a New Lease?

How Do I Add/Edit Base Rent?

How Do I Add Critical Dates in Lease Administration?

Why Did I Get An Error Message When Amending a Lease?

Lease Homepage

How Do I Input Percentage Rent?

How Do I Add Clauses into a Lease?

How Do I Add an Image to a Lease?

How Do I View Percentage Rent?

How to Add an Incentive

See more

Critical Dates

How do I update the status of my critical dates?

Where can I track my critical dates?

How to Change Critical Date Notifications

How do I add a custom critical date to an individual lease?

How can I create a custom critical date type?

See more

Lease Column Configurations

What are lease column configurations?

Custom Fields

What are Custom Fields and How Do I Set Them Up?

Contacts

What is the Contacts Tab?

How do I use the Contacts Tab?

How to export the contacts tab

Filtering

How do I use lease filters?

What are saved views?

Assets

What is an asset?

Lease Data Exports

How do I export my critical dates data?

How do I export my lease history data?

How do I create a lease abstract report?

How do I export my equipment lease data?

How do I export my real estate portfolio?

How to export the financials tab?

How do I Export my Lease Data?

How do I set up a scheduled export?

What is a scheduled export?

See more

Occupier Analytics Dashboard

What is the Analytics tab?

How do I set up desk ratios with headcount and capacity?

What is the global map view?

What are portfolio averages?

What are portfolio totals?

What are expense analytics?

What are desk ratios?

What are space analytics?

What is horizon planning?

How do the Occupier Analytics filters work?

How often is my Occupier Analytics Dashboard data refreshed or updated?

Can I customize Occupier Analytics?

What are Occupier Analytics Dashboards?

See more

Customizing Data Categories

How Do I Add/Change Custom Categories?

What is an expense type and how do I create custom expense types?

What is a clause type and how do I create custom clause types?

How do I create custom event types?

What is an equipment type?

What is a space type?

See more

Lease Admin Overview

Change History Log

How Lease Admin Affects Lease Accounting

Lease Status in Lease Admin

Assets

Column Configuration & Filtering

Viewing Expired Leases

Lease Admin Filtering

Critical Dates Configuration

Equipment Lease Configuration

Real Estate Lease Configuration

Viewing World Currencies

Saved Filter View

Clause View Filtering

See more

Tasks & Commenting

Tasks in Admin

Adding/ Editing Tasks

Lease Commenting