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Adding a Lease Term to Lessee Rates - Product Advisory

March 2021

Introduction

With the 21R1.1 release, we added a new feature that allows users to add a Term, also known as lease duration, to their portfolio via the UI within the Settings, Lessee Rates workspace and also via Bulk Import with a Lessee Rates import. This will eliminate the need for a Support request to have additional Terms added.

UI: Settings, Lessee Rates

Upon landing on the Lessee Rates workspace, users will see a new green plus button next to the Term field and once clicked, a new pop-up will appear giving the user the ability to specify and add a new Term that can be further configured with any applicable rates.

Graphical user interface, application

Description automatically generated

Bulk Import: Lessee Rates Import

Using the Lessee Rates import file, users will be able to add a new Term to the file using the Term (Months) field on the Lessee Rates tab. The cells for this column allow values from the drop-down menu as well as freeform typing as long as you are using a whole number. If preferred, you may add the term(s) to the data tab Lessee Rates Terms values and make it available in the drop-down menu on the Lessee Rates tab.

Note: Remember that Support tickets are no longer needed to add a new term and you will be referred to this Product Advisory.

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