Leases

Leases define the legal and financial relationship between a tenant and a unit. Create digital leases, set terms, add charges, and track the lease lifecycle.

Leases table

Table features

The leases table gives you full control over how you view and manage all lease agreements.

Filtering

Filter leases using any column with advanced filter options:

Filter type	Description
Contains	Field contains the specified text
Not contains	Field does NOT contain the specified text
Is	Field exactly matches the specified value
Is not	Field does NOT match the specified value
Is empty	Field has no value
Is not empty	Field has a value

How to filter: Click the filter icon then click Add filter button , select your filter type, and enter the value.

Filter examples:

Lease ID contains “2026”
Status is “Active”
Tenant name contains “Mwangi”
End date is not empty

Column customization

Click the View Settings button to customize your table:

Setting	Description
Row height	Compact / Standard / Comfortable
Grouping	Add grouping level… (group by Status)
Toggle columns	Show/hide any column

Toggle columns available:

Lease ID
Tenant name
Lease type
Unit number
Rent amount
Rent frequency
Signed at
Document url
Status (Active / Expired / Terminated / Draft)
Created at
Updated at
Monthly rent
Start date
End date
Rent due day
Security deposit

Pin columns

Pin important columns to keep them at the table:

Click the pin icon on any column
Pinned column stay fixed while scrolling
Click the pin icon again to unpin

Refresh button

Click the Refresh button to reload the latest lease data.

Export

Export lease data as CSV or Excel:

Click Export button
Select format: CSV or Excel
Choose which columns to export (all or selected)
Click Download

Create lease

Create a new lease

Click the Create lease button to open the lease creation form.

Tenant and Unit

Field	Required	Description
Tenant	Yes	Select an existing tenant from the dropdown
Unit	Yes	Select an existing unit from the dropdown (shows only vacant units)

Tip: Need to add a new tenant first? Go to Tenants →

Agreement Terms

Field	Required	Description
Agreement type	Yes	Month to month or Fixed term
Move-in date	Yes	Date tenant takes possession of the unit
Move-out date	No	For fixed-term leases, when the lease ends
Rent due day	Yes	Day of the month rent is due (1 to 28)

Charges

Rent is required. Add any additional recurring or one-off charges.

Required: Monthly Rent

Field	Description
Description	Monthly Rent (default, can be customized)
Amount (KES)	Monthly rent amount
Frequency	Monthly (default)
Account (optional)	Map to chart of accounts for accurate financial reporting

Security Deposit

Field	Description
Amount	One-off, refundable deposit, e.g., 50000. Leave blank if no deposit is required.

Add additional charges

Click Add charge to add more charges:

Charge type	Frequency	Examples
Recurring charges	Monthly, Quarterly, Yearly	Parking fee, Service charge, Internet
One-off charges	One-time	Pet fee, Admin fee, Key deposit

Add charge fields:

Description (e.g., “Parking Fee”, “Service Charge”)
Amount (KES)
Frequency (Monthly / Quarterly / Yearly / One-time)
Account (optional) — Map to chart of accounts

Utilities

Select which utilities apply to this unit. A meter account will be created for each selected utility.

Select utilities:

Utility	Description
Water	Metered water consumption
Electricity	Metered power consumption
Gas	Metered gas consumption
Internet	Fixed monthly or metered
Trash	Waste collection service

Notes

Add any additional notes about this lease. Internal notes are visible only to your team.

Lease overview

Clicking a lease

Click on a lease ID in the table to open its detailed overview. You can also click on tenant names or unit numbers from the lease table to navigate to their respective overview pages.

Lease header

Field	Value
Unit - Tenant	unit and tenant names
Status badge	Active / Completed / Cancelled
Lease ID	lease id number
Agreement type	month to month
Start date	date
End date	Open-ended

Actions button

Click Actions for quick operations on this lease.

Lease tabs

Overview

The default tab showing key lease information:

Tenant section

Field	Value
View tenant link	Link to tenant overview
Tenant name	Name
Contact	email and phone number
Status	Active / Completed / Cancelled
Account	profile only or auth

Unit section

Field	Value
View unit link	Link to unit overview
Unit	unit number
Unit type	types
Bedrooms and Bathrooms	number of bedroon and bathroom
Rent	Amount in kes
Unit status	status
Service charge	Amount in kes

Lease charges

All charges associated with this lease.

Column	Description
Charge name	Description of the charge
Type	Rent / Deposit / Service charge / Utility / Other
Frequency	Monthly / One-time / Quarterly
Amount	Charge amount
Next billing date	When this charge will be applied next
Status	Active / Completed / Cancelled

Actions:

Add charge
Edit charge
Remove charge

Lease actions

From the lease overview, available actions include:

Action	Description
Mark as active	Activate the lease
Renew lease	Extend or create a new lease
Terminate lease	End lease early (requires confirmation)
Delete lease	Parmanetly delete lease (requires confirmation)

Lease statuses

Status	Description
Draft	Lease created but not yet active
Active	Current, valid lease agreement
Expired	Lease end date passed, not renewed
Terminated	Ended early by mutual agreement or breach