The Lease Dashboard

To view all the leases in WeconnectU, navigate to the Leases menu item on the main menu bar at the top.

Do a Credit Check by selecting the Credit Check button
Select to view only Leases for a specific Portfolio from the All Portfolios button. When a specific portfolio has been selected, only leases for that Portfolio will be displayed on the Leases Dashboard.
Search for a lease on a specific Asset by typing in the Asset name in the Search Leases field.
Search for any leases with a Start Date on a specific day. This can be done by clicking on the Select A Date field and then selecting the date from the calendar.
View leases with a specific Status from the options available on the Select Status list:

Filter for specific leases according to the available filters from the Filters icon:

Select Date Range:
- Any Date
  - Starting Next 30 days
  - Starting Next 60 days
  - Starting Next 90 days
  - Ending This Month
  - Ending Next 30 days
  - Ending Next 60 days
  - Ending Next 90 days
- Terms Type:
- Month to Month - Only month to month leases
  - Fixed - Only fixed term leases agreements
Terms Status:
- Draft - All leases that have NOT been finalized yet
  - Final - All leases that have been finalized and are thus Active
Mandate Type:
- Managed - Only managed lease agreements
  - Procurement - Procurement only mandates
Non-Compliant On:
- FICA Documentation - where Copy of ID and Proof of Address have not been uploaded
  - Signed Lease - where the Signed Lease have not been uploaded
  - Signed Inspection - where the Signed Ingoing Inspection have not been uploaded

On the Top Right corner there will be a Options drop down button:

Create a new lease from the New Lease button at the top