Create Rental Process

To create either a Mineral or Surface rental process, click on the Rentals icon on the Toolbar.

When you create a new rental month/year, the system automatically sets up a series of steps for that month. The steps may vary slightly, depending upon the company's configuration and the type of rental process. Each step produces a report. Printing and/or saving of the reports is optional for the initial steps, but is recommended for the final steps.

Select the Cheque Owner. A dropdown list is available when multiple companies have been set up in the Owners table as Cheque Owners. If there is one Owner Company set up then the selection will already be populated.
The Mineral and Surface folders will appear. click on the applicable folder.
Select the Cheque Run dropdown which is available when Split Rentals is configured to process rentals separately for Crown or Freehold and Others. If you are not running Split Rentals the Cheque Run field will be greyed out.
Click the '+' to expand either the Mineral or Surface tree view.
Double click the Add Month under the Mineral or Surface folder and enter the month and year for the new rental run you wish to create. Or, if you have started a month and wish to continue, click on the '+' next to the year and then click the appropriate step that you wish to continue with.
OK will automatically launch the first step in the rental process for Rental Distribution.

The lease rental process steps must be run (by double clicking on the step), in the order shown, until all of the steps of the lease rental payment process are complete. The process can be restarted at any point by re-clicking on the first step BUT should only be restarted up to the point of interface with accounting..

FAQ: What do the Symbols next to the Rental Process steps mean?