eTASK.Leasing offers a cross-phase workflow that guides you from the sales phase through the creation of lease agreements to the billing of rent. This process is illustrated below using an example.
Example: CAFM Holding owns a number of office buildings that it leases out. One day, Mr. Müller at CAFM Holding receives a call from Ms. Schröder, an employee of Serious Business. She is looking for office space and has become aware of CAFM Holding’s office buildings.
Mr. Müller reviews the available spaces. 📄 Nicht vermietete Räume ermitteln IC1356
He finds several vacant spaces that meet Mrs. Müller’s size requirements:
He creates an offer for the rental space by creating a lease agreement with the status “Offer” and adding the desired spaces to the time period. 📄 Räume zuordnen IC1351 Since Ms. Müller and her company are not yet registered in the system, Mr. Schröder first creates a new customer. 📄 Debitor anlegen IC1862 This contains all the necessary data to subsequently assign the lease agreement directly to the tenant.
Mr. Schröder then assigns the rooms to be rented to the lease agreement. 📄 Räume zuordnen IC1351
Mr. Schröder creates the lease agreement as a Word file so that he can send the offer to Ms. Müller. 📄 Sollstellung erzeugen IC1391
Ms. Müller gets back to us after a few days. Serious Business has decided to accept CAFM Holding’s offer. The lease agreement will therefore be signed.
Mr. Schröder activates the lease agreement.
The lease agreement begins on March 1, 2018. To ensure that the rent amount for Serious Business is displayed in the debit position, Mr. Schröder creates a new posting month in the debit position for March 2018. 📄 Sollstellung erzeugen IC1391
The rent amount for Serious Business is listed:
Since CAFM Holding handles its financial accounting via DATEV, Mr. Schröder exports the debit position at the end of March 2018 in a DATEV-compatible format. 📄 Sollstellung nach DATEV exportieren IC1390
Mr. Schröder imports the generated file into CAFM Holding’s DATEV system, where the rent settlement is processed.