1. Rent Charges
a. Historical values need to cover the period of arrears for a tenancy in order for the opening balance/Paid calculations to be successful. i.e. start date of earliest rent charge < rent paid to date. There can’t be any gaps in rent charges from tenancy start date to current date, this applies to property and tenancy.
2. An organisational decision needs to be made by CHP around Tenancy including all transaction types on whether to proceed with an import of all transactions or just opening balances.
3. Ensure transaction type data is complete and accurate.
a. Migrating transaction history is the preferred method, but exact mapping of transaction type needs to be locked in early. It is possible for Zavanti to migrate opening balance only, but the date from when they were taken needs to be exact. Opening balances can cause errors with weekly rent charges so this method is not preferred.
4. Time Sensitive Tenancy Data.
a. Processes that involve automation or communications to outside bodies such as tenants or contractors need to be considered in the planning of what to migrate. The Rent review process is the highest priority one of these in tenancy, Zavanti recommend that outstanding rent reviews be completed and a pause on new reviews is put in place approaching go-live.