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Kuberan AI Help

Tenants

Open Tenants

Overview

Tenants are the people or companies who sign leases. The Tenants list is a directory of renters for the client — distinct from general customers but backed by a Customer record behind the scenes so every rent invoice, receipt, and AR balance flows through the same accounting plumbing as the rest of the books.

Shadow-Customer pattern: Creating a Tenant automatically creates a linked Customer record with source = 'tenant', and the Customer carries a linkedTenantId back-reference. The Tenant record holds rental-specific data (emergency contact, notes); the Customer record holds billing data (email, terms, tax settings) and owns the invoices. Editing name / email / phone / mobile / type on the Tenant mirrors to the Customer in the same transaction.

Screen layout

Toolbar: New Tenant button. (There is no search field or status filter on this list.)

Table: Name, Type, Email, Phone, Actions.

There is no separate Tenant detail page — the row’s Edit action opens the tenant form in a slide-over panel.

UI elements

New Tenant

Opens the New Tenant form in a slide-over. On save, a shadow Customer is created atomically in the same transaction.

Table columns

ColumnNotes
NameTenant display name.
TypeIndividual or Business.
EmailPrimary contact email; mirrored to the shadow Customer.
PhoneFalls back to the mobile number when the primary phone is blank.
ActionsEdit (slide-over), Delete.

Shadow Customer

Every tenant is also a Customer. This isn’t shown in the tenant form, but it matters in a few places:

  • Invoices — rent invoices (auto-generated or manual) are addressed to the shadow Customer, not the Tenant directly.
  • Reports — the shadow Customer carries source = 'tenant', so customer-focused reports can isolate rental AR from the rest of the ledger.
  • Traceability — the Customer’s linkedTenantId points back to the owning Tenant.

The shadow pattern avoids two parallel AR ledgers (one for rentals, one for everything else) — you keep one chart of accounts, one aging report, one cash-receipt flow.

Actions

Add a tenant

  1. Click New Tenant in the toolbar.
  2. Enter Name (required) and choose Type (Individual or Business).
  3. Fill in Email, Phone, and Mobile as needed.
  4. Optionally add an Emergency contact (name, phone, relationship) and Notes (internal only; not copied to the shadow Customer).
  5. Click Create tenant. The Tenant and shadow Customer are created in a single transaction — if either write fails, both roll back so you never end up with a half-linked record.

Edit a tenant

  1. Click the Edit icon on the row.
  2. Update fields. Name / email / phone / mobile / type changes are mirrored to the shadow Customer on save.
  3. Click Save changes.

Delete a tenant

Deleting removes the Tenant and its shadow Customer together, in a single transaction. The audit trail lives in the audit log; the live database no longer carries the deleted rows.

  1. Click the Delete icon on the row.
  2. Confirm in the dialog.