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User manual for Pythagoras Leases. Copyright © Pythagoras AB
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Table of contents
1. A short presentation of Pythagoras Web
2. A general overview of Pythagoras Leases and the different parts of the solution
2.1. This is the menu
2.2. This is the global settings area
2.3. This is the object list
2.4. This is the map
2.5. This is the navigation window and the navigation tree
2.6. These are the key performance indicators
2.7. The object list, the map and the navigation tree are linked to each other
3. Working with the menu and the global settings area
3.1. Working with the menu
3.2. Working with the global settings area
4. Working with the map
4.1. Show the map and KPIs
4.2. Hide the map and KPIs
4.3. Show only the map
4.4. Maximise the map
4.5. Minimise the map
4.6. Open a lease via the map
5. Working with the navigation window and the navigation tree
5.1. Show and hide the navigation tree
5.2. Select which navigation tree to work with
5.3. Update the navigation tree you are working with
5.4. Open a navigation tree, a navigation folder, a building, a floor, a land object or a supplement object
5.4.1. Open a navigation tree
Open the navigation tree you are currently working with
Open a navigation tree that you have access to, but are not currently working with
5.4.2. Open a navigation folder
5.4.3. Open a building
5.4.4. Open a floor
5.4.5. Open a land object
5.4.6. Open a supplement object
6. Working with the object list
6.1. Open a lease via the object list
6.2. Create a lease
6.3. Filter the object list
6.3.1. Perform a text search in the object list
6.3.2. Filter a column in the object list
6.4. Update the leases shown in the object list
6.5. Fix lease alarms
6.5.1. Open the fix leases card
6.5.2. Fix alarms that have occurred because you can raise the index for one or more leases
6.5.3. Fix alarms that have occurred because the landlord's or tenant's latest termination date has passed
Fix alarms that have occurred because the landlord's latest termination date has passed
Fix alarms that have occurred because the tenant's latest termination date has passed
6.5.4. Create an overview of the leases where the landlord's or tenant's latest termination date is approaching
Create an overview of the leases where the landlord's latest termination date is approaching
Create an overview of the leases where the tenant's latest termination date is approaching
6.5.5. Create an overview of the leases containing extension options whose expiration date is approaching
6.5.6. Create an overview of the leases containing lease adjustments whose start or end date is approaching
6.5.7. Create an overview of the leases containing adjustment options whose start date is approaching
6.5.8. Create a lease adjustment and apply it to several leases at the same time
Create a lease adjustment with a percentage based adjustment value
Create a lease adjustment with an amount based adjustment value
Set a new rent for one or more leases
6.5.9. Filter the leases list and the activity log
Filter the leases list
Filter the activity log
Filter a standard filter
Filter a column
6.5.10. Update the leases list and the activity log
Update the leases list
Update the activity log
6.5.11. Export the leases list and the activity log to Excel
Export the leases list to Excel
Export the activity log to Excel
6.6. Create a report with lease information
6.6.1. Create a lease annual report
6.6.2. Create another type of report
6.7. Export the object list to Excel
6.8. Working with payments basis and create reports with payment information
6.8.1. Open the payment window
6.8.2. Filter the leases list
6.8.3. Update the leases list
6.8.4. Create a payment basis for one or more leases
6.8.5. Send payment basis for one or more leases for payment
6.8.6. Remove payment basis for one or more leases
6.8.7. Create a report with payment information
6.8.8. Export the leases list to Excel
6.9. Working with invoicing basis and create reports with payment and invoicing information
6.9.1. Open the invoicing window
6.9.2. Filter the leases list
6.9.3. Update the leases list
6.9.4. Create invoicing basis for one or more leases
6.9.5. Send invoicing basis for one or more leases for invoicing
6.9.6. Remove invoicing basis for one or more leases
6.9.7. Open the debit log
6.9.8. Filter the debit log
6.9.9. Update the debit log
6.9.10. View information about a specific debit
6.9.11. Export the debit log to Excel
6.9.12. Create a report with payment or invoicing information
6.9.13. Export the leases list to Excel
7. Working with the key performance indicators
7.1. Show the map and KPIs
7.2. Hide the map and KPIs
7.3. Show only the KPIs
7.4. Maximise the KPIs
7.5. Minimise the KPIs
8. Working with a lease
8.1. General
8.1.1. Name
8.1.2. Popular name
8.1.3. Landlord
Set a landlord for a lease
Change landlord for a lease
Open the organisation set as landlord for a lease
Add an organisation in Pythagoras Leases
Open the document manager via the organisation set as landlord for a lease
8.1.4. Tenant
Set a tenant for a lease
Set a tenant for a lease
Set a debit address for a lease
Change tenant for a lease
Open the organisation set as tenant for a lease
Add an organisation in Pythagoras Leases
Open the document manager via the organisation set as tenant for a lease
8.1.5. Debit address from
8.1.6. Debit address type
8.1.7. Lease object
Set a lease object for a lease
Open the lease object set for a lease
8.1.8. Sub-objects
Add one or more sub-objects to a lease
Remove one or more sub-objects from a lease
8.1.9. Lease status
Change the status of a lease
Archive a lease
Reactivate a lease
8.1.10. Lease type
Change lease type for a lease
Open a lease type
Enable or disable invoicing of energy costs for a lease type
Specify which user groups should have access to a lease type
Working with accounting entries for a lease type
Add an accounting entry post for a lease type
Remove the accounting entry post for a lease type
8.1.11. Currency
8.1.12. Specify which energy costs to invoice when a lease is invoiced
8.1.13. Lease purpose
Set one or more lease purposes for a lease
Remove one or more lease purposes from a lease
Add a lease purpose in Pythagoras Leases
Change the name of a lease purpose
Remove a lease purpose from Pythagoras Leases
8.1.14. General description
8.1.15. Protected description
8.2. More information
8.3. Supplement objects
8.4. Sub-leases
8.4.1. Connect a sub-lease to a lease
Create a connection to an existing lease
Create a new sub-lease
8.4.2. Open a sub-lease via the sub-leases list
8.4.3. Filter the sub-leases list
8.4.4. Update the sub-leases list
8.4.5. Export the sub-leases list to Excel
8.5. Connections
8.5.1. Connect a lease with another lease
8.5.2. Remove a connection made to a lease from another
8.5.3. Remove a connection made from a lease to another
8.5.4. Open a lease via the list called "Connected to leases" or "Leases connected to this lease"
8.5.5. Work with the list called "Connected to leases"
Filter the list called "Connected to leases"
Update the list called "Connected to leases"
Export the list called "Connected to leases" to Excel
8.5.6. Work with the list called "Leases connected to this lease"
Filter the list called "Leases connected to this lease"
Update the list called "Leases connected to this lease"
Export the list called "Leases connected to this lease" to Excel
8.6. Dates
8.6.1. Set a sign date and a start date for a lease
Set a sign date for a lease
Set a start date for a lease
8.6.2. Specify that a lease should be time limited or ongoing
Specify that a lease should be time limited
Specify that a lease should be ongoing
8.6.3. Set an end date or a lease length for a lease
Set an end date for a lease
Set a lease length for a lease
8.6.4. Set an alarm length for a lease
8.6.5. Close a lease
8.6.6. Reactivate a lease
8.6.7. Set a termination lock for a lease
8.6.8. Set an extension length for a lease
8.6.9. Extend a lease
8.6.10. Set a notice time for a lease
Set a notice time for a tenant
Set a notice time for a landlord
8.6.11. Terminate a lease
8.6.12. Cancel the termination of a lease
8.6.13. Set a reference date for a lease
8.6.14. Manage break/termination options for a lease
Add a break/termination option for a lease
Remove a termination option from a lease
8.6.15. Manage extension/renewal options for a lease
Add an extension/renewal option for a lease
Remove an extension/renewal option from a lease
8.7. Areas & costs
8.7.1. Read the graphs and customise the bar chart
Read the graphs for a lease
Customise the bar chart
8.7.2. Set a cost model for a lease
8.7.3. Manage index for a lease
Set an index type for a lease
Perform an index raise for a lease
Remove the latest index raise performed for a lease
8.7.4. Manage index types
Open an index type
Open an index type via a lease
Open an index type via the list of index types
Rename an index type
Manage index values for an index type
Set an index value for an index type
Filter the list of index values
Edit an index value set for an index type
Remove an index value from an index type
Add an index type in Pythagoras Leases
Remove an index type from Pythagoras Leases
8.7.5. Specify whether a lease should, or should not include VAT
Specify that a lease should include VAT
Specify that a lease should not include VAT
8.7.6. Specify whether a lease should, or should not, be included in IFRS 16
Specify that a lease should be included in IFRS 16
Specify that a lease should not be included in IFRS 16
8.7.7. Set a payment or invoice period for a lease
Set a payment period for a lease
Set an invoice period for a lease
8.7.8. Set a payment or invoice break for a lease
Set a payment break for a lease
Set an invoice break for a lease
8.7.9. Set a property tax for a lease
8.7.10. Manage lease adjustments for a lease
Add a lease adjustment to a lease
Remove a lease adjustment from a lease
8.7.11. Manage adjustment options for a lease
Add an adjustment option to a lease
Remove an adjustment option from a lease
8.7.12. Manage lease conditions for a lease
Add one or more lease conditions to a lease
Remove a lease condition from a lease
8.7.13. Manage condition types
Add a condition type in Pythagoras Leases
Remove a condition type from Pythagoras Leases
Rename a condition type available in Pythagoras Leases
8.8. Accounting entries
8.8.1. Add an accounting entry post for a lease
8.8.2. Remove an accounting entry post from a lease
8.9. Payments or Invoices
8.9.1. Select which period the lease card should show payments for
8.9.2. Open a payment associated with a lease
8.9.3. Filter the payments list
8.9.4. Update the payments list
8.9.5. Export the payments list to Excel
8.9.6. Select which period the lease card should show invoicing for
8.9.7. Open an invoicing associated with a lease
8.9.8. Filter the invoicing list
8.9.9. Update the invoicing list
8.9.10. Export the invoicing list to Excel
8.9.11. Credit an invoice
8.9.12. Create a one-off invoice for a lease
8.9.13. View the forecast for the next invoicing of a lease
8.10. Signings
8.11. Activity log
8.11.1. Open the activity log for a lease
8.11.2. Filter the activity log
Filter a standard filter
Filter a column
8.11.3. Update the activity log
8.11.4. Export the activity log to Excel
8.12. Alarm notifications
8.12.1. Add an alarm notification for a lease
8.12.2. Remove an alarm notification from a lease
8.13. Printout
8.13.1. Create a lease printout in Excel format
8.13.2. Create a lease printout in PDF format
8.13.3. Create a lease printout using one of the Fastighetsägarnas templates
8.13.4. Add a report template in Pythagoras Leases
8.13.5. Download a report template available in Pythagoras Leases
8.13.6. Edit a report template available in Pythagoras Leases
8.13.7. Remove a report template from Pythagoras Leases
8.14. Documents
8.15. Comments
8.15.1. Add a comment to a lease
8.15.2. Edit a comment you added to a lease
8.15.3. Remove a comment you added to a lease
8.16. More options
8.16.1. Copy a lease
8.16.2. Remove a lease proposal from Pythagoras Web
9. Working with a floor
10. Working with the document manager
10.1. Open the manual for the document manager