How To Reverse a Move Out

When a tenant has been moved out in error, the user will need to take several steps to reverse the tenant information.

NAVIGATION: MAINTAIN menu > Tenants (Active)

  1. Enter the tenant's Last Name and select the tenant from the list
  2. If the file is in "read only" mode, go to Quick Link > Unlock Tenant File.  Select a Tracking Code and/or enter a modified description and press SAVE
  3. Go to Quick Link > Print 50058
    1. Highlight the incorrect (move out) 50058 and click Delete
  4. Change Status from Move-Out to Active
  5. Change the Effective Date to last date of Action (last 58 that was created)
  6. Change Action from End of Participation to last Action
  7. Press the Move/Transfer tab
    1. Delete the Move-Out Date and Move-Out Reason Code
    2. Press the down arrow beside the Save icon and select Save without clearing view
  8. Press the Main tab
    1. Press the Balance box to bring up Tenant Activity
    2. Review any charges/credits associated with the move-out.  Transactions for the move-out will have an AUTO MO in the reference column.
    3. After identifying the transactions that need reversed, close the Tenant Master and proceed to Adjustment Entry information below to reverse transactions if necessary.

Adjustment Entry

NAVIGATION: ACTIVITIES menu > Adjustment Processing > Adjustment Entry

  1. Select the tenant and enter the Transaction Date
  2. Enter or select the Transaction Code
    1. For Example: An incorrect credit to 03-00 for $120.00 during the move out process would need CHARGED back to the account.
    2. Another example is the credit of the 14-00 code, which is the S/D to A/R.  To adjust this entry, enter an adjustment using the 14-00 code and entering a NEGATIVE number.
  3. After entries are made, run the Adjustment Edit List.  Please make sure that the transactions are the OPPOSITE from what is in Tenant Activity.  
    1. For Example: When a move-out is processed, the system will automatically credit the 14-00 code (S/D to A/R).  This entry should be under the Charge column on the Edit List.
  4. After entries are verified, post Adjustments

Tenant Master (Active)

NAVIGATION: MAINTAIN menu > Tenants (Active)

  1. Enter the tenant's Last Name and select the tenant
  2. The tenant's file should still be in "Edit Mode", if not, go to Quick Link > Unlock Tenant File.  Select a Tracking Code or enter a reason and press SAVE.
  3. Press the Balance box on the front screen.  Adjustments will be shown in Tenant Activity and the balance should be the same as it was before the move-out was processed.  
  4. Press the Accounting tab
    1. Verify that the Required and Held columns have the correct deposit amounts in them.
    2. If the tenant's file is in "Edit Mode", go to Quick Link > Lock Tenant File to return the file to "Read Only" mode

4/2021

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