Reverse a Tenant 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: ACTIVITIES menu > Tenant Master

  1. Tenant Number: select a tenant using their Tenant Number or leave this field blank and select a tenant using their last name.
  2. Last Name: select a tenant using their Last Name or use the Tenant Number field.
    1. First Name: When a valid tenant has been selected, their First Name will be displayed.
    2. Middle Initial: When a valid tenant has been selected, their Middle Initial or name will be displayed.
  3. 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
  4. Go to Quick Link > 58 > Print 50058
    1. Highlight the incorrect (move out) 50058 and click Delete
    2. Change Status from Move-Out to Active
  5. Main Tab
    1. Effective Date: enter or select the date to last date of Action (last 58 that was created)
    2. Action: Change the Action to End of Participation
    3. Click APPLY
  6. Move/Transfer Tab
    1. Move-Out Date: delete the date
    2. Move-Out/Transfer Reason Code: delete the code
    3. Click APPLY
  7. Main Tab
    1. Click BALANCE to view Tenant Activity
    2. Review any charges/credits associated with the move-out.
    3. Transactions for the move-out will have an AUTO MO in the reference column.
    4. 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

See Process a Tenant Adjustment

NAVIGATION: ACCOUNTING menu > Adjustments > 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

NAVIGATION: ACTIVITIES menu > Tenant Master

  1. Tenant Number: select a tenant using their Tenant Number or leave this field blank and select a tenant using their last name.
  2. Last Name: select a tenant using their Last Name or use the Tenant Number field.
    1. First Name: When a valid tenant has been selected, their First Name will be displayed.
    2. Middle Initial: When a valid tenant has been selected, their Middle Initial or name will be displayed.
  3. 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 click SAVE
  4. Main Tab
    1. Click BALANCE to view Tenant Activity
    2. Adjustments will be shown in Tenant Activity and the balance should be the same as it was before the move-out was processed.  
  5. 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

7/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388