Transfers - Move Out Completed - Now What?!?

Created by Paul Hoffman, Modified on Tue, Jul 18, 2023 at 3:52 PM by Paul Hoffman

One the move-out has been completed in ResMan, you will not complete the Move-Out Rec as normal.  You will complete the following steps in the exact order listed.  


  1. In ResMan, we never complete the Move-Out Rec first on transfer move-outs. 
  2. You will always do the following: 
  • Go to Residents Account
  • You will want to enter any final charges for the resident's account by clicking on New Transaction.  
  • Then you will click on Apply/Refund Balance 
    • Date: Leave Default
    • Deposit Refund - enter a zero
    • Payment Refund - enter a zero
    • Notes: Apply Deposit/PMT to the balance owed
    • Click on the "Save" button at the bottom of the screen.
  • Then you will click on "Transfer Ending Balances"
    • Click on the following ONLY:
      • Transfer deposits
      • Transfer charges, credits, and payments
    • Click on the "Transfer" button.
  • You will then go back to the Former Residents Account.
    • Complete the Move-Out Rec. 
    • This should at this point be a $0 owed/$0refund

 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article