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.
- In ResMan, we never complete the Move-Out Rec first on transfer move-outs.
- 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.
- Click on the following ONLY:
- 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
Feedback sent
We appreciate your effort and will try to fix the article