Transferring Unsubsidized Tenants to a New Unit

You can only transfer unsubsidized tenants in Tenant Accounts Receivable. Transferring moves the tenant to a new unit, updates the lease with the new unit information, and updates any accounts the tenant may have (or add new ones).

From the Main Menu screen, click TENANTS. The Browse Tenant Leases screen appears with all current leases displayed in a table.

Select how you want to order the tenant lease table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first tenant lease to match the criteria is highlighted in the table.

Highlight the tenant lease record you want to work with and double-click, or click

. The Tenant Management screen opens with the Tenant Information tab selected.

Click

and select "Transfer to a new unit" from the menu that appears. The Unit Transfer Wizard is initiated. The tenant's current unit information is displayed at the top of the first screen in the wizard.

Click

; the Browse Unit Information screen appears with all vacant and occupied units displayed in a table.

Select "Vacant Unit" from the view drop-down list to only view your agency's vacant units.

Select how you want to order the vacant unit table from the ordered by drop-down list, enter the search criteria in the search for field and click GO. The first unit to match the criteria is highlighted in the table.

Hint: To make your search more effective, you can also filter the unit table by development. Just select development in the filter drop-down list, select the particular development from the on drop-down list that appears, and then click . Only those units belonging to the selected development display in the table.

Highlight the unit record into which the unsubsidized tenant should be transferred and click

. The Unit Transfer Wizard appears again with the new unit information displayed.

Specify the transfer date and the new rent amount.

10.

Click START to continue.

11.

Review and confirm the information you have set up and click FINISH to transfer the tenant to a new unit. The Tenant Information tab appears again.

To view the tenant's account information, select the Account Summary or Account Details tab.

To view the tenant's lease history, select the Leases tab.