Revised:  05/11/2017

How to Use the Move Out Wizard

Located under Processes>>Tenant Move-Out Wizard

The tab key may be used to move between fields

• Select a tenant using the Tenant Number or the Last Name field  (User can enter the last name and select from the displayed list or press the prompt button and use the Tenant Browse to locate the tenant).  The First Name and MI (if any) will be populated for the selected tenant.

• Enter a Move-Out Date

• Select a move out Reason Code (User can click on Browse button to see options)…press the Tab Key

• Transaction Date will default to current date.  This date must fall within current period in TM or you will see an error message when you click next.  Press the Tab Key

• Enter a Forwarding Name/Address if applicable

• Click Next

Transactions

• User will see Current Transactions (Tenant current activity)

• User will also see Suggested Transactions…this area should include a Security Deposit to A/R and possibly a credit to Rent…

• • User can also add charges such as a Maintenance Charge (12-00)…to do this click on the next available line, and add or use the arrows to select a code and enter the  amount.  If a charge or credit is added, CLICK ON the RECALCULATE button

• Verify the information entered.  If there is a refund due to the tenant, a Process Refund box will be displayed.

• • If the Balance box is showing a refund and all tenant charges are final, the user may click the refund box to issue a payment to the tenant.  A transaction will be generated and sent to Financials and a code 07-00 transaction will be in the tenant's account.

• After Verifying Suggested Transactions and Tenant Balance, click Next

• User will see a message box informing them that if they click yes all transactions will be saved.  Click Yes to proceed

• Click on the Create/Print 50058 button

• Letters and forms may also be printed at this time.

• After the 50058 is printed, CLICK FINISH.

• User has the option to print a Move-out register…this will list all posted transactions (suggested transactions)

Note:  If a 50058 is not generated, a 50058 confirmation box will be shown.  Click No to return to the process to create and print a 50058.  Click Yes to continue with the move-out without creating a 50058.

Move outs will not move to the inactive file until the current month is closed.