Conveyance

*Documentation Page Under Construction*

Step-by-Step Guide to Performing Conveyance Action

1. From the selected households page, open the side toolbox.
2. Mouse over the household actions icon, and click "Conveyance".
3. The first step of the wizard will be to review and confirm the household unit. If the unit shown is correct, click the "Next" button.
4. The conveyance wizard will then navigate to the Conveyance Date page. Enter in the date of Conveyance if different than today.
5. Select whether or not you wish Automatic admin and MEPA charges to stop. Selecting the "Yes" option will prevent future automatic charges from being posted. These may include loan charges, rent charges, admin fees, and/or recurring transactions as applicable. 
6. Click "Next".
7. The next step will be to review the account balances pertaining to the selected household. Any other accounts that may not be related to the Conveyance Action will appear in the "Other Accounts" section. Each account listed will include the account balance.