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Moving out a tenant, returns the unit to the vacant list and removes the tenant status from the household. 


Step-by-Step Guide to Moving a Tenant Out 

  1. Click the Toolbox Tab on the left hand side of the page in the household overview.

  2. This will bring up a list of tools. Mouse-over the "actions" symbol and a drop down menu with options will appear. Click "Move Out".

  3. The following Move-Out Wizard will appear:


    A - Current Unit Overview: Includes unit address, program, project, and bedroom amount.
    B - Next Button: Proceeds to the next step of the Move-Out process.

  4. Set the Move Out Date for this Household:


    A - Move Out Date:Click calendar icon to open the date picker and select a date.
    B - Pro-rate Rent: Yes/No (Pro-rating rent will adjust the first month's rent charge to reflect how many days of that month the tenant lived in the home. For example, if a tenant whose rent is $200 moves into a home on the 16th of the month, pro-rating the rent will only charge this tenant for the remainder of the month. In this case, that would be $100. If No is selected, the tenant's rent will not be pro-rated based upon move in date and the tenant will be charged the full month's rent regardless of when he or she moves in to the home.)
    C - Previous Button: Return to Confirm Unit step.
    D - Next Button: Proceed to the Account Balances review step of the move out wizard.

  5. Review the Account Balances for the Household:

A - Current Unit Accounts: Details the current unit and all account balances.
B - Other Accounts: Details the unit the tenant lived in prior to their current unit, if no unit exists, nothing will show here. 
C - Previous Button: Return to Confirm Unit step.
D - Next Button: Proceed to the Move Out review step of the move out wizard.

6. Review the Move Out Details for the Household:

A - Move Out  Details: Shows who is moving out of which unit and on what date 
B - Comment box: If there were more details to provide about why someone is moving out, they would go here. This would be an eviction, default on a loan, etc. 
C - Previous Button: Return to Confirm Unit step.
D - Finish Button: Complete the move-out

7. Success! You have completed your move out. 

Video Demonstration



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