Application/Move-In Lease Info Tab

This tab displays when you click Next on the Lease Dates Tab. Use this tab to add or edit lease information for the applicant leasing or moving into a unit. Details displayed at the top of this tab are for reference only and cannot be edited.

Marketing Source

Select the marketing source that best describes how the applicant/lease first heard about the property from the droop-down list. Marketing sources are established on the Marketing Sources Tab.

Lease Number

The display of this field is triggered by the property policy, Track Lease Numbers. Enter the user-defined lease number. This ID appears on lists and in reports.

Corporate Client

The display of this field is triggered by the global policy, Use Corporate Clients. Select the corporate client to associate with the applicant/lease from the drop-down list. Corporate clients are established on the Corporate Clients Tab.

Print Invoices

The display of this field is triggered by the global policy, Print Invoices. Select a frequency for printing invoices from the drop-down list. Options:

Always (default)—invoices print for residents with or without a balance due.

Sometimes—invoices print only for residents with a balance due.

Never—invoices do not print at all.

Credit Status

Select the type of payment method will be accepted for the applicant/lease from the drop-down list.

Normal—no payment restrictions exist.

No Checks—check payments are not allowed.

Hold—payments and transactions are not allowed.

Restricted—transactions are not allowed.

Profit Center

The display of this field is triggered by the global policy, Use Profit Centers. Enter the profit center in the general ledger entity used to credit income payments from the applicant/lease.

Leasing Agent

Select the name of the leasing agent responsible for leasing the unit to the applicant/lease from the drop-down list. Leasing Agents are established on the Leasing Agents Tab.

Print Statements

The display of this field is triggered by the global policy, Print Statements. The default sets as Always, accept the default or define a different frequency for printing statements from the drop-down list:

Always—statements print for residents with or without a balance due.

Sometimes—statements print only for residents with a balance due.

Never—statements do not print at all.

Vendor ID

Vendor numbers are used for security deposit interest refunds. Enter the vendor ID used for accepting payments from this vendor. This number appears on lists and in reports.

Late Schedule

The Default Late Notice code appears in this field if established in property policy setup. Assign or change the late schedule for the application or lease by selecting from the drop-down list. Late Schedules are established on the Late Notices Tab.

Print Receipt

This check box determines if the Print Receipt option on the Payments & Adjustments Tab defaults to blank or checked each time a payment is entered for the applicant/lease.

Checked—Print Receipt on the Payments and Adjustments Tab defaults to checked each time a payment is entered for this lease.

Unchecked—(default) Print Receipt on the Payments and Adjustments Tab defaults to unchecked each time a payment is entered for this lease.

Tracking ID

Use the Lookup to find and select an existing Tracking ID for an applicant/lease who has leased previously. Or, leave blank for an applicant/lease who has not leased previously and the system will assign a unique Tracking ID.