Bulk Move-In

Use Bulk Move-In to enter multiple move-ins at one time. The grid displays a list of residents who are status Applicant, Approved, or Leased—who have not yet had their move-ins entered.

Using this tab you can review or edit recurring charges and assign bedrooms to wait-listed residents. Residents are shown on the grid with a note in the Select column if they have incomplete information entered into the system. Hover over or click on the note to obtain the reason they are not approved to move in.

Note

A red asterisk ( * ) indicates a required field or selection.

Property

The display-only property name.

Leases Selected

The number of leases selected in the grid.

Move-In Date *

The date the move-in is entered. Displays the system date as the default or you may enter another date using the format mm/dd/yyyy. Or, use the Calendar Button to select a date.

Grid Fields

Bldg

The building identification that appears on lists and in reports. Click the column title to sort the list by building.

Bedroom

The bedroom identification that appears on lists and in reports. Click the column title to sort the list by bedroom.

Addt'l

An icon appears for any master Building/Unit that has additional leased unit(s) associated to it. Rest your cursor on the icon and a tool tip shows the building/unit of the additional unit(s).

First Name

The resident identification that appears on lists and in reports. Click the column title to sort the list by first name.

Last Name

The resident identification that appears on lists and in reports. Click the column title to sort the list by last name.

Charges

Select the link to edit recurring charges on the Charges Tab.

Wait List

Select the link to edit the wait list using the Wait List: Select New Bedroom Tab.

Status

Displays status: Applicant, Approved, or Leased.

Select

Header—Put a check mark in the Select column header to select all residents at once. A checkmark in the check box next to a lease indicates the resident is selected.

Detail—Click in the check box next to a resident to select one resident at a time.

Note—Hovering over or clicking on a note in the Select column provides a message that explains why move-in is not allowed. For example, the message may read, "Move-in to an Occupied unit is not allowed." There may be more than one reason that move-in is not allowed, however only one note displays at a time. When one issue is resolved, if there is another issue prohibiting move-in a new note will display. This continues until all issues are resolved. At that point, a check box displays in the column so the resident may be selected for move-in.

Button

Use the Find Button to locate a move-in by bedroom.

Move-In Date defaults to the current system date. Accept the default or enter another date using the format mm/dd/yyyy. Or, use the Calendar Button to select a date.
Use the grid to locate the leases to work with, and then select the check boxes in the far-right column for those leases. Or, mark the Select check box in the header to select all leases.
Select the Charges link to open the Charges Tab so you may review or edit recurring charges to ensure accuracy. This is optional but recommended.
If applicable, select the Wait List link to open the Wait List Tab to assign a resident to an available space to lease.
When done selecting leases for which you want to enter a move-in, select the Do Move-Ins button. A pop-up message displays.
Select OK to approve the move-ins. The system enters the move-ins for the selected residents and prints the Bulk Move-In Report.

Note

Based on the User Policy, Allow changes during Move-in, a user may be restricted from charging anything during the bulk move-in process for the Student Housing Property Type. If a user does not have the permission, the recurring charges will not be listed during the move-in process, the system will not prorate any amounts for the new resident, the Fees & Security screen will not be listed, regardless of property policy settings. The Next Due date for the charges for the residents will be left blank so that the residents will get billed correctly during the BOD or Lease Changes process. The permission is found in the System module at Security—Users—eSite—Leasing—Application & Movein.

Property Name

The name of the property.

Move-In Date

The move-in date.

Bedroom

The bedroom identification that appears on lists and in reports.

Resident

The resident name that appears on lists and in reports.

Inc Code

The income code assigned to the funds collected for this lease.

Description

Any messages regarding leasing that may be associated with this resident.

Pro-In Date

The Prorate-In date, i.e., the date when the proration of charges begins.

FFP Date

The First Full Period Date, i.e., the date when the first full period begins.

Charge Amount

The amount charged for this lease.

Charge Begins

The date that the charge begins for this lease.

Charge Ends

The date that the charge ends for this lease.

Prorate Amount

The prorated amount charged for this lease.

Total

Column totals display for each resident and for the report as a whole.

Total Move-Ins

The total number of move-ins.

Bulk Move-Ins