Leases with Multiple Responsible Occupants

The setting of the property policy, Create separate Refund transactions for each Responsible Occupant in the Refunds & Forfeits category, and the forwarding address selections made on the Addresses Tab determine how the system handles refunds and/or forfeits if multiple responsible occupants are listed on a single lease.

The behavior of these fields along with the fields that display on the refund screens within APS (AMSI's Accounts Payable System) changes.

If Other Address is checked on the Addresses Tab indicating this address is the same as the Primary Address, and the property policy Create separate Refund transactions for each Responsible Occupant is set to No, then the following applies:

Forwarding Address shows:

APS Refund screens show:

Name(s)—Name1, Name2, Name3

Name(s)—Name1, Name2, Name3

Attention—

Attention—

Address—Address 1

Address—Address 1

Address—Address 2

 

If Other Address is not checked on the Addresses Tab indicating this address is different than the Primary Address, and the property policy Create separate Refund transactions for each Responsible Occupant is set to No, then the following applies:

Forwarding Address shows:

APS Refund screens show:

Name(s)—Name1, Name2, Name3

Name(s)—Name1, Name2, Name3

Attention—Address1

Attention—Address1

Address—Address2

Address—Address 2

Address—Address3

 

NoteNote

As a requirement, in order for the Names listed above to show in both the Forwarding Address and Refund screens the names of the responsible occupants must be manually entered in the Name(s) field, separated by a comma, on the Addresses Tab.

If Other Address is checked on the Addresses Tab indicating this address is the same as the Primary Address, and the property policy Create separate Refund transactions for each Responsible Occupant is set to Yes, then the following applies:

Forwarding Address shows:

APS Refund screens show:

Name(s)—Name1, Name2, Name3

Screen 1—

Attention—

Name(s)—Name1

Address—Address1

Attention—

Address—Address2

Address—Address1

 

Screen 2—

 

Name(s)—Name2

 

Attention—

 

Address—Address1

 

Screen 3—

 

Name(s)—Name3

 

Attention—

 

Address—Address1

If Other Address is not checked on the Addresses Tab indicating this address is different than the Primary Address, and the property policy Create separate Refund transactions for each Responsible Occupant is set to Yes, then the following applies:

Forwarding Address shows:

APS Refund screens show:

Name(s)—Name1, Name2, Name3

Screen 1—

Attention—Address1

Name(s)—Name1

Address—Address2

Attention—Address1

Address—Address3

 

See Also

Refund & Forfeits Overview

Refund and Forfeits Grid

Refunds and Forfeits Tab

To Enter a Refund

To Enter a Forfeit

REFUND.APS File Layout

Effect of Global Policies

Effect of Property Policies

Create Letter Tab

Create ASCII File Tab

Transfer to eFinancials

Ledger Overview

 

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