Transfer Information Tab

This tab appears when you click Perform Regular Transfer or Perform Applicant Transfer on the Transfer Resident Task Tab, or when you click the Today's Transfers icon on the Today's Transfers snap-in. Use this tab to indicate which unit the resident is transferring to and to specify what information to transfer from the old unit to the new unit.

ClosedFields

NoteNote

An asterisk (*) indicates a required field. Details displayed at the top of this tab are for reference only and cannot be edited.

New Unit

Market Rent

This is a display-only field used to identify the market rent amount of the unit the resident is transferring to.

Type

This is a display-only field used to identify the type of unit the resident is transferring to. For example, 1B/1B indicates the unit is a one bedroom, one bath apartment. Information defaults from the Units Tab.

Sub-Type

This is a display-only field used to identify the sub-type of the unit the resident is transferring to. For example, Den indicates the unit includes a den. Information defaults from Unit Types setup.

Transfer To

Property No *

This field defaults to the ID of the property currently selected. Accept the default or select a different property ID from the drop-down list.

A selection list is only available if multiple properties exist. If not, the field displays the Property ID for the currently selected property.

Unit Status

The display-only field used to identify the status of the unit the resident is transferring to. For example, Normal, Employee, Model and so on. The description defaults from the Intent to Transfer Tab.

Bldg No *

System auto-populates the building number with data from the Intent to Transfer Tab. The building number associated with the unit number the resident is transferring to.

Apartment No *

System auto-populates the unit number with data from the Intent to Transfer Tab. The unit number the resident is transferring to.

Address

System auto-populates the unit address with data from the Intent to Transfer Tab. The address of the unit the resident is transferring to.

Transfer Information For

Balances

By default, this field is unchecked.  Accept the default or select the check box to transfer balances from the old unit to the new unit.

Security

By default, this field is unchecked. Accept the default or select the check box to transfer Security Billed, Security on Hand and date of first deposit from the old unit to new unit.

Memos

By default, this field is unchecked. Accept the default or select the check box to transfer memos from the old unit to the new unit.

Addresses

By default, this field is unchecked. Accept the default or select the check box to transfer the old unit address to the new unit history.

Renewals

By default, this field is unchecked. Accept the default or select the check box to transfer lease renewal information from the old unit to the new unit.

ePay

This check box controls whether or not ePay Setup information for each occupant is transferred from the old unit to the new unit. If it is checked the ePay Setup information is transferred, and if it is not checked the information is not transferred. The default for this check box matches the selection for ePay Setup on the Global Policy tab, Batch, Bulk, Transfer. If the check box is checked on the Batch, Bulk, Transfer tab, then the default is checked; if the check box is cleared, the default is cleared. Regardless, you can check or uncheck this option at time of transfer, which ultimately controls whether or not ePay information is transferred.

 

See Also

Leasing Activity Link

Transfer Activities Overview

Transfer Activities Procedures

Transfer Activity Tabs

 

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