1. Begin Move Out Process
The simplest way to perform a move out is through the Bird’s Eye View screen which can be reached from anywhere in the Syrasoft software from the Workcenter toolbar at the top of the screen. Start by left clicking the unit you would like to move a tenant out of.
2. Review Unpaid Accounts Receivables
The Move Out Wizard will launch and the first screen will allow the operator to examine any unpaid accounts receivables on the unit’s account. Select Next when complete.
3. Review Pending Charges
After all accounts receivables are accepted the operator will find themselves at the Pending Charges summary to review the final sum of credits, billings and the current balance. Clicking on Move Out
Confirm Move Out
Once confirmed the unit will be vacated and you will not be able to go step backwards beyond this point.
Resolve Outstanding Balance
Any outstanding balance will be presented here and the operator will find three different options for managing the remaining balance.
- Apply Payment
- Use this option to accept a payment immediately.
- Hold Balance on Account
- The operator may opt to hold the balance if there is a deposit pending. This gives managers the ability to move the tenant out but keep the account open while the status of the unit is checked to ensure the lease has been fulfilled in its entirety.
- Write Off Balance
- Writing off the balance is used when an account has gone delinquent and all steps regarding liens and auctions have been followed. You will be given the option to apply the proceeds of the auction to the outstanding balance on the account if you select Write Off.
Completing the Move Out
Selecting Apply Payment will take the user to the Payment Processing screen while Hold Balance On Account and Write off Balance will open the Flag and Documentation screen. The operator can now flag the account for future managers should the tenant still owe the facility a balance or choose to print out any records related to the tenant’s stay with the facility.