Owner & Managers

Resident Security Deposit Disbursement

From the Tree View:

Select a resident from the Resident Drop-down (these are all residents that have a Pending Status); once selected, the Security Deposit amount & the Refund Date will appear.
Enter the resident’s new mailing address; if a new address has not been provided, enter the existing property address
Select the Reason for Moving from the Drop-down list
Enter in Notes if you wish for a notation to appear onto the breakdown
Click SAVE
Under the Transfer Resident Charges from Job Estimate section, Select the Job Estimate from the drop-down menu
Then click TRANSFER
Review each item that has been transferred to confirm that you wish the charges to remain and/or you may edit any item if need (If any item is edited, click UPDATE for the edited items to be saved)
ADD any Individual Line Items that the resident may owe; such as rent, late fees, etc. (Select a title, write a description, give it a cost amount, then click ADD)
Once completed, check-mark the box at the top Save to Resident File Cabinet
Then click PRINT PREVIEW for a hard copy