The Notice Date will autofill with today's date, but you can override that if the date is different than today

Enter the Expected Move Out Date if that date is known

From the drop-down list, select the Move Out Reason for the list of options. This is a required field, so an option will need to be selected before moving to the next screen

If the Unit Availability Date is known, you can enter it at this time

Lastly, switch the toggle option on or off if the lease agreement was violated. This will show on the Move Out letter

Click the green Next button at the bottom right
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Select a tenant from the dropdown list of tenants (s) on the lease for whom you wish to send the balance of the security deposit

Enter the forwarding address for the tenant

Enter the email address of the tenant

Enter the phone number of the tenant

Click the green Next button at the bottom right
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In the top section for Security Deposits, you will notice all of the deposits held for this lease. This includes management-held or owner-held deposits

In the Charges section, you will see any outstanding charges that show the GL, description, and amount, with the total of the Move Out charges at the bottom. If you need to add any additional move-out charges at this time, you can click the Add Charge button. You can add as many move-out charges that apply for this lease

In the Credits section, you will see any outstanding credits on the lease. Similar to the charges section, you can add any additional credits to the lease that may apply by clicking the Add Credit button

If you add additional charges and/or credits, you will see the numbers change in the Summary section on the right side

Click the green Next button at the bottom right
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The Date Posted section will default to today's date, but you can override this if necessary

Choose the Completed Lease Status that fits this lease by selecting it from the Completed Lease Status dropdown

The Move Out Date will also default to what was entered into the Expected Moved Out Date field in the first section of the process, but you can override this if necessary

Enter a Close Date for the lease

Enter a Close Description for the lease with any details that are applicable. This section will not show on the move-out statement

Enter any Tenant Remarks. This section will appear on the move-out statement
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Disable Portal Payments- Here, you can disable the portal payments for the whole lease so the tenant cannot log in and make extra payments.

Disable Portal Access- This will disable the entire portal for the tenant and no longer let them log in to their portal.
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If there is a refund due to the tenant, you will notice the Refund Information section at the bottom

The Bank Account will default to the system's default bank account, where security deposits are refunded

The next thing to do is choose the tenant's name you would like to refund to.

Enter a Memo for the check if you would like

Next, you can choose how you would like to refund the tenant by check, cash, eCheck, or NACHA.

If you choose eCheck or NACHA, you will need to enter the account number and routing number, or you can choose a saved payment method if the tenant has one added in their portal.

If you choose check, then you will need the Name on the Check will default to the tenant selected on the Tenants tab. You can override this if necessary

Enter a Check Number, or leave it blank if you'd like the system to use the next check number in order

The Check Address will default to the address entered on the Tenants tab. You can click the pencil icon to edit the address if necessary
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You can also split the deposit by clicking "Split" instead of "Single".

By doing this, you will be able to enter the same information, with the only difference being that you can now split the deposit between all tenants.

You can add as many tenants as you would like by clicking the "Add Split" button.

Make sure that the split total equals

The last step is to choose if you would like to create a pending bank transfer. The pending bank transfer is going to be based on your posting settings and assumes that the funds are being held in the escrow trust bank account from these posting settings. If this toggle is on, an automatic pending bank transfer will be created. If you need more information regarding these bank transfers, please view this article by clicking here.
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Once everything looks good, click on the green Submit button in the bottom right corner

A Confirm Move Out pop-up will appear. After reading through this section and clicking the toggle option to Approve on Submission, the refund to the tenant, click on the green Complete Move Out button
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You should now be back at the regular view of the financial lease, and you will notice two red sections towards the top letting you know that the Lease is closed and that the move-out has been completed

In the Move Out Information section, click on Print Move Out Statement. This will open a PDF in a different tab where you can see specifics about the move out, including dates of the lease, credits, charges, and the total refund
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You can download the move-out statement to PDF and/or print the statement as well

Once you are done, you can exit this screen
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To locate the payment that was created for the refund, click on Accounting on the left side

Then, click on Money Out

Select the Payments tab

If you are doing this step right after the steps above, the tenant refund payment should be towards the top of the list. If not, search the tenant's name in the search field in the Money Out section

When you locate the payment, click on it to open up the payment details
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In the Payment Details, if the payment has already been approved, click on the green Actions button on the right

Select Print Check from the options

A pop-up will appear with today's date in the date field. You can override this if necessary. Click the green Print Checks button
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The check will open in a new tab for you to download and mail out to the tenant