<< Click to Display Table of Contents >> Navigation: CLASS THREE: Account, New Account and Unit Maintenance > New Account > Add New Account to Existing Unit |
A new owner or resident account can be added to an existing unit at any time. Adding a new owner or resident to a unit will inactivate any existing accounts for the unit selected.
The New Account application is accessed through APPLICATIONS | Account Maintenance group | New Account.
How to Add a New Account to an Existing Unit:
1. Select the Property.
2. Select the Unit address. The information displayed in the left pane is that of the current owner.
3. Click the New Account button. The fields that appear in the right pane will allow the user to enter the information of the new owner.
4. Once the new owner's information is entered, select the Post icon, , in the Quick Access Toolbar.
5. A verification window will appear. Click Yes to post the new resident's information. Clicking No or Cancel will not post any changes.
6. The new owner's information will then be displayed in the left pane as they are now the current owner.