Prior Account tab

Shows current resident attached to unit.

Billing tab

Shows any current account's billing records for the unit that can be moved to the new resident.  You can drag / drop a billing record from the Old Account to the New Account.

Lease Information tab

Shows the current lease information.

Transaction

Shows the current resident transactions, which can be voided from the account or moved to the new resident.  You can drag / drop a billing record from the Old Account to the New Account.
Note: If the unit is builder owned and no active account is linked to the unit, the transaction information shown will be from any recurring billing transactions posted for the unit.

Rcvd Document

Select a date to identify when the New Account paperwork was signed.

Occupied

Select a date when the occupant resided in the unit. This field is used by Delinquency Control to do the analysis to determine if the owner should be included in the late fee processing

P Acct #

Enter any prior account number that may be associated with the new account. This field is used when processing lockbox files. The Lockbox process will identify accounts using the VMS generated number first, then prior account number when posting payments.

Account contact records

Enter a minimum of one contact record, but more can be added in this area. The addresses entered are considered mailing (contact) addresses. Any information entered here will not affect the unit address.

Note: If the new contact address is the same as the unit address, click the Copy button, , in the toolbar and the unit address information will be automatically copied into the new contact record.