How do I change my lease status for archiving?
Description
Cause
Resolution

The resolution of this issue may require a key change. If additional information appears below, review that information before you contact Customer Support.

If a key change is required, refer to the key change form attached below. This form does not apply to file fixes.

If you plan to move leases to archive, provide the information below in addition to completing the key change form.

If you plan to move properties to another folder, only complete the above key change form.

Archive Leases will require leases to have a status of Historical or Cancelled. Therefore you will need to reconcile each lease prior to moving the data to history. Timberline's PSG can help you with this request. Please provide a mapping table for the following records.

  1. GL Prefixes (or accounts)
  2. CM Banks
  3. PM Properties
  4. PM Tenant ID's
  5. PM Leases / Lease Revisions

A simple Excel file with two columns, column A should have the record ID and column B should indicate whether the record should be kept or deleted.

Attachment: 213_20230425115130_Key Change Form PSG.doc
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