| How do I transfer a deposit after amending a lease in Property Management? |
Resolution | Follow the steps below to transfer the deposit from the original lease:
- In Property Management, from the Tasks menu, select Manage Leases, Terminate Lease.
- Select the original lease amendment from the list and click Reconcile Account.
- On the Deposits tab, select the deposit that you want to transfer, and then click Transfer.
- Enter the Transaction Date and Accounting Date desired for the transfer, and then type the amounts you are transferring in the Interest Transferred and Deposit Transferred columns for the corresponding deposit type.
- Note: If you do not see a lease to transfer the deposit to after you click Transfer, the deposit type may not have been set up on the new lease revision. Cancel out of the Transfer Deposit and Reconcile Account windows, and then verify that the appropriate deposit type is set up for the new lease revision in Change Lease (Tasks, Manage Leases, Change Lease) on the Deposits tab. Refer to article 26865 "There are no other leases available to which this deposit can be transferred" for more information.
- Click OK, repeat these steps for additional deposits you want to transfer, then click OK and Close.
DocLink: Error: "There are no other leases available to which this deposit can be transferred." DocLink: Transfer deposits in Property Management
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