| How do I delete a historical lease in Property Management? |
Resolution | [BCB:1:Backup warning:ECB] Warning: You can use this option if the lease has not been amended. If you delete a lease that has been amended, you may need a file fix to correct it. The exception to this is if you're following the steps in How do I remove or delete properties from Property Management? to remove the entire property. Follow the steps below to determine whether a lease has been amended: - In Property Management, from the Tasks menu, select Manage Leases, Change Lease.
- In the Lease list, select the appropriate lease ID with the number 0 in parentheses after the lease ID.
- Click the Lease History button to view if there have been any lease amendments.
Note: The steps to delete a lease from your database depend on the status of the lease. To determine the lease status, from the Tasks menu select Manage Leases, Change Lease, General tab, Dates/Status tab. Verify the status in the Lease status box. - Use File Tools (Tools, File Tools) to make a backup of your company folder. See How do I use File Tools to back up data files? for more information.
- Review the Detailed Aged Receivable report (Reports, Collections, Detailed Aged Receivable) to verify that the lease balance is zero and that no open items exist.
- Run Clear Paid Items for the leases you want to delete. See How do I run Clear Paid Items in Property Management? for more information.
- Delete the lease with a Historical status:
- From the Tasks menu, select Manage Leases, Change Lease.
- Select the historical lease. On the General tab, Dates/Status tab, in the Lease status box, verify that the status is Historical.
- Click the X button to delete the lease.
- The following message appears: "Open items may exist for this lease. Review the Detailed Aged Receivable Report (Reports, Collections, Detailed Aged Receivable) before deleting a lease to verify no open items exist for the lease." If you reconciled the lease to a 0.00 balance, click OK.
- When the message "Delete this lease?" appears, click Yes.
[BCB:156:Chat 300 CRE US:ECB]
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