If you need to modify the current balances or correct past charges for a group of tenants, you can streamline this process by generating lease adjustments in bulk. Follow these steps to get started:
- Navigate to Tenants & Leases -> Batches -> Lease Adjustment Batches -> New Lease Adjustment Batch
- Fill in the relevant fields and then select "Save."
- The batch will be created in a "Draft" status.
- Move to the "Adjustments" tab, where you will find a list of leases eligible for adjustment based on your previously chosen criteria.
- To exclude specific leases from the lease adjustment batch, simply click on the checkbox next to them and choose "Delete Adjustments."
- Once you've reviewed and finalized the list, you're ready to submit the batch. Click on "Actions" and then select "Submit."
- The batch will transition to a "Pending" status, awaiting approval. To approve the batch, click on "Actions" and select "Approve."
- After approval, the batch will transition to an "Approved" status, and is ready to be posted. To post the batch, click on "Actions" and choose "Post."
- After successful posting of the Lease Adjustment batch, you can access the "Adjustments" tab. Click on a lease from the list, and you'll be able to view the submitted adjustment under the Adjustments tab of the selected lease.
These steps should help you efficiently manage lease adjustments for a group of tenants.