Lease Change/Redo Lease Change

This task is used to modify lease information for non-conventional households when the lease expiration does not coincide with their next recertification date.

No information other than the lease can be changed on the Lease Change certification that is created from this task.  These other changes would be done at their next recertification date.

How do you get here?

Occupancy and Compliance Detail Leases Tab Tasks Lease Change

or

Occupancy and Compliance Detail Leases Tab Tasks Redo Lease Change

or

Household Detail General Tab Tasks Lease Change

Prerequisites to complete task correctly.

• None

To Create the Lease Change:

1. Accept or change the effective date for the Lease Change (LC) transaction.  This the effective (start) date of the lease.

2. Click Next.

3. If you have at least one charge type defined at System Administration > Accounting Setup - Charge Type Setup using the Insert Charge Type or Maintain Charge Type tasks to "Display on Move-in/Renewal", then you can maintain or remove existing Recurring Charges and Add new ones.

4. Click the Add link to add the necessary Recurring Charges for this household.  Select the type for the recurring charge and the Payment Amount.  Click Add again to add more recurring charges.  For existing recurring charges, you can select the Remove checkbox to remove them.

   • Only charge types that have the "Display on Move-In/Renewal" parameter selected at System Administration > Accounting Setup - Charge Type Setup using the Insert Charge Type and Maintain Charge Type tasks or customized at Accounting Detail > Account Maintenance using the Customize Charge Type and Maintain Customized Charge Type tasks will be included in the List of Types to be selected from.

   • When this task has been finished, recurring charges/scheduled items will be created on the Household’s Household Detail > Accounting > Receivables tab effective as of the same date as the certification you are working.  Changing the amount of an existing Recurring Charge will mature the existing Scheduled Item and replace it with a new Scheduled Item as of the effective date of the certification.  Removing a Recurring Charge will mature the existing Scheduled Item as of the day before the effective date of the certification.  All balance schedules created through this Recurring Charge step will have not maturity date and will be set with a frequency of Monthly.

   •  Any scheduled items created in these tasks can be maintained directly using the Maintain Selected Scheduled Receivable task on the Household Detail > Accounting > Receivables tab.

5. Click Next.

6. Create Lease - review the old lease and select the parameters of the new lease.

   • 6-Month Lease - the end date will be set to 6 months following the effective date of the lease set on the first step of the task.

   • 1-Year Lease - the end date will be set to 12 months following the effective date of the lease set on the first step of the task.

   • 2-Year Lease - the end date will be set to 24 months following the effective date of the lease set on the first step of the task.

   • Other - Set/select the end date of the lease term to what ever is needed.

   • Month to Month

   • No Lease

7. Click Next

8. An Overall Status window will pop up with a Passed or Failed message.

   • If you are unable to identify and correct the reason or reasons for failure, copy the failed message into an email and contact Bostonpost Client Support at myMRI or contact a Client Support Analyst directly at (877) 579-8896 for assistance.

9. If the Overall Status passed, click Close.

10. Select the available forms you want to print by clicking the box next to the document name.

    • You can also use the Select All and Deselect All links to help in making your selections.

    • Documents included in the "Lease Review: Review Lease" Document Group (System Administration > Maintain Documents - Maintain Document Groups) will be included in the list of available documents.

1. Specify the number of copies you want for each document.

   • You can preview many of the documents in Microsoft Word, make changes, and print them within Microsoft Word by clicking the preview icon.

2. Enter Additional Information as needed by any of the selected documents.  I.e. - Send Date and Return Date.

3. Click Finished to print the documents you selected.

4. A pop-up will appear stating "You have successfully certified this household."  Click OK.