Dispo Processing & Revisions How to Complete a Move Out Disposition How to make a Move Out Disposition Revision You are required to complete a move out disposition with each move out that occurs in AIM. There are two ways to start this process 1. Select the Deposit Refund Option on the Resident Record Options Menu 2. Select the Resident from the Dispos that need Processing on the To Do List
Steps to process a move out disposition Update the address if applicable and click Update Name and Address Select the Note you would like to display on the Disposition * You can add a new note by selecting Add New Note Enter your new Note and click Update and Next Your Note will now be an available option in the Notes Drop Down Menu for all Move Out Dispositions going forward.
You can now add the move out charges on the summary below, or through the Charges Wizard - to add charges to the summary page * Select Charge * Select the Code you would like to bill * Enter a description * Add the amount * Click Submit The summary section shows the current Deposit Paid In, If there was ever a refund issued on this account, and how much has already been posted to the REF mnemonic. * Note: In the example shown before we added a charge, there is a $5.30 opening credit balance on this account. With $0 Deposit Paid In, the Summary shows that with no charges, the Refund Amount will be $5.30. Below is after we submit our $100 cleaning charge, and the Refund Amount has now changed to an Amount Due From Resident.
- To add charges using the Charges Wizard * Select the Charges Wizard in the Options Menu * Select the charges you would like to add to your Move Out Dispo and click Update Deductions and Next * Select the Replacement Charges you would like to add. You can Select as many as you would like don t forget to update the Quantity. Then Click Update Replacements and Next * You will then be brought back to the Summary Screen with your new charges added.
Once all the charges have been added you can Now Print Disposition and Next The Move Out Disposition will generate in a new window, Export to PDF, and you can either Print or Save it. Once you ve Printed or Saved, you can close that window.
Once you ve closed the Print Dispo window, you will be at the Possible Work Orders Screen. You can generate work orders for the items listed by selecting Create Work Order and Next, or skip this step by selecting Don t Create Work Order and Next If you choose to generate work orders for the items listed, it will automatically generate them, and pop up for you to print. The next screen is a summary of what is going to happen when you Approve the Dispo. Check these amounts to make sure they are correct before approving the Dispo. Clicking I Approve these Amounts will make the auto adjustments to ledgers to create the Charges and/or Refunds due. And you are done! *If submitting a Disposition to Accounting for a Refund, make sure to include the Deposit Ledger, and the Move Out Disposition.
Removing a charge from a dispo If you Over Charged a resident and need to remove a charge from the Dispo Go to Residents > Deposit Refund > Select the Resident *You are now on the dispo summary page There are two ways to remove a charge from Dispo 1. Select the Delete option next to the charge In the below example - You can only delete items from a dispo if the charge was not posted to the ledger. If the delete option is not available, you will need to use Option #2 2. Post a negative charge for the amount you want to reverse to the same charge code. If I needed to reverse the Key Fob Charge, I can do so by hitting the Delete option next to the charge. If I need to reverse the Damage Charge, I will do so by creating a Charge for Damages, enter a description, enter a Negative Amount, and click Submit. Once you have verified everything listed is correct, select Print Disposition and Next Save/Print your new Dispo Verify if Work Orders need to be submitted Approve All Amounts *If your revision requires a Refund change 1. If there was originally a refund, and you have now removed it, make sure Accounting has NOT already cut a refund check! 2. If submitting for an additional refund, let your Accountant know if partial has already been refunded.
Adding a Charge to a Dispo If you Under Charged a resident and need to add a charge from the Dispo Go to Residents > Deposit Refund > Select the Resident *You are now on the dispo summary page Under the Summary of Charges > Select Charge > Select your Description > Add the Amount > Click Submit Once you have verified everything listed is correct, select Print Disposition and Next Save/Print your new Dispo Verify if Work Orders need to be submitted Approve All Amounts *If your revision requires a Refund change 1. If there was originally a refund, and you have now removed it, make sure Accounting has NOT already cut a refund check! 2. If submitting for an additional refund, let your Accountant know if partial has already been refunded.