New Post
Deposit
If a user is transferred and the deposit of the new unit is higher, charge them. If the deposit of the new unit is lower, convert the balance into a prepayment.
Rent
If rental rate changes a result of a transfer, the pro-rated difference should be accounted for in the transfer of the unit. Any paid rent from the preivous unit should also be taken into account.
Charges
If there are discounts associated with the rental amount previously, adjust the discounts accordingly to the new rate.
Unit access
During the transfer process, there would be a period of x days (1~2 days) that the customer should continue to have access to both units in order to complete the physical move from unit A to unit B.
Any update on this one? its causing a lot of pain to our team when we do transfers and essentially renders the rest of the transfer process useless. Can we get these rate changes/refunds updated as a bug fix not a feature request?
@brad It is slated to be worked on not in the upcoming release but the release after that which we expect to rollout sometime in Q3. We understand the importance of this and have prioritized in accordingly. Thanks for the feedback
i think it is essential that when transfers occur, the system shall automatically pro-rate the customers balance for the current unit pay period and transfer it to the new units account. the manual calculations required with the current system is a problem for human error and mis management of the customer account
Bonjour , Il est primordial que lors d'un transfert tout se fasse automatiquement, surtout au niveau du calcul d'un avoir positif ou négatif. Il n'est pas normal qu'il faille le calculer manuellement(perte de temps et source d'erreur)
Additional request from an operator:
This will be a nice improvement, saving me some time @transfers. Any update on this one?
Hi @rob we're working on finishing some fantastic new features for our Q1 release. After that, we'll review active feedback posts for the next update. Stay subscribed to this post for notifications on this feature. Thanks
I have found that the system creates an updated contract - you can find it pressing the "move-in job" for the unit - and than on the 3 dots in the right top of the screen - but the new contract lacks a signature. So I guess, the client should resign the new contract somehow as part of this process. Perhaps that step can be included.
Hi @rob we have an active feature request post for something similar to this which you can follow here: https://roadmap.storeganise.com/feedback/96153/