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Move Out Send Deposit

This Bot reviews the Tenant Ledger and prepares check request and AP voucher for deposit refund.

Industry:

Real Estate

Function:

Property Management

Steps

  1. Navigate to Reports and select criteria for "Move Out Report".
  2. For each line, review the Tenant Ledger for any balance owed.
  3. Calculate Security Deposit less balance owed.
  4. For funds owed to Tenant, prepare Check Request and enter AP Voucher.
  5. For funds owed from Tenant, prepare and send Final Invoice. Update exceptions and results log.

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