Intacct Real Estate
Intacct Real Estate
Breadcrumbs

Activating a Lease

  1. Navigate to the Real Estate Module

    1. Applications – Real Estate – Real Estate – Real Estate

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  1. Navigate to the Lease list screen

    1. Tasks – Manage Leases – Leases

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  1. Locate the Lease that needs to be activated

    1. Use one or more of the following filters:

      1. Lease Name

      2. Property Name

      3. Unit Name

      4. Tenant Name or ID

      5. Move in Date

      6. Status (Future)

  2. Click Activate

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  1. Complete the required fields:

    1. Actual Move in Date

    2. ii. First Full Charge Date

  2. Complete the optional fields:

    1. Vacancy Loss Date

    2. Occupancy Date

    3. Do not Generate Charges

      1. If this box is checked charges will not be created at the time of Lease activation. You will need to run Generate Scheduled Charges after completing Lease activation.

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  1. Preview Charges

    1. If the Do Not Generate Charges checkbox is unchecked, click Preview Charges to review the charges that will be generated at the time of Lease Activation.

  2. Click Activate

    1. The Lease is now activated and in a Current status.