Overview
An Inactive Lease is also known as an Ended Lease. There are several cases where you might need to edit a lease that has already ended. Even though the lease is inactive, you might want to edit transactions, add transactions, or delete transactions. Maybe you realized that you recorded the wrong start or end date for the lease, and you need to fix this. You might even need to refund deposits or overpayments. Whatever the case, here is how you would edit transactions on an inactive lease.
The Steps
To edit an inactive lease (a lease that has ended), click Leasing > Leases on the main menu.
Then on the leases page, click the Filter button. Under the Lease Status section, deselect all the options and only select the Ended option. Then click Apply.
The leases page should now only show your leases that are inactive and have ended. Find and click on the ended lease that you want to edit.
On the inactive lease's Overview page, you will have several courses of action:
If you need to add or edit transactions, click on the Transactions tab. Here, you'll be able to Post Charges, Receive Payments, Issue Credits, or Give Refunds if needed. You can also edit or delete any of the transactions within.
If you need to withhold or refund deposits, you can do so on the Deposits tab. You can also add or edit Notes, Files, and even Tenants using their respective tabs.
If you need to edit the terms of the lease, click the Settings tab and then click the Lease Terms button. Change the Start date or End date as needed.
Your inactive lease now reflects the updated information.
Tip: If you don't have a tab for this, you can save the Ended Lease view as a custom view by using the Add View option from the leases page. For more information on how to do this, see Create a Custom View.