Combine / Split Multi-Unit Account (video)

Combine / Split Multi-Unit Account (video)



Combine Multi-Unit Account


First decide which account you want to keep "primary", and which you want to abandon "old".
Consider the stored autopay info and the details collected in user info.
  1. Pull up the old account and go to Lease > Settings
  2. Click on "Add Tenant To Lease"
  3. Click "Select Existing Tenant" in the pop-up
  4. Select the Primary account.
  5. Se the roll to "Primary" and set the "Share' to 100, then click save
  6. Click on the old account to highlight it, then Click "Edit Tenant On Lease"
    **It will be the one that is now listed as "Non-Primary"
  7. Click on "Delete" in the popup

The Unit / Lease has now been moved. You will want to exit out of the old account and open up the primary account to see both units.


Splitting Multi-Unit Account


Domico Cloud makes it very easy to move a rented unit to a different account while maintaining the ledger history.

 

  1. Pull up the account and go to Lease > Tenants

 

 

  1. Click Add Tenant to Lease…

 

 

  1. If the other account already exists, click Select Existing Tenant and search using the Edit Customer screen.
     
  2. If the other account does not exist, click Create Tenant.
     
  3. This will open a version of the New Tenant screen.
     
  4. Fill out as much info as you have (at least their name):
     

 

  1. Click Save to create the new tenant.
     
  2. This will add the new tenant to the Tenants list:
     

 

  1. Select the NEW tenant (Mike Lorelia in this example) and Edit Tenant On Lease…
     

 

  1. Change Role to Primary and Save.
     
  2. This will set the OLD tenant to "Non-Primary":
     

 

  1. Click the OLD tenant (Jonas Quinn) and Edit Tenant On Lease…
     

 

Click DELETE to remove the old tenant from the unit.




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