To close a rent account

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The procedure to close a rent account is as follows:

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 1.
  2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
  3. Click on Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the specific agreement from which an account will be closed. The Agreement Details window is displayed.
  5. Click on Accounts. The Accounts tab is activated.
  6. Double-click on the specific account to be closed. The Account Details window is displayed.
  7. Click on Details. The Details tab is activated.
  8. Click on Close Account 3. The Close Account window is displayed.
  9. Enter the Close Date for the account using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the account is closed.
  10. Using the Close Reason drop-down field, select a parameter value to qualify the circumstances surrounding the closure of the account.
  11. Use the Close Note field to add any contextual data that is relevant to the account being closed.
  12. Click on Confirm. The account is updated with a status of Closed.
  13. Click on Save 4.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

3 It is not permitted to close the 'main' account; instead the associated agreement must be terminated.

4 The Updated by field is automatically populated with the end user account performing the closure and current system date.


See related topics...

Rents account action management overview

To add an account to a rent agreement

To suspend a rent account

To add a rent account to a watch list

To define the user profile

Using the search facility