Creating Move-Out Utility Charges

Move-out utility charges are charges that you create when a resident moves out of a unit. Yardi Energy Solutions calculates move-out utility charges differently for each allocation method:

c	RUBS The charge amount for each utility is the per day average charge over the specified number of months, multiplied by the number of days from the beginning of the current service period to the move-out date.

c	Submetering The charge amount for each utility is the usage as of the service-to date, multiplied by the rate from the current or previous billing period.

c	Base Line Allowance The charge amount for each utility is the average reading of units in the same baseline group as of the service-to date, multiplied by the rate from the current or previous billing period.

You should perform procedures in the following order:

1	Create move-out utility charges.

You must create move-out utility charges before the end of the current billing period; if you do not, the resident will still be included in utility charge allocations and you may not be able to create move-out utility charges. Before you proceed, contact YES Energy Management technical support.

2	Generate move-out statements. For more information, see “Generating Move-Out Statements”.

3	Perform deposit accounting. For more information, see “Posting Deposit Accounting” in the Voyager Residential User's Guide.

To move out a resident and create move-out utility charges

1	From the top menu, select Residents > Find Resident. The Resident filter appears.

2	Complete the filter, as needed, and click Submit. The Resident screen appears.

3	On the Functions menu, click Notice. The Notice screen appears.

4	Complete the screen, as needed. For information about the fields on this screen, see “Notice Screen Reference” in the Voyager Residential User's Guide.

5	Click Save. The Resident screen appears. The resident's status changes to Notice.

6	If you want to move out the resident now, click Move Out on the Functions menu. The resident's status changes to Past.

On the Functions menu, click Utility Billing Move-Out Estimator. The Utility Billing Move-Out Estimator screen appears. Yardi Energy Solutions automatically calculates charge amounts based on the average usage for three months from the beginning of the current service period to the resident's move-out date.

7	If you want Yardi Energy Solutions to calculate new amounts, edit the screen, as needed:

# of Months Average	The number of months, from the beginning of the current service period, from which you want Yardi Energy Solutions to calculate the resident's average utility usage.
Service To	The last date in the move-out month for which you want Yardi Energy Solutions to calculate the move-out utility charge amounts. By default, this is the resident's move-out date.

8	Click Estimate. Yardi Energy Solutions calculates the new amounts.

If you estimate move-out utility charges after Yardi Energy Solutions calculated the regular monthly utility charges, you will receive an error message. Do not post the move-out charges at this time; it will require Yardi Energy Solutions to recalculate the regular charges. For more information, contact YES Energy Management technical support.

9	If you want to charge a different amount for a utility charge, type the amount in the Allocated Amount field in the row corresponding to that charge.

10	Click Post. Voyager posts the utility charges to the ledger.