COMPLETE ALL DAILY ACTIVITIES
MONTH END CLOSE WORKFLOW | JOB AID
MONTH END CLOSE WORKFLOW | JOB AID
This job aid provides instructions for CMs/ACMs on how to review the Daily Activity report and complete all activities prior to month end close.
From your Voyager Homepage dashboard, select Daily Activity.
This will show all daily activities that are due or overdue for this month.
Review the following tabs and complete any tasks that remain undone for the month:
Resident Exceptions: Verify there are no overdue move-in or deposit accounting transactions which need to be completed prior to month end. Complete any overdue move-ins, move-outs, and deposit accounting.
On Notice: Post any move-outs that have taken place, or change the move-out dates of any residents who are no longer moving out on their original dates.
Move-in: Post any move-ins for the month, or change the move-in dates of any residents who are no longer moving in on their original dates.
Deposit Accounting: Complete/Post any remaining move-in or deposit accounting transactions that you have sufficient information (i.e. charges from vendors) in order to close.
Lease Expirations: Schedule renewals for residents whose leases expire within the next month, or convert their leases to month-to-month (we're checking for anyone who doesn't have an active lease currently).
Enter any remaining transactions for the month, such as Charges, Late Fees, Payments, Non Compliance Fees, etc.