How the Yardi documentation assistant works

How do I process a move-in?

Answered for Affordable Housing

According to the Affordable Housing Leasing Workflow User's Guide 7S r.2 (Posting HUD 50059 Move-Ins, and Posting LIHTC, HOME, Rural Development, or Local Program Move-Ins), the move-in steps depend on the household's program. Since you haven't confirmed Senior Living, the steps below cover Affordable Housing; the sources I have don't document Senior Living move-ins.

Executive summary

Post the move-in from the Move In tab of the Community Manager Dashboard, which changes the household's status from Future to Current. (Sources 1, 7, 9)

Prerequisites

For LIHTC, HOME, or Rural Development residents, you must have entered the dates that complete the certification before you can post the move-in. (Source 9)

Step-by-step guide

1. Action

   On the Community Manager Dashboard, select the property. (Source 7)

   Location

   Community Manager Dashboard (Source 7)

   Validation

   The dashboard shows the selected property.

2. Action

   In the Resident Activity section, click the number to the right of Move In. (Source 7)

   Location

   Community Manager Dashboard > Resident Activity (Source 7)

   Validation

   The Move In tab appears at the bottom of the screen, listing households ready for move-in.

3. Action

   On the household's row, click the Move In button. (Source 7)

   Location

   Move In tab (Source 7)

   Validation

   The Affordable Move In screen appears.

Two steps left out on this page

6. Action

   Click Quick Post Preview. (Source 7)

   Location

   Affordable Move In screen, Key Information section (Sources 4, 7)

   Validation

   The rent and HAP preposting report appears, showing move-in charges including prorated charges for the move-in month. You must display this report before you can complete the move-in. (Sources 4, 7)

Remaining steps left out on this page

Sources

1. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Affordable Housing Move-In Procedures Overview, p. 284
2. Affordable Housing Setup Guide 7S q — Processing Moving-Ins for Noncompliant LIHTC Residents, pp. 498–499
3. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Affordable Housing Move-In Overview, p. 283
4. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Move-In Screen Example for HUD 50059 Residents, pp. 286–288
5. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Program Residents, pp. 291–292
6. 2020 De-Branded Yardi Voyager User Manual (non-50059) (2) — Move-In Process (part 2), pp. 112–115
7. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Posting HUD 50059 Move-Ins, pp. 284–286
8. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Affordable Housing Move-In, p. 283
9. Affordable Housing Leasing Workflow User's Guide 7S r.2 — Posting LIHTC, HOME, Rural Development, or Local Program Move-Ins, pp. 289–290
10. 2020 De-Branded Yardi Voyager User Manual (non-50059) (2) — Move-In Process (part 1), pp. 109–111

Every answer ends with the manual sections and pages it used, numbered to match the citations in the text.