Dormant Accounts Guide

In this guide we will go through the Dormant and Suspence accounts on the Accounting Dashboard.

You can see all your dormant accounts from the Accounts Dashboard on the left-hand side of the navigational panel in Rezi PM. Once on there you will see a list of all of your accounts. The middle section will be your accounts specifically. You will see the option for Dormant Accounts with the number of people that are Dormant.

In order to make an account dormant on the system you must first go to the person you wish to make dormant. If you go into a Landlord by clicking the landlord section on the navigational panel on the left of the screen. You will see a list of landlords.

In this list you can filter or search for the person you're looking for. Once found, click on the landlord to be taken into the account. On the top right-hand side of the screen you see a little icon for Active in green.

By clicking this icon/status an option will appear to 'Make the account Dormant'. If you click this the status will change. It'll be greyed out and have the words Dormant on it.

Once this is complete you can return back to the Accounts Dashboard to see the Dormant section has more information in it. It'll have this person that you have made dormant in this list. A total of all accounts will be available from this info tile. 

Click either the number or the amount to be taken into the list of dormant accounts.

To reverse this or to make the account active again you can follow the above steps and click the Dormant Status to switch back to active.

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