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Leases → Offboarding → /v2/offboarding Offboarding is the exit half of a tenancy. A lease ends, and before the unit can be re-let someone has to walk it, settle what is owed, decide what comes out of the deposit, and get the whole thing signed off. Doing that in a fixed order — and refusing to close the record until each step is genuinely done — is what stops a unit being re-let while money is still outstanding.
This workflow runs on sample data. The screens, statuses and finalize rules below are real and final, but nothing you enter is saved to a live record and no invoice, deposit or lease is changed. Use it to review the flow, not to close an actual tenancy.

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The stages

An offboarding record moves through one path. Each status is set by completing the stage before it, not by picking it from a list. Two exits sit outside that path: Rejected, when a checker sends it back, and Cancelled, when the tenancy does not end after all.

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Starting an offboarding

  1. Open Offboarding → New.
  2. Pick the lease that is ending. The unit, tenant and branch come from the lease.
  3. Set the target offboarding date — the day you expect the tenant out.
The record is created as a draft. Nothing is locked yet, so a record started against the wrong lease can be cancelled without consequence.

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Working the record

Each open record has its own tabs.
1

Inspection

Work the checklist item by item and record damages as a single amount. An inspection can be waived where a walkthrough is not warranted — that counts as done, and it is recorded as a waiver rather than a silent skip.
2

Financials

Computes what the tenancy owes: total invoiced, total paid, the balance, and how the deposit resolves — held, applied against damages and arrears, and what is left to refund. Run it at least once; it reads live figures, so run it again after anything changes.
3

Documents

Exit paperwork generated off the record. Each document is pending until it is ready.
4

Approval

Maker–checker sign-off. Whoever worked the record cannot approve it.
5

Activity

Every state change, in order, with who did it. This is the audit trail for the exit.

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What blocks finalize

Finalize is the last step and it is guarded. The record refuses to close while any of these is true, and it tells you which one:
  • The inspection is required and has not been completed or waived.
  • Financials have never been computed.
  • Open invoices remain against the lease.
  • The deposit refund computes to a negative number — damages or allocations need adjusting.
  • A tenant balance is still outstanding.
  • Approval is required and has not been granted.
  • The workflow has not reached approved (or financials cleared, where approval is not required).
A negative deposit refund means you are deducting more than you hold. That is a data problem rather than a debt: fix the damages figure or the allocations behind it, not the refund.
Once finalized, the record is closed and read-only. Reopening is not a supported action — raise an adjustment against the lease instead.

Managing leases

The tenancy this record closes out.

Security deposits

How the held balance, deductions and refunds are calculated.

Invoices and payments

Clearing the open invoices that block finalize.

Approvals

How maker–checker sign-off works across the app.