> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nyumbazetu.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Lease offboarding

> Close out a tenancy in a controlled order — inspection, financial review, approval, then finalize.

**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.

<Warning>
  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.
</Warning>

## 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.

| Status             | What it means                                |
| ------------------ | -------------------------------------------- |
| Draft              | Created, lease not yet bound                 |
| Initiated          | Lease and target date set                    |
| Inspection pending | Waiting on the unit walkthrough              |
| Inspection done    | Checklist and damages recorded               |
| Financial review   | Balances and deposit being computed          |
| Financials cleared | Nothing outstanding, or adjustments recorded |
| Approval pending   | With the checker                             |
| Approved           | Signed off, ready to close                   |
| Finalized          | Closed — the record is now read-only         |

Two exits sit outside that path: **Rejected**, when a checker sends it back, and
**Cancelled**, when the tenancy does not end after all.

## 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.

## Working the record

Each open record has its own tabs.

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Documents">
    Exit paperwork generated off the record. Each document is pending until it is ready.
  </Step>

  <Step title="Approval">
    Maker–checker sign-off. Whoever worked the record cannot approve it.
  </Step>

  <Step title="Activity">
    Every state change, in order, with who did it. This is the audit trail for the exit.
  </Step>
</Steps>

## 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).

<Info>
  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.
</Info>

Once finalized, the record is closed and read-only. Reopening is not a supported action —
raise an adjustment against the lease instead.

## Related

<Columns cols={2}>
  <Card title="Managing leases" href="/guides/managing-leases">
    The tenancy this record closes out.
  </Card>

  <Card title="Security deposits" href="/guides/security-deposits">
    How the held balance, deductions and refunds are calculated.
  </Card>

  <Card title="Invoices and payments" href="/guides/invoices-and-payments">
    Clearing the open invoices that block finalize.
  </Card>

  <Card title="Approvals" href="/guides/approvals">
    How maker–checker sign-off works across the app.
  </Card>
</Columns>