Closing accounts

The process of closing an account depends on the account type.

For occupancy accounts, you follow the move out process to gather the necessary information from the customer. The moved out account is marked as finalized during the move out process.

See Moving out an account.

To close non-occupancy accounts, you mark them as finalized manually.

See Finalizing accounts.

After accounts are finalized, the Close Accounts Run task in the Batch Manager is used to close them.