There a few options for moving tenants between units in the system, depending on how the move is being handled by the property manager. If the tenant has the exact same lease contract and is just moving into a different unit to continue their lease, you would only need to change the unit from their Lease Details tab. You can do this from either the Properties page or the Accounting page. Under Details, click on Lease Information to expand it.
From here you can edit this section by clicking the three dot menu on the right side, and choose Edit. Then you can change the field for Unit to move them to another unit.
If the tenant ends their previous lease and has to sign a new contract for the new unit, they should go through the proper move-out process for the old unit and then have a new lease created for the new unit. Each lease in Property Matrix represents one lease contract.
When switching the unit on the lease tab the only thing that changes are future transactions. We make sure that any future transactions generated through schedules are created with the information from the new unit.
We currently do not have an automated process of changing the information from existing transactions. That still needs to be done manually if necessary. This can be done by editing the Invoices for the tenant under their Transactions tab.