Create a Closing Tenancy Statement after the Tenants have Moved Out

Step 1

Go to Tenancy Statement

Add Transaction then chose analysis code “Deposit Transfer to Rent Account if applicable
deposit transfer to rent account

Step 2 – Add deductions

Be sure to add a “Disbursement Charge (Income)” for your deduction.

tenant statement

Step 3 – Close tenancy

Do this by clicking More > Close Tenancy which will open up the window below.

tenant remittance

Be sure to select the bank account the tenant will be refunded from. If the deposit is refunded from the custodial scheme, you need to select your custodial deposit account.

Step 4 – Print Statement

Once remitted you can print a remittance statement. Go to tenancy>statement>remittance>print

 

Print will open a second tab with the statement. From here you can email or save to Arthur which can be viewed in Documents.

See below for video example:

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