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Create a closing tenancy statement after the tenants have moved out

Step 1

This is about transfering the deposit from teh deposit account to the rent statement

Go to Tenancy Statement

Add Transaction then chose analysis code “Deposit Transfer to Rent Account” This will move the deposit on to teh tenancy statement

Step 2 – Add deductions

Be sure to add your deductions. use “Sundry Charge”,” disbursement” or create your own “analysis codes” for your deduction.

Step 3 – Close tenancy

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

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


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


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