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”

Step 2 – Add deductions

Be sure to add a “Sundry Charge” 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.

See below for video example:

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below