This article looks at:
Closing a tenancy relates to tenancies that are:
This new flow can be used for:
Tenancy record>Close tenancy
This opens the closing tenancy screen where you will be able to add the deposit.
*Please note if 0.00 shows as a deposit and you have got a deposit see troubleshoot closing tenancy
At this point, you are able to split the amount amongst the tenants but in the case below, there is one tenant on the tenancy.
Add in the full amount of the deposit to be refunded and confirm.
Add any deductions.
Continue to add or save as a draft to return at a later date.
The next page will allow any action that has been built to go live.
Once completed the remittance will show on the tenancy statement.
This will move to the closing tenancy payment list.
You can use this feature to batch print deposit statements, send deposit return emails, print deposit CSV files, and mark deposits as paid.
Go to Financials > Closing Tenancy Payments and Payments List
From here, select the deposit remittance(s) that you would like to print. Then press Batch Print PDF. When prompted, select Tenant Remittance Statement as the Template Type.
You are now able to batch download ZIP files of selected remittances. View your batches by going to Reports > Batch Print Reports.
You are now able to send these to the tenants directly from Arthur. Simply select remittances, and then click ‘Share via Email‘.
Here you can select recipients and preview any PDFs.
You can now click Edit body of email. You will be able to create a generic email for all tenants, using variables as shown (right click to access variable fields).
Once complete, click ‘Share all payments to Payee’. This will send the personalised emails to the tenants, with the attached deposit remittance document.
Note: In order to use this feature it is important you have to input the correct bank details of your owners onto their Arthur contact. This can be done in Contacts > Property Owners > Bank Accounts
Once you have send all deposits to ex-tenants, you can now export a CSV for importing to your bank account.
You can mark your deposit returns as paid.
Building automation to accompany the closing tenancy could be an email to the tenants outlining the transactions to be returned. To build these go to preferences>automation>tenancy>closing tenancy
This article is linked to understanding automation.
Add action to a system trigger
Create an email that includes the variable Total Refundable. This is linked to adding actions to triggers
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