Deposits involve 5 parts
When adding a tenancy information will be requested on page 2 of the add tenancy screen. This information will include:
This is the amount displayed in the contract and not who pays it. This information will be displayed on the tenancy index page and within the tenancy and will be seen by the tenant on their app
This is linked to
When adding a tenancy a transaction will be requested on page 4 of the add tenancy screen (Move-in transactions).
If a deposit is split then edit the amount in the first line and create an additional transaction line via add transaction and use transaction type “Registered deposit charge”
Handling deposits for custodial, Xero, and Quick book can be found in Financials for deposits
The deposit/s will be added to the tenancy deposit statement and NOT the tenancy rent statement. Once tenants have paid the deposit the registered deposit receipt will be put on to this statement
Deposits can be added retrospectively from with the deposit statement via add transaction using transaction type “Registered deposit charge”
To view all deposits listed please see understanding the deposit list screen
There is also a report to run to show information on this screen
This is linked to the article How to return the deposit and close off a tenancy statement after the tenancy has ended
*Please note that when closing a tenancy and returning the deposit the amount pulled into this process comes from page 2 of the add tenancy screen
This is covered in this article
Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below