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This guide has been reviewed against our global client base and classed as relevant to all regions |
This article outlines the process for releasing a deposit/bond
1. Access Manage Deposit/Bond screen From the tenancy: |
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2. Tenant refunds screen A list of outstanding invoices and
any deposit/bond money available
for refund is displayed The left column allows items to
be selected which will be paid
from the deposit/bond
The To Pay box allows partial
repayment of outstanding
amounts
If a charge is raised for deposit/bond deductions then the amount payable is reduced on this screen, the charge will be raised for the original amount and the difference left unallocated
Click Post to create the transactions and a payment if there is a net amount payable to the tenant
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If the deposit/bond is held in an account separate to the client account, a transfer payment will be raised to move the money back to the client account This must be cleared as ‘money in’ to the client account before the tenant repayment (or any supplementary payments) will be marked as cleared and available to pay from the BACS/ABA and Cheque Run screen For more information, click here |
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3. Create a charge for damages If there are landlord deductions to be made for damages or other reasons, follow instruction below From Tenant Refunds: |
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For supplier dilapidations, the invoice first needs to be posted on to the tenant transactions |
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Outline of the process to be used for releasing a deposit/bond |
