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From AgencyCloud main menu:

  • Click Reports

  • Click Custom Reports and select TDS Bulk Deposit Tool
    The TDS Deposit Management screen is displayed

Note

If details of a tenancy where a deposit needs registering are not shown in this screen, see previous section for more information on what needs to be completed in AgencyCloud in order for a tenancy to be available for deposit registration

Access tenancy details

To view the associated tenancy of any entry in this screen

  • Double-click to open the tenancy record

Or, to stay in the screen, the tenancy details can be previewed

  • Right-click over the required entry and select Preview tenancy

  • Tenancy details are displayed in a read-only screen

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Info

See sections below for information on using this screen to register & update deposits, plus how to check the status & download deposit certificates

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