Page Comparison

From AgencyCloud main menu:

• Click Reports

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

Preview Access tenancy details

Basic details of the associated tenancy can be accessed from this screenTo 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

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• Tenancy details are displayed in another (a read-only ) screen

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1. Select deposit(s) to register

From the TDS Deposit Management screen:

• Tick the boxes to the left of the relevant tenancies

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2. Process selected deposit(s) for the bulk deposit registration run

From top right of screen (shown above):

• Click Process

• Click Yes

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• The deposit registration run is processed and confirmed when complete

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• Click View Details to see the date, time and processing time taken

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3. Registration complete

When the deposit registration is complete:

• A status message is shown bottom left of the screen as each registration is completed

• A prompt is displayed, click OK to clear (or View Details to see more information, as shown above)

• The entry is shown with a green tick to the left

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After processing the deposit registration (as outlined in the section above), if it fails:

• A red exclamation mark icon is displayed to the left of the entry

• Hover over the icon to see what action needs to be taken

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1. Select certificate(s) to download

From the TDS Deposit Management screen:

• Click Check Status / Download Deposit Certificates tab (top left)

• Any tenancy deposits whose certificates have already been sent via the Register/Update Deposits tab (but not downloaded) are displayed

• Tick the boxes to the left of the deposits where you wish to download the certificate to AgencyCloud

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2. Process selected deposit certificate(s)

From top right of screen (shown above):

• Click Check Status

• Click Yes

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3. Email options (where configured)

Where configured, the option to email the deposit certificate to all landlords and/or tenants is offered
If your system does not offer the above option(s) - if you are a key contact, click here to contact Reapit Support who can set this up

• Click Yes to generate the relevant emails

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• The emails will be automatically sent to the relevant parties

4. Certificate download complete

When the deposit certificate download is complete:

• A status message is shown bottom left of the screen as each certificate is downloaded

• A prompt is displayed, click OK to clear (or View Details to see more information, as shown above)

• The entry is shown with a green tick to the left

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5. Deposit certificate in tenancy deposit screen

From tenancy, Accounts panel:

• Beside Deposit, click Manage

In Deposit Protection panel:

• The Provider, Registered Date & Registration No. are automatically completed

• Click Store certificate

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• The downloaded certificate is available in the Document Management screen
  When a certificate is marked as Private, it will be prevented from upload to a Reapit tracker or MyAgency app that a landlord/tenant can access

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• Double-click the certificate to view it
  Can also right-click the certificate for an option to Rename the PDF file

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1. Dealing with updates

When tenancy start/end dates have been updated and/or the deposit amount has changed, these are picked up by the TDS deposit management tool

From the TDS Deposit Management screen:

• The deposit registration is shown with the TDS Process status of Update

• Ensure the correct deposit registration entries are ticked

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2. Process selected deposit(s) for the bulk deposit registration run

From top right of screen (shown above):

• Click Process

• Click Yes

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• The deposit registration run is processed and confirmed when complete, as seen when initially registering the deposit

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3. Download updated certificate to AgencyCloud

The same process is used as when originally downloading the certificate, therefore:

• Follow instructions outlined here: Download deposit certificate

• When reaching step 5 to check that the updated certificate has downloaded to AgencyCloud:

  • The updated certificate is shown in the Document Management screen, along with the original certificate (and any other previously certificates)
    ADD SCREENSHOT SHOWING 2 CERTS