Page Comparison

1. Held by setting on tenancy record

From tenancy:

• Click Financial & Extensions tab

• Held by needs be set to any of the following:

  • Us - stakeholder

  • Us - landlord’s agent

  • Held by must be set to Deposit Protection Scheme

2. Deposit paid & cleared

From tenancy, Accounts panel:

• Beside Deposit, click Manage

From tenancy deposit details:

• Deposit Paid should be fully paid and marked as (Cleared)

• Deposit Protection scheme selected must be named TDS

3. Ensure tenant contact details are correct

When the tenant & landlord contact details are passed to the deposit management tool, the following information is checked for validity

• Postcodes

• Email addresses

• Phone numbers (should be 11 digits)