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Panel
panelIconId1f5d3
panelIcon:calendar_spiral:
panelIconText🗓️
bgColor#FFEBE6

Available from version 12.186

Panel
panelIconId1f527
panelIcon:wrench:
panelIconText🔧
bgColor#EAE6FF

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

<Add intro/feature description/benefit here>Deposit notes can be added/viewed on a tenancy via the tenant refunds screen

Once added, deposit notes can also be viewed on the tenancy Activity Feed

This enhancement allows a deposit related audit trail to be logged which can be particularly useful for discussions relating to dilapidations

1. Add deposit note

From tenancy:

  • In Accounts panel, beside Deposit, click Manage

    Deposit note - manage link on tenancy.pngImage Added

  • In Refunds section, click Refund Deposit to display the tenant refunds screen

    Deposit note - refund deposit link.pngImage Added

  • The right-side of the screen will display any deposit notes already added, click Add

    Deposit note - tenant refund screen.pngImage Added

  • Enter note and click Accept to save and close

    Deposit note - new.pngImage Added
Tip

Deposit notes cannot be edited or deleted, therefore providing a reliable audit trail

2. Deposit notes in tenant refunds screen

From tenant refunds:

  • Deposit notes are displayed in the notes panel on the right

    Deposit note - added to tenancy screen.pngImage Added
Tip

Once saved, deposit notes are automatically stamped with the name of the person entering the note and the date/time it was created (double-click the note to see the time created)

3. Deposit notes in tenancy screen

From tenancy:

  • Deposit notes (created in the tenant refunds screen) are automatically displayed in the Activity Feed panel

    Deposit note - added to tenancy activity feed.pngImage Added
Tip

Hovering over a deposit note displays a tool tip to identify the note type as deposit note
(as opposed to a management note or diary entry)

Filter by label (Content by label)
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maxCheckboxfalse
sortmodified
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reversetrue
cqllabel = "$contentbylabeldeposits"
Note

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help

Excerpt
hiddentrue

Deposit notes can be added/viewed on a tenancy via the tenant refunds screen - once added, deposit notes can also be viewed on the tenancy Activity Feed