Versions Compared

Old Version 12

changes.mady.by.user Kirsty Halkett

Saved on

compared with

New Version 13

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page explains how to transfer a deposit or bond from an existing to a new tenancy.

Info

This guide has been reviewed against our global client base and classed as relevant to the following regions: UK, APAC

This page explains how to transfer a deposit/bond from an existing to a new tenancy


1. Access the transfer deposit option

From the tenancy screen:

  • Click Manage Deposit

  • Right-click Refund Deposit and select Transfer deposit to another tenancy

2. Enter the amount to transfer

From the available deposit:

  • Enter the amount to transfer and click Accept

  • Search for and select the tenancy the deposit is to be transferred to 

  • Click Yes to confirm the deposit transfer

3. Review the deposit screen for both tenancies

The tenancy the deposit was transferred from with now show as the deposit refunded


The deposit funds will now be available on the tenancy it was transferred to for allocation to a deposit invoice


Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ( "clientaccts" , "trustaccts" ) and type = "page" and space = "RW"
labelsclientaccts

Page Properties
hiddentrue


Related issues