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1. Held by setting on tenancy record

Tip

The Held by setting must needs to be set as shown below

From tenancy:

  • Click Financial & Extensions tab

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

    • Us - stakeholder

    • Us - landlord’s agent

    • Deposit Protection Scheme

2. Deposit paid & cleared

Tip

The deposit must be invoiced, 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

Tip

Tenant & landlord contact details must be 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)

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