Content 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)

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:

• Ensure the Register/Update Deposits tab is displayed (top left)

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

• Ensure the correct deposit registration entries are ticked

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

From top right of screen (shown above):

• Click Process

• Click Yes

  

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

  

When the deposit registration update is complete:

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

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

• Click OK to continue (or View Details to see more information)

3. Download updated certificate

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

  

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

• Follow instructions outlined in this section: Download deposit certificate

• When reaching step 5 to check that the updated certificate has downloaded to AgencyCloud Reapit - the updated certificate is shown in the Document Management screen along with the original registration certificate (and any other previously created certificates)