Content Comparison

1. Select certificate(s) to download

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 with the TDS Process status of Download Certificate

• Tick the boxes to the left of the deposits where you wish to download the certificate to the tenant deposit screen

2. Process selected deposit certificate(s)

From top right of screen (shown above):

• Click Check Status

• Click Yes

  

3. Email options (where configured)

An option to email the deposit certificate to all landlords and/or tenants is offered
If your system does not offer the option(s) shown in this section, this can be configured by Reapit Support

• Click Yes to generate the relevant emails

  

4. Certificate download complete

When the deposit certificate download is complete:

• A status message is shown bottom left of the screen as each certificate is downloaded

• Successful downloads are shown with a green tick to the left

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

5. Deposit certificate in tenancy deposit screen

From tenancy, Accounts panel:

• Beside Deposit, click Manage

In Deposit Protection panel:

• The Provider, Registered Date & Registration No. are automatically completed

• Click Store certificate

  Image RemovedImage Added

• The downloaded certificate is available in the Document Management screen
  When a certificate is marked as Private, it will be prevented from upload to a Reapit tracker or MyAgency app that a landlord/tenant can access

  

• Double-click the certificate to view it
  Can also right-click the certificate for an option to Rename the PDF file

  

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)

  

1. Finish tenancy & refund deposit on tenancy

From tenancy:

• Tenancy Status should be Tenancy Finished

• Tenant Deposit Held should show as £0.00

Image Removed

Image Added

2. Select deposit(s) to deregister

From the TDS Deposit Management screen:

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

• Tick the boxes to the left of the relevant tenant deposits to be deregistered

3. Process selected deposits to be deregistered

From top right of screen (shown above):

• Click Check Status

• Click Yes

  

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

  

When the deposit deregistration is complete:

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

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

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

• In the Tenancy Deposit Details screen, the Deregistered date is logged
  From version 12.203+

  Image Added