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The TDS Deposit Management functionality within AgencyCloud in Reapit provides the following:
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This integration is only applicable when using the TDS Insured Scheme |
This guide covers:
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TDS provides both insurance-backed & custodial tenancy deposit protection, with free, impartial dispute resolution for when disagreements arise over how the money is divided
Make a deposit ready for registration with TDS via
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Reapit
For tenancy details to be automatically added to the TDS deposit management tool, the following conditions must be followed to register a deposit in AgencyCloudapplied to the Reapit tenancy record
1. Held by setting on tenancy record
From tenancy:
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2. Deposit paid & cleared
From tenancy, Accounts panel:
From tenancy deposit details:
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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 |
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When all the above conditions are met, then the deposit will be available to be registered, as outlined in the next section |
Access TDS deposit management
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tool
From |
Reapit main menu (on left):
Access tenancy details To view the associated tenancy of any entry in this screen
Or |
, the tenancy details can be previewed from the same screen
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See sections below for information on using this screen to register & update deposits, plus how to check the status & download deposit certificates |
Register a deposit
Register a deposit
When a tenancy deposit meets the conditions outlined in the section above titledMake a deposit ready for registration with TDS via Reapit, it will be automatically displayed in the TDS Deposit Management screen
1. Select deposit(s) to register From the TDS Deposit Management screen:
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2. Process selected deposit(s) |
From top right of screen (shown above):
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3. Registration complete The deposit registration run is processed and confirmed when complete |
Click View Details to see the date, time and processing time taken
3. Registration complete
When the deposit registration is complete:
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The entry is shown with a green tick to the left
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Registration failure flag/reasons
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After processing the deposit registration (as outlined in the section above), if it fails:
A red exclamation mark icon is displayed to the left of the entry
Hover over the icon to see what action needs to be taken
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Download deposit certificate
The steps in this section allow you show how to generate the deposit certificate to & download to AgencyCloudthe Reapit tenant deposit screen
Where configured, this process can also email the certificate to the tenant tenants and/or landlordlandlords
1. Select certificate(s) to download From the TDS Deposit Management screen:
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2. Process selected deposit certificate(s) From top right of screen (shown above):
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3. Email options (where configured) |
An option to email the deposit certificate to all landlords and/or tenants is offered |
option(s) |
shown in this section, this can be configured by Reapit Support
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4. Certificate download complete When the deposit certificate download is complete:
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5. Deposit certificate in tenancy deposit screen From tenancy, Accounts panel:
In Deposit Protection panel:
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Amend a registered deposit
When a deposit has been registered, it is possible to change the date and the deposit amount if the tenancy start/end dates and/or deposit amount is changed - these updates are automatically detected by the TDS deposit management tool
(no other details can be changed without deregistering and reregistering the deposit)Any other changes will require the deposit to be deregistered & reregistered - for more information, see later section titled Deregister deposit registration when tenancy ends
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:
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2. Process selected deposit(s) for the bulk deposit registration run From top right of screen (shown above):
When the deposit |
registration update is complete:
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3. Download updated certificate |
From the TDS Deposit Management screen:
The same process is used as when originally downloading the certificate, therefore:
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Deregister deposit registration when tenancy ends
When a tenancy ends and the deposit refunded, the tenant deposit can be deregistered
1. Finish tenancy & refund deposit on tenancy From tenancy:
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2. Select deposit(s) to deregister From the TDS Deposit Management screen:
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3. Process selected deposits to be deregistered From top right of screen (shown above):
When the deposit deregistration is complete:
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Registration failure flag/reasons
After processing deposits via the deposit management tool, if the process fails:
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This guide outlines how to use the TDS deposit management tool within Reapit |
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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 |