Versions Compared

Key

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

...

Info

This guide has been reviewed against our global client base and classed as relevant to all regions

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:

  • In the Accounts panel, beside the Deposit field, click Manage

  • In the Refunds panel, right-click Refund Deposit and select Transfer deposit to another tenancy

Image Added

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

...

Image Removed

Image Removed

Image Removed

Image Removed

...

Image AddedImage AddedImage Added

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

...

Image Removed

Image Removed

...

Image AddedImage Added

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel = "

...

deposits" and type = "page" and space = "RW"
labelsclientaccts

...

Excerpt
hiddentrue

...

How to transfer a deposit/bond from an existing to a new tenancy