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The TDS Deposit Management functionality within AgencyCloud in Reapit provides the following:

Once a deposit is cleared in AgencyCloudReapit, details of tenancies marked as being part of the Deposit Protection Scheme are automatically transferred to the deposit management tool
The tool allows deposits to be registered with the TDS
When registered successfully, the deposit certificate is generated and downloaded to AgencyCloud - the Reapit - where configured, an option to emailed email certificates to landlords/tenants is also available, where configured
Updates in AgencyCloud Reapit to tenancy start/end dates and/or deposit amount for tenancies with a registered deposit are automatically flagged in the deposit management tool, allowing new certificates to be regenerated and uploaded to AgencyCloudReapit
When a tenancy ends and the deposit returned, this is automatically flagged in the deposit management tool, allowing the deposit registration to be deregistered

Note
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 apply be applied to the Reapit tenancy record in AgencyCloud

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

should

needs be set to any of the following:
- Us - stakeholder
- Us - landlord’s agent
- Deposit Protection Scheme

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2. Deposit paid & cleared

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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

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3. Ensure tenant contact details are correct

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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

Postcode

Postcodes
Email addresses
Phone numbers (should be 11 digits)

Tip
When all the above conditions are met, then the deposit will be available to be registered, as outlined in the next section When contact details are not correct, the deposit will be available to be registered, but it will error when processing, therefore it is advisable to ensure they are correct during data entryfirst

Access TDS deposit management tool

From

AgencyCloud

Reapit main menu (on left):

Click Reports
Click Custom Reports and select TDS Bulk Deposit Tool
The TDS Deposit Management screen is displayed

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Note
If details of a tenancy where a deposit needs registering are not shown in this screen, see previous section for more information on what needs to be completed in

AgencyCloud

Reapit in order for a tenancy to be available for deposit registration

Access tenancy details

To view the associated tenancy of any entry in this screen

Double-click to open the tenancy record

Or, the tenancy details can be previewed from the same screen

Right-click over the required entry and select Preview tenancy
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Tenancy details are displayed in a read-only screen
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Register a deposit

When a tenancy deposit meets the conditions outlined in the section above titledMake a deposit ready for registration with TDS via AgencyCloudReapit, it will be automatically be displayed in the TDS Deposit Management screen

1. Select deposit(s) to register

From the TDS Deposit Management screen:

Ensure the Register/Update Deposits tab is displayed (top left)
Deposits needing to be registered are shown with the TDS Process status of Register
Tick the boxes to the left of the relevant deposits to be registered

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Info
This example shows just one deposit registration being processed - however, the tick boxes on the left can be used to process deposits in bulk

2. Process selected deposit(s)

for the bulk deposit registration run
From top right of screen (shown above):
Click Process
Click Yes
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3. Registration complete
The deposit registration run is processed and confirmed when
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Click View Details to see the date, time and processing time taken
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3. Registration
complete
When the deposit registration is complete
:
A status message is shown bottom left of the screen as each registration is completed
A prompt is displayed, click OK to clear
The entry is shown with a green tick to the left
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Click OK to continue (or View Details to see more information
, as shown above
)
The entry is shown with a green tick to the left
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Tip
When a deposit has been successfully registered, you can now download the certificate
- see section titled Download deposit certificate for more information

Registration failure flag/reasons

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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, see next section

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:

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

in AgencyCloud
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Info
This example shows just one certificate download being processed - however, the tick boxes on the left can be used to process these downloads in bulk
2. Process selected deposit certificate(s)
From top right of screen (shown above):
Click Check Status
Click Yes
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3. Email options (where configured)
Where configured, the
An option to email the deposit certificate to all landlords and/or tenants is offered
If your system does not offer the
above
option(s)
- if you are a key contact, click here to contact Reapit Support who can set this up
shown in this section, this can be configured by Reapit Support
Click Yes to generate the relevant emails
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The emails
Tip
Emails will be automatically sent to the relevant parties with the TDS deposit registration certificate attached as a PDF file
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
A prompt is displayed, click OK to clear
Successful downloads are shown with a green tick to the left
Click OK to continue (or View Details to see more information
, as shown above
)
The entry is shown with a green tick to the left
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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
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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
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Double-click the certificate to view it
Can also right-click the certificate for an option to Rename the PDF file
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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:

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

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Tip
Hover over the entry to see what updates are to be sent to the TDS when processed

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

From top right of screen (shown above):

Click Process
Click Yes
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The deposit registration run is processed and confirmed when complete, as seen when initially registering the deposit
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When the deposit registration update is complete:

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

A prompt is displayed, click OK to clear
The entry is shown with a green tick to the left
Click OK to continue (or View Details to see more information)
The entry is shown with a green tick to the left
Info
This example shows just one deposit update being processed - however, the tick boxes on the left can be used to process updates (and registrations) in bulk
3. Download updated certificate
to AgencyCloud
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
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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 - the updated certificate is shown in the Document Management screen along with the original registration certificate (and any other previously created certificates)
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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:

Tenancy Status should be Tenancy Finished
Tenant Deposit Held should show as £0.00

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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

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Info
This example shows just one deposit deregistration being processed - however, the tick boxes on the left can be used to process deposit registrations/updates/deregistrations in bulk

3. Process selected deposits to be deregistered

From top right of screen (shown above):

Click Check Status
Click Yes
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The deposit registration run is processed and confirmed when complete, as seen when initially registering/updating the deposit
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When the deposit deregistration is complete:

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

A prompt is displayed, click OK to clear
The entry is shown with a green tick to the left
Click OK to continue (or View Details to see more information)
The entry is shown with a green tick to the left
Tip
A journal entry will be created on the tenancy to log that the tenant deposit has been deregistered with the TDS

Registration failure flag/reasons

After processing deposits via the deposit management tool, if the process fails:

A red exclamation mark icon is displayed to the left of the entry
(plus the status message bottom left of the screen will indicate any errors)
Hover over the icon to see what action needs to be taken

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Versions Compared

Old Version 6

New Version Current

Key

Make a deposit ready for registration with TDS via

Reapit

Access TDS deposit management tool

Register a deposit

Registration failure flag/reasons

Download deposit certificate

Amend a registered deposit

Deregister deposit registration when tenancy ends

Registration failure flag/reasons

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