Page Comparison

1. Access holding deposit details

From tenancy

• Click Financial & Renewals

• Beside Holding deposit - Held, click link
  Holding Deposit Details screen is shown, see step 2

2. Override default warn days

• Warn days displays the current setting and whether this is the default

When warn days are set to default:

• Click link beside Warn days and select Override default

  

• Enter required number of days & click Accept
  Avoid setting to 0, as this disables the warning feature

  

3. Edit warn days/reset to default

• Click link beside Warn days
  

• Click Edit to display the screen above OR click Reset to default
  In this example, this will be set to 15 days again

4. Property Management panel on Organiser

Details of holding deposits held too long can be seen on the Organiser Property Management panel (see 4b) - this option first needs to be enabled via panel setup (see 4a)

a. Add option to panel

From Property Management panel:

• Hover over panel header and click cog icon (on right)

  

• In Pick categories to display section, scroll to bottom and tick Holding deposits held too long

  

• Click tick in panel header to save panel setup

• Details of Holding deposits held too long will be displayed at the bottom of the Property Management panel

  

b. View holding deposits held too long

From Property Management panel:

• Click Holding deposits held too long
  A list of all properties that are currently on or over the number of warning days will be displayed

• Click any entry in the list to view the tenancy