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1. Add option to Property Management panel

The option needs to be enabled via Panel Setup on the Property Management panel first

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 Deposits held too long

  • Click tick in panel header to save panel setup (top right - not shown above)

  • A new Deposits not returned within 90 days entrywill be displayed at the bottom of the Property Management panel - see notes on configuration above & below

Tip

Unless changed by your business, the default for this feature is 90 days - although you however, an individual user can change this figure their own setting by clicking 90 the current value and typing in the required number of days - this setting will then stay as this figure unless you change it when this has been done, the number of days chosen will stay at this figure unless changed by the individual (& will also stay this way if the system default is changed)

2. View details of deposits held too long

From Property Management panel:

  • Click Deposits not returned within 90 days (as shown above)

  • Related tenancies will be shown in a list - click to view the tenancy

  • Or click the pop-out into full results icon (top right) to view more information in a grid

  • Grid functions can then be used:

    • Click the column heading to sort by that column

    • Click to the right of the column heading to filter by column content

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