Link post-tenancy checks to deposit/bond release - configuration option

Link post-tenancy checks to deposit/bond release - configuration option

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

Available from version 12.134

Post-tenancy check option(s) which are linked to the deposit/bond release are dependent on company requirements and need to be configured

Specific post-tenancy checks can be set-up to prevent the deposit/bond being released until such checks are marked as complete

1. Post tenancy checks linked to deposit/bond release

From tenancy:

  • Click Post-Tenancy tab - in the Post-Tenancy checks panel, checks which are linked to release of the deposit/bond are displayed with a yellow exclamation mark to the right

    • See two examples in the screen shown below

  • Such checks need to be marked as Completed (or Not Needed) before a deposit/bond can be released

    Post tenancy tab with icons.png

2. Attempting to release the deposit/bond with incomplete checks

From tenancy deposit details:

  • If checks are left as shown above and Refund Deposit is clicked, a message will be displayed

    Deposits cannot be refunded prompt.png

When the required checks are marked as Completed (or Not Needed), choosing to Refund Deposit in the tenancy deposit details screen will display the Tenant Refunds screen, allowing the deposit/bond to be released

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