Initiate deposit/bond release - configuration option

Owned by Fiona Hardy, created
Last updated: Jun 22, 2022
3 min read

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

A configuration option is available which allows specific users to be given the ability to authorise a deposit release while not being permitted to process and post the transactions

This is useful where a property manager is permitted to authorise the deposit release - they can then pass this to the client accounts team to post the transactions and complete the process

To enable this configuration option, click here to contact Reapit Support

1. Access refund deposit option

From the tenancy:

  • Beside the Deposit (bottom of screen), click Manage
    The Tenancy Deposits screen will be displayed

  • Click Refund Deposit

2. Property Manager initiates deposit/bond release

The Tenant Refunds screen is displayed showing all items which could be refunded

  • Ensure the item(s) to be refunded are ticked and the amount shown is correct

  • Tick Initiate deposit release (bottom right)

  • Click Save
    The Property Manager has a Save option in this screen
    (as opposed to Post, which is seen by a client accounts user - see step 5)

The option to Create a charge for damages (top right) can also be used by the Property Manager

Once added, before they are approved by the accounts team, they can be removed by right-clicking over the charge and selecting Remove

3. Deposits screen

A note is made beside the Refund Deposit option to indicate that the deposit release has been initiated

4. Activity Feed entry

The Activity Feed on the tenancy automatically logs a journal entry





5. Client accounts team authorise & process the deposit release

The Tenant Refunds screen is accessed by the client accounts team

  • Ensure the items checked are correct (un-tick any unauthorised items before posting)

  • Click Post

Once posted, when the Property Manager views the Tenant Refunds screen again, the posted items will be removed from view

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