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Deposits held report

Deposits held report

Owned by Fiona Hardy
Last updated: Aug 12, 2022
2 min read

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

The Deposits Held report shows all live deposits held by the agent or third-party bond scheme

1. Accessing the report

From Lettings/Rentals on the main menu:

  • Select Reporting and Analysis

  • Click Deposits Held Report

 

2. Deposits Held report

  • The Deposits Held report will automatically launch in Microsoft Excel

  • The Held By field allows you to quickly identify where monies are currently held

  • Excel functions can be used to sort & filter the information, as required

The report is how the account currently stands at the point of creation

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