Deposit/bond release agreed information shown in Property Management panel

Owned by Fiona Wilson, created
Last updated: Aug 25, 2022
2 min read

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

When using deposit/bond initiation release functionality, as outlined here, information on tenancies where the deposit/bond release has been agreed can be accessed via the Property Management panel on the Organiser

1. Add deposit release agreed option to Organiser - Property Management panel

The deposit/bond release agreed option first needs to be added to the Property Management panel via Panel Setup

From Property Management panel:

  • Hover over panel heading and click cog icon

  • In Panel Setup, Pick categories to display section, scroll to bottom and tick Deposit/bond release agreed

  • Click tick (top right) to save

2. View deposit/bond release information on Property Management panel

  • The Deposit/bond release agreed option is added to the bottom of the Property Management panel

  • After a deposit/bond has been initiated by the property manager and authorised by the client accounts team, details of authorised released deposits/bonds will be shown here - click the figure to view the tenancy details