Deposit/bond release agreed information shown in Property Management panel

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

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Deposit/bond release agreed information shown in Property Management panel

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