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Deposit notes can be added on a tenancy

Deposit notes can be added on a tenancy

Owned by Fiona Hardy, created
Last updated: Jun 10, 2024
3 min read

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

Available from version 12.186

Deposit notes can be added/viewed on a tenancy via the tenant refunds screen

Once added, deposit notes can also be viewed on the tenancy Activity Feed

This enhancement allows a deposit related audit trail to be logged which can be particularly useful for discussions relating to dilapidations, for example

1. Add deposit note

From tenancy:

  • In Accounts panel, beside Deposit, click Manage

    Deposit note - manage link on tenancy.png

  • In Refunds section, click Refund Deposit to display the tenant refunds screen

    Deposit note - refund deposit link.png

  • The right-side of the screen will display any deposit notes already added, click Add

    Deposit note - tenant refund screen.png

  • Enter note and click Accept to save and close

    Deposit note - new.png

Once saved, deposit notes cannot be edited or deleted, therefore providing a reliable audit trail

2. Deposit notes in tenant refunds screen

From tenant refunds:

  • Deposit notes are displayed in the notes panel on the right

    Deposit note - added to tenancy screen.png

Once saved, deposit notes are automatically stamped with the name of the person entering the note and the date/time it was created
Double-click the note to view in full screen which also shows the time it was created

3. Deposit notes in tenancy screen

From tenancy:

  • Deposit notes (created in the tenant refunds screen) are automatically displayed in the Activity Feed panel

    Deposit note - added to tenancy activity feed.png

Hovering over a deposit note displays a tool tip to identify the note type as deposit note
(as opposed to a management note or diary entry)

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