Deposit notes can be added on a tenancy

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
In Refunds section, click Refund Deposit to display the tenant refunds screen
The right-side of the screen will display any deposit notes already added, click Add
Enter note and click Accept to save and close

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

3. Deposit notes in tenancy screen

From tenancy:

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

Knowledge Base

Deposit notes can be added on a tenancy

Analytics

Related articles

Related content